Product
SAP ERP
G.B.I.
Release 6.0 EhP4
Level Undergraduate Graduate Beginner
Focus
HCM
Authors Claudia Kroliczek Mark Lehmann Stefan Weidner Version
2.11
MOTIVATION
This case study represents an
introduction to human resource
related organizational
management and personnel
administration in a human resource
management system on the basis
of the HCM (Human Capital
Management) module of an SAP
ERP G.B.I. 6.0 system.
Hence, the case study is
addressed to SAP HCM first-time
users. As previous knowledge,
basic principles of ERP as well as
navigation fundamentals in an SAP
ERP system are required
In the scenario’s context of the
HCM case study, a new
department in the GBI company is
created. Three positions are
defined within the new department,
from which two are assigned to
employees in the course of the
case study.
PREREQUISITES
Before you use this case study, you
should be familiar with navigation in
the SAP system.
In order to successfully work through
this case study, it is not necessary to
have finished the HCM exercises
(HCM 1 through HCM 6). However, it
is recommended.
NOTES
This case study uses the Global Bike
Inc. (G.B.I.) data set, which has been
created exclusively for SAP UA
global curricula. Human Capital Management (HCM) Case Study
This case study explains a human capital management process using organizational management and personnel administration.
Process Overview
Learning Objective Understand and perform a Human Resource process. Time 40 Min Scenario In the U.S. Global Bike Company, a new security department will be equipped with first three positions. The first position is also head of the new organizational unit. The other positions are set up for a security guard and a security manager. For two positions, qualifies employees were found. You, as an employee in Human Resources are responsible for maintaining the data of the new employees in the system. To ensure that the head of the new department receives his or her reward at the end of the month, you maintain the personnel master record accordingly. In the course of double-checking, you make sure that all changes are also included in organizational management.
Employees involved Marco Romero (Recruiting Officer)
Sang Cha (Personnel Administration Officer)
You start the process with the creation of three positions for the head of the
Process description department and two other positions. Next, the positions of the Security
Guard and the Chief Security Manager are staffed with employees with the
help of a personnel action. Afterwards you maintain the bank details and
basic pay data of the Chief Security Manager. Finally, you review the
changes in the organizational plan.
Create Positions
Task Create positions within the organizational structure. Time 10 min
Short Description Use the SAP Easy Access Menu to create three positions for the new security organizational unit.
Name (Position) Marco Romero (Recruiting Officer)
Positions are occupied by employees. If a position is not occupied, it is vacant. Positions are assigned to organizational units. Example: position administrator of accounts payable accounting.
Positions
To create a position, follow the menu path:
Human Resources ? Organizational Management ? Organizational Plan ? Organization and Staffing ? Change
Menu path
The positions should be created in the department ### Security, ### being replaced by your group/computer number. Therefore, please go to the window Find by on the left side of the screen . There, click on
Organizational unit and search term, enter the search term ### Security in the name entry field and press . The search result should be displayed in the Hit list window on the left side of the screen.
### Security
Please choose your organizational unit via double-clicking so that it
appears on the right side of the screen. Highlight your organizational unit and click on in the context menu.
In the upcoming screen Choose Relationship, please choose Incorporates
as you would like to create a position.
A new position was created underneath your ### Security department. On the bottom of the screen, the details for the new position are displayed.
There, please enter the abbreviation ### CSM for the position and ### Chief Security Manager as the name. Please activate the check box Head of own organizational unit. Enter 1st of the current month as Valid from.
If this field should be greyed out, please click on Display key date. The functionality should be available then.
### CSM ### Chief Security
Manager
1st of the current month Press enter to update the entered information. The organizational structure
should now look as follows:
If you do not see the columns Code and ID, you can insert them by
pressing and choosing the respective columns. Continue with
.
According to the previous procedure, please create the position Security
Guard underneath the Security department. As abbreviation, please choose
### SG and as name ### Security Guard. Press enter to update the information. Your structure should now look like the following picture.
### SG ### Security Guard
According to the previous procedure, please create the position Security
### SM Manager underneath the Security department. As abbreviation, please
### Security Manager choose ### SM and as name ### Security Manager. Press enter to update
the information. Your structure should now look like the following picture.
Save your changes and click on the exit icon to return to the SAP Easy
Access screen.
Hire Employees
Exercise Hire employees for the new positions. Time 15 min
Short Description Use the SAP Easy Access Menu to hire two employees in the Security Department.
Name (Position) Marco Romero (Recruiting Officer)
To hire the employee, follow the menu path:
Human Resources ? Personnel Management ? Administration ? HR Master Data ? Personnel Actions
Menu Path
Please enter the 1st of the current month as the start date. Make sure that the field Personnel Number is empty and press enter. Following, select the action Hiring (TE mini master) out of the corrective actions and enter DL00 as the personnel area, 1 as employee group, and U4 as employee subgroup. Then, highlight the action and click on Execute .
1st of the current month Hiring (TE mini master)
DL00
1 U4
In the Create Actions screen, find the position ### Chief Security Manager with the F4 help. Then, press Enter to continue.
### Chief Security
Manager
Please save your data. You will automatically be taken to the next infotype. Write down the Personnel Number of your employee, stated at the top of the screen in the field Personnel No.
Personnel number
You will be taken to the Create Personal Data screen. Enter a name and a date of birth for your manager. For Social Security Number (SSN), choose a 9-digit number of your choice. Then, press enter to confirm your entries. The screen with all data should look like displayed in the following screen.
Name Birth date 9-digit number
Then, save your data. You will automatically be taken to the next infotype. In the Organizational Assignment infotype, define EX00 as subarea . Save the data and choose YES to confirm the selection of your position’s
vacancy.
EX00
Save the infotype Travel Privileges without any changes.
In the next window, choose Permanent residence as the subtype for the infotype Addresses and continue with
.
Permanent residence
In the Create Addresses infotype, enter optional data for Street. In the City field, enter Dallas, select TX as State and for Texas and postal code 75201. Save your data with .Dallas
TX 75201
In the Tax Area screen, please choose TX
as tax area and press Enter.
Save your data to proceed with the next infotype. The following two
infotypes can be saved without any changes. After having saved the last
infotype, the status bar indicates that the record has been created. Close the
window Tax Area and choose .
TX
Repeat the whole procedure for the second employee. This time you hire an employee for the position ### Security Guard. Again, enter the 1st of January of the current year as the start date. Following, please select the action Hiring (TE mini master) out of the corrective actions and enter DL00 as the personnel area, 1 as employee group, and U4 as employee subgroup. Then, highlight the action and click on Execute .
Jan 1 of current year Hiring (TE mini master)
DL00
1
U4
In the Create Actions screen, find the position ### Security Guard using
the F4 help. Press Enter to continue and save your data.
### Security Guard
You will be taken to the Create Personal Data screen. Enter a name and a date of birth for your guard. For the Social Security Number (SSN), choose a 9-digit number of your choice. Then, press enter to confirm your entries and save your data. The system will automatically take you to the next infotype. Write down the Personnel Number of your employee.
Name
Birth date 9-digit number Personnel number
In the Organizational Assignment infotype, define FI00 as subarea. Save
your d ata and confirm the selection of your position’s vacancy by clicking
on Yes. Save the infotype Travel privileges without any changes.
FI00
In the next window, choose Permanent residence as the subtype for the Addresses infotype and continue with . Then, the Create Addresses infotype is displayed. Enter optional data for Street. As the City, enter Dallas, as the State choose TX for Texas and postal code 75211. Save with .Permanent residence
Dallas
TX
75211
In the upcoming screen Tax Area, choose TX as tax area and press Enter.
Save your data to proceed with the next infotype. The following two
TX
infotypes can be saved without any changes. After having saved the last infotype,the status bar indicates that the record has been created. Close the window Tax Area and choose . Now, you have hired two new employees.
Click on the exit icon to return to the SAP Easy Access screen.
Maintain Personnel Master Record
Exercise Maintain the personnel master record. Time 5 min
Short Description Use the Sap Easy Access Menu to maintain the personnel master record of one of your employees.
Name (Position) Sang Cha (Personnel Administration Officer)
To maintain the master record, follow the menu path.
Human Resources ? Personnel Management ? Administration ? HR Master Data ? Maintain
Menu path
Type in the personnel number of the employee working as ### Chief Security Manager or search for the personnel number with the F4 help using first or last name and press Enter. Choose your employee and continue with . Press Enter to retrieve your employee ’s data . Now, highlight the infotype Bank Details and press
Bank Details
In the Create Bank Details screen, enter Check [C] as the payment method and save the infotype with .
C
Back in the Maintain HR Master Data screen, on the Gross/net payroll tab choose the Basic Pay infotype and proceed with .
As Ps Group please choose SALES and press Enter. Assign your employee an annual salary of 200,000USD and press enter. Save your infotype and ignore the warning message by pressing Enter twice.
Click on the exit icon to return to the SAP Easy Access screen
SALES 200,000 USD
Display Changes in the Organizational Plan
Exercise Display the changes you have made to the organizational plan. Time 5 min Short Description Use the SAP Easy Access Menu to display the modified organizational plan of the Administration department.
Name (Position) Sang Cha (Personnel Administration Officer)
To display the organizational plan, follow the menu path.
Human Resources ? Organizational Management ? Organizational
Plan ? Organization and Staffing ? Display
Menu path
Please check whether your employees are allocated to the Chief Security
Manager’s position and the Security Guard’s position. Pay attention to
whether the preview period starts at 1st of January of the current year and displays at least 1 year. If you do not see your organizational unit in the structural view, please search for your organizational unit in the Find by window and open it in the structural view on approval. Now you should see that your employees are allocated to the right positions. Jan 1 of current year
1 year