Organisational Management in SAP HR
-Model the functional organizational structure (dept hierarchy for example) as well as the reporting structure of your enterprise as an organizational plan.
-Analyze the current org plan according to your requirement
-Create further organizational plans as planning scenarios in order to simulate new structures in the frame work of Business process (Re-) Engineering.
-Create effective work flow Management by accessing the reporting structure
You can maintain your Organization plan in Organization Management using a number of different interfaces.
-Organization Management:- Includes various user group – specific modes and views with which to edit organizational plans.
-Organization & Staffing:- Provides an intuitive interface for creating and editing organizational plan.
-General Structure:- Allows you to edit organizational plans with any structures including object types which you have defined yourself.
-Matrix View:- For creating and editing matrix structure.
-Infotype Maintenance:- Allows you to edit the characteristics of various objects and their relationships via infotypes.
-Simple Maintenance:- Provides an overview of object and structure editing.
-Structural Graphics:- Enable you to view objects and structures, and person a variety of maintenance activities for the objects in graphical format.
You can maintain any number of plan versions. Plan versions allow you to create several organizational plans in the system at the same time. You can simulate and compare various scenarios using plan versions.
One of these plan versions represents the active organizational plan, and is flagged as the active integration plan version. [PL0G PLOG1]
Object Types: There are 5 Basic object types ; each has its own object type key.
Org Unit (O):
Organizational units describe the various units in your enterprises that are usually structured according to tasks and functions.
E.g.: Company Departments.
Jobs are general classifications for sets of tasks or functions that an employee is required to perform.
Positions are specifications tied to organizational unit and are held by individual in the enterprise.
E.g.: Sales Managers, HR managers
Cost Centers (K):
Cost centers can be related to Org. Units and Positions.
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Explore the blog post on SAP HR training to become a pro in SAP HR.
Tasks (T): -
Tasks describe the responsibilities jobs & Positions
E.g.: Job – Manager – Tasks – managers department – Coordinates meetings
Work Centers (A):-
Work centers describe the physical locations where tasks are performed.
E.g.: Corporate office plant.
Other Object types:
Budget – BU – Designed to Org. Unit
Qualification – Q – Assigned to Persons, Jobs and Positions.
-You can create relationships between the individual elements in your organizational plan. There are different types of relationships as the types of connections between elements vary.
-The relationships between basic object types are defined in the standard SAP system and should not be changed.
-You can define your own relationships. The range AAA to ZZZ is reserved for relationships created by the customer.
-Relationships between objects are reciprocal. It a job describes a position, in turn, will be described by the job. These relationships are distinguished by the identification ‘A’ & ‘B’.
Technical identification of relationships:
A relationship may also be one-sided. Relationships to objects of an external object type (cost center in controlling for example ) are one-sided, that is, they only go in one direction.
Object relationships : Org Units
Object relationships: Jobs and Positions
-When a position is described by a job it will inherit certain characteristics of the job such as associated tasks. (Principle of inheritance).
-A job may describe several positions but a position may only be described by one job.
Other relationships between Positions
-A/B004 – “ is subordinate to /is disciplinary supervisor of “
-A/B005 – “Is subordinate to / is supervisor of”
-A/B210 – “ Substitutes with profile/ substitute with profile” (work flow)
Object relationships : The organizational Plan
The relationships between the basic object types give rise to structures.
Eg: Org. Unit
Once you have created the structure along objects and relationships. You can assign additional characteristics to the objects.
Object Characteristics: Infotypes
Object characteristics are maintained in infotypes
Main Characteristics Egs
Object Org unit, Position, Job
Relationship Belongs to , reports to
Description General Text
Cost Planning Cost elements
Address First Address, Second Address
Object Characteristics: Object ID
When an object is created, an object ID must be assigned
-Internal Number assignment [IN]: Automatic allocation of object ID by the system
-External Number Assignment[EX]: Allocation of object ID by an administrator.
Object Characteristics: Status
-Every infotype is assigned a status
-Objects can be created in either planned or active status
-You must assign a status to every object or infotype you create. You do not however have to use all the statuses. Many users use only the active status.
-Report RHAKTI00 lets you change the status of several objects at the same time.
Object Characteristics: Validity dates
- Allows you to define the life span of an object or infotype record.
- Identify changes to your organization while retaining historical data.
Allows you to evaluate the organizational structure on key dates.
Object Characteristics: Time Constrains
Class 1: Information must exist for the entire life cycle of the object but can be changed.
E.g.: Object must have a short name. This information must exist uninterrupted, but can be changed.
Class 2: Information is optional but can exist only once within a user – defined period.
E.g.: A position may only have one vacancy infotype at a time.
Class 3: Information is optional and the number of data records that can exist within a user – defined period.
E.g.: Sales department can be related with number of positions simultaneously.
Class 3 with Additional Conditions:
Information is optional, and the number of data records that can exist within a user- defined period is dependent on the type of target object.
E.g.: A position can be described by only one Job but by a number of tasks.
ORGANIZATIONAL & STAFFING INTERFACE:
Menu: Settings & Commands
|Search Area : |
|Overview Area : Displaying / Maintaining|
|Selection Area: |
|Detail Area: Displaying / Maintaining|
EXPERT MODE – INFOTYPE MAINTENANCE:
Infotype are accessed directly from object maintenance. Objects with various statuses can be maintained.
T Code: PP01 .
HR → OM → Expert Mode
Object: Validity period, status, object Abbreviation, Name
Relationships: Relationship infotype allows you to define the relationships that exist between different objects.
Infotype Maintenance – Manually Create relationship.
Simple Maintenance-System automatically creates relationships
Structural Graphics-System automatically creates relationships
Description: Allows you to append long text description
Vacancy: Allows you to identify position vacancies. A vacancy occurs when a position is not occupied either currently or at some point in the future but is to be occupied again.
Positions cannot be flagged simultaneously as vacant and obsolete if a vacant position is flagged is obsolete, the vacancy is delimited at the start of the validity of the obsolete flag [minus one day].
If you want to activate integration with recruitment you need to maintain vacancies using this infotype.
Obsolete: This infotype denotes positions that are no longs necessary but are still occupied. As soon as the position holder leaves the position a dialog box answers asking is you would like to admit.
EXPERT MODE – SIMPLE MAINTENANCE:
For O.M users, simple maintenance is best used to establish the basics framework in organizational plan development.
Simple Maintenance uses a free structure, which allows you to create a basic frame work for organizational plans, using streamlined procedures.
There are three main areas in simple Maintenance depending on whether you want to edit organizational structures, staff assignment or track profiles.
Change Organizational structure:
This screen allows you to build up and maintain the organizational structure for your organizational plan
Change Staff Assignments:
This screen allows you to identify the staff assignment required for an organizational plan.
Change Task profile:
This screen allows you to create maintain and view task profile for Org. units, jobs and positions.
You can work with simple Maintenance using one or two
Views: (i) Over all view (ii) Human Resources View
(i) Overall View:
You can work with: tasks, standard tasks, work flow tasks, work flow templates and roles.
(ii) Human resources view:
You can only work with tasks and standard tasks.
Refers to relationships between positions. Positions may be subordinate to other positions.
You can display a complete reporting structure using report ‘RHSTRU00’
If integration is active the fields Org. Unit, Job, and Cost center in the Assignment are field from Organization management and accept no input.
Group Sem. --- Value --- Description
PLOG1 ORGA X - Integration Switch: Org. Mgmt
PLOG1 PRELI 99999999 - Integration: Default Position
PLOG1 TEXTC X - Integration: Transfer short text of job
PLOG1 TEXTO X - Integration: Transfers short text of
PLOG1 TEXTS - Integration: Transfer short text of
PLOG1 EVENB X - Enhanced Integration (X = On,
PLOG1 EVCCC 02 - Master Data action: Company code
PLOG1 QUALI A 032 Q - Integration Qualification / Personal
q If you activate the PLOG1 ORGA switch you enable the following: Transfer to Personnel Admin of changes to object relevant for integration. [E.g.: Org. units, Positions, Jobs]
q You must also set the integration plan version in the entry PLOG1 PLOG1. If you do not an integration plan version, integration is not active.
The following reports are relevant for the transfer of data from Org. management to Personnel Administration.
RHINTE 00: If you have already HR Master Data, You must start the report ‘RHINTE00’.
RHINTE 10: generate the required table enters in Personnel Admin for Org. Management Objected that are relevant for integration.
RHINTE 20: Checks whether all of the objects relevant for integration exist in both personnel Administration and Org. Management.
RHINTE 30: Transfer a persons Organization agreement (Positions , Org units) from Org. management to the Org. Assignment (IT0001) infotype of Personnel Administration.
Some Important Infotypes used:
Infotype Infotype Text
1008 Account Assignment
1009 Health Examinations
1010 Authorities and Resources
1011 Work Schedule
1013 Employee Group/Subgroup
1015 Cost Planning
1016 Standard Profiles
1017 PD Profiles
1018 Cost Distribution
1019 Quota Planning
1027 Site Dependent Info
1028 Address Infotype
1032 Mail Address
1039 Shift Group Infotype
1208 SAP Organizational Object
1222 General Attributes Maintenance