SAP Human Resources

HR

Agenda

: Project Start Up ...

Introduction

Welcome Agenda Application Components

HR Overview

Questions & Answers

SAP -- The Overall Picture

Client/Server Architecture Comprehensive Functionality

Graphical User Interface

SD
Sales

FI
Financial Acctg.

Integrated Solution

MM PP
Materials Mgmt Production Planning

CO
Controlling

R/3
WF HR IS
Industry Solutions

AM
Asset Mgmt

Client / Server Quality Mgmt ABAP/4 PM

QM
Plant Maint.

PS
Project System Workflow

Open System

Human Resources

Business Engineering Multinational Use

03

SAP R/3 Functionality

Global Integration
Imaging Office Integration

Standard Product Development

MultiCurrency

Recruitment Management Internet Personnel Compensation Travel System cost Expenses manageManagement planning ment Time Industry Payroll Incentive Management Solution wage Workforce planning Master Data Benefits

Workflow Mail Org.

HR information system

Security Management

Multi-country Payrolls

EIS

Personnel Development

Training & Event

Reporting Analysis

Scalability & Performance

State of the Art Technology (WF, Internet)

HR - Functionality
Accounting Travel Management Recruitment Career & Succession Plan Compensation Management Organization and Position Planning Payroll

Personnel Cost Planning

Benefits Qualifications & Requirements

Master Data

HR
Reporting Shift Planning Logistics

Training & Events Management

Time Management

(PA) Personnel Administration (PD) Personnel Planning & Development

Personnel Management

HR

R/3

HR Process - Employee Life Cycle

Job / Position Description Promotion, Salary increment, Retirement Vacancy Planning

Qualification Updates Organisation Management Employee Training Master Data

Recruitment

Transfer applicant data to Master data

Career Planning

Additional data & benefit info

Payroll Travel Expense

Time & Attendance

Personnel Administration

&
Planning & Development

Organization Management

Planning Objects

(e.g. Org. unit, Position, Job, workplace,etc.)

Organization plans Reporting Structure Position description Vacancy / Occupancy plans

Organization Structure Management

Managing Information on Departments/ Org Units Tracking of Positions in various departments

Maintaining Jobs
Generating Graphical Reports of organization structure Reporting relationships, who reports to whom? Multiple reporting !! Vacancy related reports

Maintaining PD Master Data

PD Organizational Management Creating Organization unit

Creating jobs and positions

Assigning Cost Centers Assigning persons to positions Detailed maintenance of objects - creating additional relationships Graphical maintenance and reporting

Recruitment
Advertisement
WANTED
Skilled, efficient person for . . .

Applicant

Internal External Unsolicited Internet

Vacancy

Qualification / Requirement

Profile matchup

Hiring Correspondence

Specificat.

Ideal / Actual

Selection

Recruitment Processes
Vacancies Advertising

Receiving Applications
Structuring Applicants Recording Applicant Data Selection Process Applicant Actions Applicant Activities Applicant Correspondence Hiring an Applicant Applicant Reports

Master Data
(Information Types Info-Types)
Working time

Family

Pay / Bank details

Person

Address/ personal data Qualifications

Organization Assignment

Personnel Administration - Personal Data

Bio-data/ Resume Leave Administration Compensation & Benefits Payroll & Time Data Work Schedule

Planning Data
Salary Administration Appraisal Many more ...

Maintaining PA Master Data

Individual Infotype maintenance: Contract Elements Monitoring of Dates Family/Related Person Education Other/Previous ERs Cost Distribution Internal Medical Service

Maintaining PA Master Data (Contd.)

Internal Control Corporate Function

Objects on Loan
Time Recording Info. Wage Maintenance Company Pension

Membership fees
Communication PA Reporting through PD Graphical reporting

Electronic Personnel File Management

Manage Employee progression in the company Details of employment outside company Family related Information Education details Leave Management

Other information like Medical history, equipment provided by company etc.

Time Management

Neg. time recording

Substitution Overtime

Vacation

Sick

Mixed and Special Forms

Pos. time recording Positiv-Erfassung

Substitution Overtime approved

Present
from... to... from... to... from... to... from... to... from... to...

Vacation

Sick

Time Valuation

Payroll

Time Statement for Employees

Time Management

Holiday Calendar Personal Work Schedule Monthly Work Schedule Attendances & Absences Attendance Check Graphical Attendance / Absence Overview Leave Overview / Leave Reporting Attendance and Absence Quotas Activity Allocation

CATS: Cross Appl. Time-Sheet

CATS HRMinimaster CATS Time Sheet

Time data input Release

Approval
Transfer
HR CO

Data entry profile Authorizations

PS

PM SM MM

Time Management Process

PP PM PS CO

PAYROLL ACCOUNTING

Cost distribution

SAP Time Management

TRAINING & EVENT MGMT

SUBSYSTEMS

Time evaluation

Time Management Process

Interface with Punching/Swipe Card system Generate attendance reports by individuals, BAU/Department wise or by user specific requirement Leave record management Leave accrual calculation Deductions Maintaining Plant Holiday Calendar Subsequently integrate with Payroll

Benefits Administration
Flexible Benefits
Credit Plan Complex Benefits Programs Health Plan Spending Account Single Step Enrollment

Insurance Plan
Unlimited Benefit Plans

Customized Eligibility Rules

Flexibility with Control Savings Plan

SAP Benefits Overview

Open enrollment New hire enrollment Life event changes (benefit adjustments) Status changes (benefit adjustments) Participation monitoring Insurability monitor Plan termination COBRA processing Benefits forms processing

SAP Benefits Overview

New Hire Enrollment Process Flow
Action - PA 40 Hire Applicant Direct Hire Rehire External Hire Save General Benefits Information IT 0171 During Action with default values Save Benefits Adjustment reason IT 0378 During Action with Default Adjustment Reason 0001. On the pop-up box select to go to enrollment Automatic Enrollment US Benefits Default Enrollment if applicable Benefits Administrator prints Benefits Enrollment Form from SAP

Interface from Fidelity update 401k % on IT 0169

Enter New Benefits Elections into SAP

Yes

Receive Benefits Enrollment Form back from employee

Forward Benefits Enrollment Package to employee

No

Employee has access to ESS

No Print Benefits Confirmation Form through SAP and forward to employee

Yes

Manually (or Custom Program) enroll employee into Default Health Plans

No Employee enroll online within 30 days

END

Print Benefits Confirmation Form through ESS

Yes

SAP Benefits Overview

Master Data Infotypes 0000 - Actions 0001 - Organizational assignment 0007 - Planned working time 0008 - Basic pay 0014 - Recurring payments/deductions 0015 - Additional payments 0021 - Family/related persons 0041 - Date specification 0077 - Additional personal data (Medicare eligibility) 0219 - External organization

SAP Benefits Overview

Benefits Infotypes

0167 - Health plans 0168 - Insurance plans 0169 - Savings plans 0170 - Flexible spending accounts 0171 - General benefits information 0172 - FSA reimbursement 0211 - COBRA qualified beneficiary 0212 - COBRA health plan 0236 - Credit plans 0375 - HCE information 0377 - Miscellaneous plans 0378 - Adjustment reason 0379 - Stock purchase category

Qualifications and Requirements/ Administration of Applicants

Employees Qualifications Administration of Requirements for Job / Position Consideration of Alternative Qualifications/ Requirements

Comparison of suitability based on Requirements and Qualification matchup Exemplary qualifications/ requirements catalog Search for a suitable person

Qualification Deficit
MS Word

Requirements

Qualifications

Course

Desktop
Organization MS Word Word

Desktop
Organization ?

MS Word
Prebooking

MS Word 05/01/-05/05/ MS Word 06/11/-06/15/

Booking

Suitability profile

Training & Event Management

Capacity planning

English II Lesson 1

Booking, prebooking, cancellation....

Correspondence printing

Qualification Updates

Appraisals

Schedule

Resources

Cost

Training and Development process support

A comprehensive model for T&D process Update the qualifications acquired at the end of training program automatically to attendees Manage training programs Manage resources like OHP / Video Projector, Room facilities, handouts etc. Track information on external resources Automate correspondence generation

Training & Event Management

Maintaining Training Needs Maintaining Training Calendar Creating Business Event groups and types Creating resource types, resources Planning & Scheduling a business event Cost Allocation for a business event Booking attendees (pre-book, firm-book, cancel, waitlist, re-book) Maintaining Procedures infotype for Business events Follow-up of business events Appraisal of business events

Reports in Training

Attendances

Resources

Business events

Attendee list
Prebookings per business event Attendance

Resource reservation Available/reserved resources...

Business event schedule Business event brochure Business event prices...

Career and Succession Planning

Employees career development based on Career models Profile matchup Determination of need for further education Training Plan is suggested Integration with Training and Event Management on courses booking

Hit list for most suitable person in Succession planning

Payroll Accounting

Gross payroll accounting with automatic wage calculation

Automatic special payments computation

Full gross/net retroactive accounting Freely definable payroll form

Data exchange with banks, social insurance agencies, etc.

Direct integration to FI and CO Online or batch processing

R/3 Payroll Process

Employee Data Benefits/Pay Tables Time Management
Payroll Simulation

Release/Start Payroll Calculate Payroll Payroll Results Payslip Payroll Reports

Compensation Management Overview

Compensation Policy? Compensation Process

Compensation policy cost? Compensation Plan Budgets

Administer compensation awards? Compensation Administration

Relative value of our jobs?

Compensation costs control ?

Salaries & Benefits compared to other companies? Salary Survey Results

Job Evaluation Results

Compensation Plan Budgets

Job Evaluation Results

Link to a job or a position Job evaluation results (Infotype) Subtypes for multiple evaluation systems Points determine relative worth of each job/position Link to salary structure through Planned compensation Infotype Benchmark job indicator Reporting available

Budgeting
Used as a control within compensation administration A budget type is linked to a compensation plan Actual compensation costs can be compared to budgeted costs

Budget/ Planned $400,000

Compensation/ Actuals $320,000

Budgets
Create budgets in planned status Link budgets to organizational units Release a budget to change status to active Active budgets are available to compensation administration

$ 25,000.00

$ 500,000.00

BU BU

O O

$ 25,000.00
BU O BU

$ 75,000.00

BU BU

O O

$ 175,000.00

$ 100,000.00

Compensation Process Components

Compensation Process

Compensation Plan

Budget Type

Eligibility Rules

Compensation Area

Compensation Plan Type

Guidelines

Category

Basic Pay IT 0008

Recurring Pay/Deds IT 0014

Additional Payments IT 0015

Compensation Stock Plan IT 0382

Compensation Plan Types & Categories

Logical grouping of plans for compensation packages

and reporting

Salary Base Pay FIXED Car Allowance Housing Allowance

Predefined categories:
Fixed

Variable
Stock Benefits

Compensation Plan Details

Validity date of plan How the effective date for the award is calculated

Calculation data depends on compensation plan category:

Calculation base Calculation result or

Results model
Guideline optional

Eligibility Rules
A rule specifies the criteria for employee participation

in a compensation plan
Each rule uses criteria such as
Hire date or length of sevice Number of hours worked Other: pay scale, pay grade, job, salary,performance User-defined

Infotype for eligibility exceptions Eligibility groups further define criteria within a rule

Rule Bonus
Bonus

Group

Criteria 12 month service

Executive

06 month service

Basic Infotypes
Compensation Plan Category Infotype

Fixed

Basic Pay Recurring Payments Additional Payments

Variable

Basic Pay Compensation Stock Plan Compensation History

Stock

All

Personnel Cost Planning

Cost planning

according to organizational units/cost centers as percentage/absolute

Cost preview

Determination of actual costs Integration of future changes Target/actual comparison

Simulation of structural changes Survey comparison (e.g national, market survey) Direct Excel link Business graphics presentation

Integration with Controlling (CO)

Travel Management

Entry of trip data Calculation of Meal Allowance (per diem) Maintain Receipts claim Advance Payment

Allowances for stopovers

Representation of internal company rules Trip-specific account assignment Nature of applications and authorizations Simulation of statement (to determine refund or reimbursement amount) Integration to Payroll and/or FI/CO

Reporting
Adhoc Query ABAP/4 Report HRIS

Ad Hoc Query
Infotype Selection Displ. Field

Available fields Infotype 0000: Personnel Actions Employment status Infotype 0001: Org. Assignment Infotype 0002: Personal Data Form of address Date of birth Nationality Number of children

Initials
Last name First name Title Infotype 0006: Addresses

3rd Party Tools

Country key City Postal code County Infotype 0007: Planned Working Time

Ad Hoc Query
Ad Hoc Query Ad hoc query Edit Goto View Environment System Help Query Report Output From 29.10.1997 Selection Option = = to 29.10.1997 Field selection

Selection field Personnel area City

From 0001 Detroit

To

Selection result Output fields Personnel number Name of employee or applicant House number and street Postal code City

Hits

Thank you