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

Book Information

• Publisher: SAP PRESS
• Authors: Martin Gillet
• Year: 2011
• Edition: 1
• Pages: 580
• Language: English

Description

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

Key Highlights

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

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.

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

Disclaimer

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