Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

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🇺🇸 Inglés

Editorial SAP PRESS

Año / Edición 2011 / 1

Páginas 580

Autores Martin Gillet

Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

To get the most out of the self-service offerings within SAP ERP HCM, you need to know how to configure and customize the tools effectively. From back-end configuration to front-end customization, you'll find all of the information you need to for customizing Employee Self-Service (ESS), Manager Self-Service (MSS), and the Shared Services Center (SCC). Learn everything about the standard "out-of-the-box" configuration, from the early release with ITS services to the latest Web Dynpro in offering ERP 6.0.

Your complete guide to configuring SAP ESS and MSS to meet your business needs
Learn to make ESS and MSS work for you through customization
Benefit from hands-on tips and expert advice

You'll learn about:

Explore Each Configuration Step:
Find detailed information on the IMG access, relevant tables, transaction codes, and optional BAdI enhancements.
Hands-On Instructions and Screenshots:
Build the exact solution your HR team wants with expert advice on possible configuration options and screenshots for every step.
Configuring the Landscape:
Learn from in-depth instruction on back-end, infrastructure, and cross- application components such as SAP ERP, Portal, workflow, reporting, authorizations, and user management.

Key Highlights:

Employee Self-Services configuration
Manager Self-Services configuration
Portal configuration
Back-end configuration
Reporting
User management
Authorizations

View Full Table of Contents

Acknowledgments
1 Introduction
- 1.1 What This Book Will Cover
- 1.2 What This Book Does Not Cover
- 1.3 Systems Used to Describe the Configuration
- 1.4 Assumptions, Prerequisites, and Disclaimer
- 1.5 Standard Functionalities—Out of the Box Versus Alternatives
  - 1.5.1 Standard Functionalities
  - 1.5.2 Employee Self-Services (ESS)
  - 1.5.3 Manager Self-Services (MSS)
  - 1.5.4 Alternatives
  - 1.5.5 Configuration through the SAP NetWeaver Development Studio (NWDS)
  - 1.5.6 Configuration through the SAP NetWeaver Portal
  - 1.5.7 Configuration through the Backend System
- 1.6 Enhancement Package Concept
2 SAP NetWeaver Portal
- 2.1 Web-Enabling HCM Self-Services through SAP NetWeaver Portal
  - 2.1.1 System Patches
  - 2.1.2 Functionalities Provided by SAP in the Standard Product
- 2.2 Introduction to Portal Objects: iViews, Pages, Worksets, and Roles
  - 2.2.1 iViews
  - 2.2.2 Pages
  - 2.2.3 Worksets
  - 2.2.4 Roles
- 2.3 Setting Up the Portal Content Directory
  - 2.3.1 Linking Objects
  - 2.3.2 Folders Setup
- 2.4 Object Properties
  - 2.4.1 iViews
  - 2.4.2 Pages
  - 2.4.3 Worksets
  - 2.4.4 Roles
- 2.5 Creating Quick Links
- 2.6 How to Transport Objects
  - 2.6.1 Transporting with SAP NetWeaver Development Infrastructure (NWDI)
  - 2.6.2 Transporting Manually
- 2.7 Portal Layout
- 2.8 Languages and Portal Translation
  - 2.8.1 Language
  - 2.8.2 Portal Translation
- 2.9 Work Protect Mode
- 2.10 Other Technical Considerations
  - 2.10.1 Browser in Use
  - 2.10.2 Business Server Pages (BSP) Activation
  - 2.10.3 Portal Sizing
  - 2.10.4 Population in Scope
  - 2.10.5 Portal Help
  - 2.10.6 Portal Troubleshooting and Debugging
  - 2.10.7 Active Component Framework (ACF)
  - 2.10.8 Internet Graphical Server (IGS)
  - 2.10.9 Adobe Document Server (ADS)
  - 2.10.10 Universal Worklist (UWL) Checklist
- 2.11 Conclusion
3 Backend Configuration
- 3.1 Homepage Framework
- 3.2 Object and Data Provider (OADP)
- 3.3 Internal Service Requests (ISR)
- 3.4 Homepage Framework Configuration
  - 3.4.1 Preparing for Configuration
  - 3.4.2 Implementation Guide Access
  - 3.4.3 Define Resources
  - 3.4.4 Define Headers and Area Group Pages
  - 3.4.5 Define Areas
  - 3.4.6 Define Subareas
  - 3.4.7 Define Services
  - 3.4.8 Mapping between SAP ERP and SAP NetWeaver Portal Configuration
- 3.5 Object and Data Provider (OADP) Configuration
  - 3.5.1 Implementation Guide Access
  - 3.5.2 Transfer Existing Customizing Settings
  - 3.5.3 Object Provider
  - 3.5.4 Data Provider
  - 3.5.5 Define Organizational Structure Views
- 3.6 Internal Service Request (ISR) Configuration
  - 3.6.1 Implementation Guide Access
  - 3.6.2 Definition of Scenarios with Specific Customizing
  - 3.6.3 HCM Processes and Forms
- 3.7 Conclusion
4 Background Information on Self-Services Configuration
- 4.1 Introduction to Employee Self-Services Configuration
  - 4.1.1 Download Business Packages
  - 4.1.2 From Internet Transaction Server (ITS) to Web Dynpro
  - 4.1.3 Different Releases from Employee Self-Services
  - 4.1.4 Past Configuration Options
  - 4.1.5 Self-Services (New) Functionalities
  - 4.1.6 Access to the Employee Self-Services Configuration
- 4.2 Introduction to Manager Self-Services Configuration
  - 4.2.1 Download Business Packages
  - 4.2.2 Manager Self-Services and the Enhancement Packages
  - 4.2.3 Different Releases from Manager Self-Services
  - 4.2.4 Access to the Manager Self-Services Configuration
5 Employee Self-Services Configuration
- 5.1 Address Book: Who’s Who
  - 5.1.1 Selection and Output
  - 5.1.2 Determine the Document Type
  - 5.1.3 Maintain Settings
  - 5.1.4 Refine Employee Search
  - 5.1.5 Portal iView Who’s Who
- 5.2 Working Time: Leave Request
  - 5.2.1 Processing Processes
  - 5.2.2 Layout of the Web Application
  - 5.2.3 Business Add-Ins (BAdIs)
- 5.3 Working Time: Team Calendar
  - 5.3.1 Create Rule Groups
  - 5.3.2 Specify Absences to Be Displayed
  - 5.3.3 Specify Color Display of Absences
  - 5.3.4 Select Employees
  - 5.3.5 Define Layout of Team Calendar
  - 5.3.6 BAdI: Control Processing of Leave Requests
- 5.4 Working Time: Time Accounts
  - 5.4.1 Create Rule Groups
  - 5.4.2 Specify Display of Absence Quotas
  - 5.4.3 Specify Display of Attendance Quotas
  - 5.4.4 Specify Calculation of Remaining Leave
  - 5.4.5 Define Variant for Time Evaluation
  - 5.4.6 Configure Output of Messages
  - 5.4.7 Business Add-Ins (BAdIs)
- 5.5 Record Working Time
  - 5.5.1 Set Up Data Entry Profiles
  - 5.5.2 Define Field Selection
  - 5.5.3 Select Allowed Absence Types
  - 5.5.4 Record Working Time for Concurrent Employment
  - 5.5.5 Approve Working Time
- 5.6 Working Time: Clock-In/Out Corrections
  - 5.6.1 Processing Processes
  - 5.6.2 Layout of the Web Application
  - 5.6.3 Business Add-Ins (BAdIs)
- 5.7 Working Time: Time Statement
  - 5.7.1 Enter the Name of HR Form for Time Statement
  - 5.7.2 BAdI: Make Settings for Time Statement
- 5.8 Benefits and Payments: Semiretirement Simulation
  - 5.8.1 Set Up a Semiretirement Model
  - 5.8.2 Maintain Default Values for Semiretirement InfoType (Germany)
  - 5.8.3 Enter Variant for Payroll Program
  - 5.8.4 Enter HR Form Name
- 5.9 Benefits and Payment: Pension Rights Status
  - 5.9.1 Maintain System Parameters
  - 5.9.2 Statements
- 5.10 Benefits
  - 5.10.1 Set Up ESS Parameters
  - 5.10.2 Define URLs
  - 5.10.3 Assign URLs to Benefit Plan Types
  - 5.10.4 Assign URLs to Benefit Plans
  - 5.10.5 Assign URLs to Investments
  - 5.10.6 Implement Customer Enhancement for Estimating Contributions
  - 5.10.7 Implement Customer Enhancement for Filling the Costs and Remarks
- 5.11 Salary Statement
- 5.12 Own Data
  - 5.12.1 Background Information and Important Tables
  - 5.12.2 Determine Active Subtypes and Make Settings
  - 5.12.3 Reuse Country-Specific Applications
  - 5.12.4 Change Default Start Date
  - 5.12.5 Determine Fields for Business Cards on the Area Page
  - 5.12.6 Foreign Address Settings
- 5.13 Additional Useful Information Regarding the Self-Services
  - 5.13.1 Emergency Address
  - 5.13.2 Country Field Set to Display Only
  - 5.13.3 Delete Button Not Working in Self-Service
  - 5.13.4 Additional Fields and Subtypes for the United States Family/Dependents InfoType
  - 5.13.5 Multiple Data Record and Date Handling Enhancements
  - 5.13.6 Past Date Handling
- 5.14 Career and Job
  - 5.14.1 Qualification Catalog
  - 5.14.2 Skills Profile
- 5.15 Equipment Overview
  - 5.15.1 Edit Views
  - 5.15.2 Specify the RFC Connection to the HCM System
  - 5.15.3 Business Add-Ins
- 5.16 Travel Management
- 5.17 Company Information
- 5.18 Employee Self-Services User Exits
- 5.19 Alternatives and Additional Configuration
  - 5.19.1 SAP NetWeaver Development Studio (NWDS)
  - 5.19.2 Configuration as Alternative through SAP NetWeaver Development Studio (NWDS)
  - 5.19.3 Configuration through Portal Personalization
- 5.20 Conclusion
6 Manager Self-Services Configuration
- 6.1 Object and Data Provider (OADP)
- 6.2 Working Time
  - 6.2.1 Team Calendar
  - 6.2.2 Attendance Overview
  - 6.2.3 Approve Working Time
- 6.3 Employee Data
  - 6.3.1 Define Wage Types for Annual Salary
  - 6.3.2 Adjust Periods for Annual Salary
  - 6.3.3 Filter Absence Records
- 6.4 Personnel Change Requests
  - 6.4.1 SAP Recommendation
  - 6.4.2 Define Employee Groupings
  - 6.4.3 Define Change Request Types
  - 6.4.4 Group Change Request Scenarios
  - 6.4.5 Define Scenario Attributes
  - 6.4.6 Define Reasons for Special Payments
  - 6.4.7 Assign Wage Types to Special Payment Reasons
  - 6.4.8 Set Up Workflows for Personnel Change Requests
  - 6.4.9 Business Add-Ins
- 6.5 Recruitment
  - 6.5.1 Overview of Manager Involvement in SAP E-Recruiting
  - 6.5.2 Create an RFC Connection to the SAP E-Recruiting System
  - 6.5.3 Assign SAP E-Recruiting System Names
- 6.6 Workforce Requirements
  - 6.6.1 Table T77S0 Settings
  - 6.6.2 BAdI: Transfer Planning Results to Accounting
- 6.7 Cost Center Monitor
  - 6.7.1 Edit Administration Rules for Cost Center Variances
  - 6.7.2 Edit Administration Rules for Cost Center Line Items
  - 6.7.3 Execute Evaluations for Critical Cost Center Variances
  - 6.7.4 Execute Evaluation for Cost Center Line Items
  - 6.7.5 Delete Cost Center Line Items from the Display Set
  - 6.7.6 Display Rules for Cost Center Variances per User
  - 6.7.7 Display Rules for Cost Center Line Items per User
- 6.8 Internal Order Monitor
  - 6.8.1 Edit Administration Rules for Order Variances
  - 6.8.2 Edit Administration Rules for Order Line Items
  - 6.8.3 Execute Evaluation for Critical Order Variances
  - 6.8.4 Execute Evaluation for Order Line Items
  - 6.8.5 Delete Order Line Items from the Display Set
  - 6.8.6 Display Rules for Order Variances per User
  - 6.8.7 Display Rules for Order Line Items per User
- 6.9 Profit Center Monitor
  - 6.9.1 Edit Administration Rules for Profit Center Variances
  - 6.9.2 Edit Administration Rules for Profit Center Line Items
  - 6.9.3 Execute Evaluation for Critical Profit Center Variances
  - 6.9.4 Execute Evaluation for Profit Center Line Items
  - 6.9.5 Delete Profit Center Line Items from the Display Set
  - 6.9.6 Display Rules for Profit Center Variances per User
  - 6.9.7 Display Rules for Profit Center Line Items per User
- 6.10 Equipment Monitor
  - 6.10.1 Edit Views
  - 6.10.2 Specify the RFC Connection to the HCM System
  - 6.10.3 Prepare Cost Determination
  - 6.10.4 Execute Cost Determination
  - 6.10.5 Business Add-Ins
- 6.11 Reporting
- 6.12 Internal Service Request (ISR)
- 6.13 Express Planning
  - 6.13.1 Define Planning Scenario
  - 6.13.2 Define Key Figure Prices
  - 6.13.3 BAdI: Change Room Parameters
- 6.14 Employee Self-Services in Manager Self-Services
- 6.15 Performance Management: Objective Setting and Appraisal
  - 6.15.1 Objective Setting and Appraisals without Enhancement Package 4
  - 6.15.2 Objective Setting and Appraisals with Enhancement Package 4
- 6.16 Enterprise Compensation Management (ECM)
- 6.17 Additional Configuration
  - 6.17.1 Generic iView for Lists
  - 6.17.2 Internet Graphical Server (IGS)
  - 6.17.3 Active Component Framework (ACF)
- 6.18 Conclusion
7 Reporting
- 7.1 Prerequisites
- 7.2 Report Types
- 7.3 Identifying the Technical Name of the Reports
  - 7.3.1 HCM Reports Standard Naming Convention
  - 7.3.2 A Quick Glance at the Standard HCM Reporting Offering
- 7.4 Payroll InfoTypes
  - 7.4.1 Define Evaluation Wage Types
  - 7.4.2 Assign Wage Types
  - 7.4.3 Set Up Payroll InfoTypes
  - 7.4.4 Set Up Assignment to Payroll
  - 7.4.5 Program Fill Payroll InfoTypes (RPABRI00)
  - 7.4.6 Access to Customer Payroll InfoType
  - 7.4.7 Adding the Payroll InfoType into the Customer InfoSet
- 7.5 Manager Self-Services Configuration for Reporting
  - 7.5.1 Manager Self-Services Powered by the Manager’s Desktop
  - 7.5.2 Define Scenario-Specific Settings: Define Application Scenarios
  - 7.5.3 Define Function Codes
  - 7.5.4 Defining a Standard Report with a Function Code
  - 7.5.5 Defining a SAP Query into a Function Code
  - 7.5.6 Change the Description of Function Codes
  - 7.5.7 Define the Structure of Function Codes
  - 7.5.8 Homepage Framework Configuration
  - 7.5.9 Adjusting iView Reporting Parameter Scenarios with Value ZMSS
  - 7.5.10 Manager Self-Service Reporting Role
  - 7.5.11 SAP NetWeaver Portal Alternative Configuration: Service Map iView
- 7.6 Integration Points
  - 7.6.1 Integration with SAP NetWeaver Business Warehouse
  - 7.6.2 Convert MDT Data to MSS Reporting Launch Pad
  - 7.6.3 Employee Self-Services Who’s Who
  - 7.6.4 Generic iView Template
  - 7.6.5 InfoSets and Respective Switches
- 7.7 Authorization Consideration
  - 7.7.1 Authorization Objects
  - 7.7.2 Audit Reports
  - 7.7.3 Log Report Starts
  - 7.7.4 Data Tracking for Self-Services
  - 7.7.5 Logged Changes in InfoType Data for Personnel Administration Data
  - 7.7.6 Display Change Documents for Personnel Development Data
  - 7.7.7 Event Linkage for Customer (Table T779X)
- 7.8 Additional Useful Reports
  - 7.8.1 Repairing Data Sharing Inconsistencies (RPUFIXDS)
  - 7.8.2 Find Inconsistencies in Time Constraints (RPUSCNTC)
  - 7.8.3 Reconcile User Master with HR Master (ESS_USERCOMPARE)
  - 7.8.4 Determine Approver (RPTREQAPPRCHK)
  - 7.8.5 Personnel Numbers That Have to be Unlocked for Payroll Runs (HFIUCPL0)
  - 7.8.6 Employee List (RPLMIT00)
  - 7.8.7 InfoType Overview for Employee (RPLINFC0)
  - 7.8.8 Converting SAPscript (OTF) or ABAP List Spool Jobs to PDF (RSTXPDFT4)
  - 7.8.9 Test Process (RPASR_TEST_PROCESS_EXECUTION) for HR Forms
  - 7.8.10 Test Program: Version Information (for Analysis Only) (FP_PDF_TEST_00)
- 7.9 Recommended Readings
- 7.10 Conclusion
8 Human Resources Administrator Role
- 8.1 Prerequisites
  - 8.1.1 Enabling the Business Function
  - 8.1.2 Authorization Objects for the HR Administrator Role
  - 8.1.3 Human Capital Management Processes and Forms Assigned to the Administrator Role
- 8.2 User Interface
  - 8.2.1 Logon
  - 8.2.2 Employee Search
  - 8.2.3 InfoType Maintenance
  - 8.2.4 Reports
- 8.3 Access to the Administrator Role
  - 8.3.1 Implementation Guide (IMG) Access
  - 8.3.2 Portal Content Directory (PCD) Access
- 8.4 Configuration of the Administrator Role
  - 8.4.1 Start Application for Processes and Determine Employee Groupings for Process Selection
  - 8.4.2 Employee Data Maintenance
  - 8.4.3 Set Up Reports
  - 8.4.4 Delete Logs from the Application Log
  - 8.4.5 Message Mapping
- 8.5 Conclusion
9 Workflow
- 9.1 Introduction
- 9.2 Basic Configuration
  - 9.2.1 Prerequisites for Setting Up Workflow Processes
  - 9.2.2 Configuring a Standard Workflow in a Human Capital Management Process
  - 9.2.3 Adjusting the Customizing Configuration
  - 9.2.4 Refreshing the Organizational Buffer
  - 9.2.5 Receiving the Workflow Notification
- 9.3 Configuring a Substitution Rule
  - 9.3.1 Substitution Rule through Workflow Agent Determination
  - 9.3.2 Substitution Rule through the Organizational Assignment
  - 9.3.3 Substitution Rule through the Business Workplace
  - 9.3.4 Substitution Rule through the Universal Worklist
- 9.4 Troubleshooting
  - 9.4.1 Standard Reports for Troubleshooting
  - 9.4.2 Some Tips for Troubleshooting (Cheat Sheet)
- 9.5 Conclusion
10 User Management
- 10.1 User Management Engine (UME)
- 10.2 Lightweight Directory Access Protocol (LDAP)
- 10.3 SAP UserIDs
  - 10.3.1 SAP UserID Definition
  - 10.3.2 SAP UserID Attributes
  - 10.3.3 SAP UserID Parameters
  - 10.3.4 SAP UserID Mapping with Personnel Numbers
- 10.4 Portal UserIDs
  - 10.4.1 Portal UserID Attributes
  - 10.4.2 Portal User Groups
  - 10.4.3 Lock Entries
- 10.5 Single Sign-On (SSO)
- 10.6 Conclusion
11 Authorizations
- 11.1 Prerequisites
  - 11.1.1 Authorization Compliance
  - 11.1.2 Legal Compliance
- 11.2 System Landscape Overview
- 11.3 SAP Notes
- 11.4 Backend Roles and Profiles
  - 11.4.1 Authorization Profile for Employee Self-Services (ESS)
  - 11.4.2 Authorization Profile for Manager Self-Services (MSS)
  - 11.4.3 Authorizations Objects Involved
  - 11.4.4 Role for Technical Users
  - 11.4.5 Roles for Regular Users
  - 11.4.6 Central User Administration (CUA)
  - 11.4.7 InfoType Communication
  - 11.4.8 Troubleshooting Authorizations
  - 11.4.9 Standard Authorization Reporting
  - 11.4.10 Portal Permissions
- 11.5 Conclusion
12 Conclusion
Appendices
- A Appendices
  - A.1 Acronyms
  - A.2 SAP Notes
  - A.3 Transactions Cheat Sheet
  - A.4 Tables Cheat Sheet
  - A.5 Programs Cheat Sheet
  - A.6 Enhancement Package Checklist
  - A.7 Troubleshooting Guide
  - A.8 Recommended SAP Standard Courses
  - A.9 Recommended Readings
  - A.10 Social Media
  - A.11 SAP Communities
  - A.12 Recommended Events
  - A.13 Bibliography
- B The Author
Index

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Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

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Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

You'll learn about:

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Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

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