All Materials in this Presentation are Fulton County Schools Confidential SAP A+ Fulton County Schools Introduction to Human Capital Management Version

All Materials in this Presentation are Fulton County Schools Confidential

SAP A+

Fulton County Schools

Introduction to Human Capital Management

Version 2.0


Learning ObjectivesUpon completion of this section, you will be able to:

Understand what SAP is

Understand how SAP will help FCS

Describe the functionality of the Human Resources (HR) module

Identify the major components of the HR module

Identify the five major applications of the HR module


What is the A+ Project? Fulton County Schools is embarking on a project to support on-

going business operations

Included in this project is:

Replace aging and sub-optimal business systems inHuman Resources (HR)FinanceLogistics

Implement an Enterprise Resource Planning (ERP)

system called SAP


Why is FCS Changing Software Systems? We currently have a number of inefficient and redundant data

management processes

Going to a new software system, like SAP, will help break the cycle of inefficiency

SAP will help to reduce paperwork, reduce duplicate manual processes, and implement a more reliable and scalable solutions

Will be able to construct a foundation to meet the future educational needs of an aggressively growing county


What Will We Achieve? Significantly improved FCS operations and management in:

Finance Personnel Administration Payroll Pension Administration Purchasing Inventory Control

Improved quality and access to information available at all levels in the organization

Improved reliability and stability of the systems supporting key areas of FCS’ operations


What’s the Benefit for You? A “Best Business Practices” information system that will provide:

Automation of manual processes Increased productivity Elimination of redundant work

Data integrity – data is entered once and used by all

One system to learn and support

Ability to report on and analyze the organization as a whole instead of one department at a time

Ability to communicate with systems that are not partof SAP

Data can be shared across modules without dual entry


What is an ERP System? ERP stands for Enterprise Resource Planning

Enterprise Resource Planning systems (ERPs) integrate all data and processes of an organization into a unified system

A typical ERP system will use multiple components of computer software and hardware to achieve the integration

A key ingredient of most ERP systems is the use of a unified database to store data for the various system modules

By selecting specific components a company can customize the ERP system to meet their needs


What is SAP? SAP is the world’s largest ERP software company

SAP stands for Systems, Applications and Products for Data Processing

Implemented in more than 36,000 companies with more than 12 million users

World’s third-largest independent software supplier

Provide companies with the ability to have a common corporate database for a comprehensive range of applications

One database instead of databases for each

department that don’t talk to each other


HR Module

The HR application module supports the business activities associated with Personnel Administration and Personnel Planningand Development

HumanResources

2007

HR

Records


HR Applications

Organizational Management

PersonnelPlanning &

Development

Payroll Accounting

PersonnelManagement

Time Management


Organizational Management Organizational Management:

Object types Reports

PersonnelPlanning &

Development

Payroll Accounting

PersonnelManagement

Time Management



Organizational Management Organizational Management provides a comprehensive and

dynamic model of the organization’s structure

The organizational plan consists of the following object types:

Organizational units Positions Jobs

By establishing relationships amongst these object types, a hierarchy that matches the organizational structure can be created


Object Type Terminology Organizational unit:

The principal object in an organizational plan Represents an organizational entity (such as department, division, or

group) which performs specific functions within a company Job:

It is a general classification of duties versus a specific set of duties that must be performed

Many employees can hold the same type of job, such as manager, professional assistant, or teacher

Jobs are used as the basis for creating positions, i.e., employees are not assigned to jobs, they are assigned to positions


Object Type Terminology (continued) Position:

Individual, employee assignments within the company Linked together by creating relationships, which allows for the chain

of command to be identified within the organizational structure


OM Master Data Elements

OrganizationalUnit(s)

Assigned

OrganizationalUnit(s)

Assigned

Cost CenterAssigned

Cost CenterAssigned

Qualification(s)Assigned

Qualification(s)Assigned

JobAssigned

JobAssigned

Person(s)Assigned

Person(s)Assigned

PositionPositionPositionPosition


Attributes of Positions (Example)

AlpharettaES

AlpharettaES

Cost Center:5XXX000010

Cost Center:5XXX000010

EarlyChildhood

Certification

EarlyChildhood

Certification

ElementaryTeacher

(P-5)

ElementaryTeacher

(P-5)

Mary SmithPerson ID: 12345Assigned: 100%8/6/07 – 12/31/07

Mary SmithPerson ID: 12345Assigned: 100%8/6/07 – 12/31/07

22ndnd GradeGrade

TeacherTeacherFTE: 1.0FTE: 1.0

22ndnd GradeGrade

TeacherTeacherFTE: 1.0FTE: 1.0

Position Begin: 1/1/2006End: 12/31/9999


Organizational Management: Reports The following are examples of Organizational Management

reports:

Organizational plan Job index Open Positions Position Descriptions Qualifications


Personnel Planning & Development Personnel Development:

Qualifications and requirements Career and succession plans

Reports


Payroll Accounting

PersonnelManagement

Time Management

PersonnelPlanning &

Development


Personnel Planning & Development: Personnel Development

Personnel Development enables a business to link current and future work requirements with employees’ skills, qualifications, and preferences

2007


Personnel Planning & Development: Reports Personnel Development Reports


Personnel Management Personnel Management:

Employee Master Data Employee benefits Employee separations Information systems Employee benefits Reports


PersonnelPlanning &

Development

Payroll Accounting

Time Management

PersonnelManagement


Personnel Management: Employee Master Data

SAP contains “information types” for storing employee master data

123-45-6789123-45-6789Address

BankConnection

Family

Taxes

Social SecurityNumber


Personnel Management: Employee Master Data (continued)

The personnel action function sequentially groups infotypes together to create a personnel procedure for each action

Examples of personnel actions are:

Hiring Benefits Transfer Separation

Events (0000))

Personal Data (0002)

Organizational Assig. (0001)

Corporate Structure

Personnel Structure

Organizational Structure


Personnel Management: Employee Separations

Leave of Absence (LOA)

Disability

Retirement

Termination

Death


Personnel Management: Employee Benefits Employee benefits are processed/maintained/ handled through the Benefits

Administration application

The Benefits Administration application provides all functionality required to offer and enroll an employee into a benefit plan

The functionality of the Benefits Administration application includes benefits enrollment,plan management, informationaccess, and salary administration


Personnel Management: HR Information System

The HR Information System (HRIS) application offers a broad range of reporting functions for all areas of Personnel Management

HRIS


Personnel Management: Reports The following are examples of Personnel Management reports:

Master Data List report Master Data Statistics report Infotype log


Time Management Time Management:

Work schedules Time records Attendance and absence records Attendance and absence quotas Error corrections

Reports


PersonnelPlanning &

Development

Payroll Accounting

PersonnelManagement

Time Management


Time Management: Time Management Application

The Time Management application processes employee data pertaining to time:

Establishes and maintains work schedules Timesheet data entry using CATS Records and processes personnel time worked Performs evaluations based on time

2007


Time Management: Reports The following are examples of Time Management

reports:

Personal Work Schedule report Daily Work Schedule report Attendance report Absences report Error list


Position Budgeting and Control Offers solution that integrates the Human Resource and

Financial aspects of Personnel activities

Allows the user to view a breakdown of the Funds Management totals by position

Functions as a sub-ledger to Funds Management

Allows the user to view salary and benefit totals by Funds Center (Department)


Position Budgeting and Control (continued) Allows multiple employees to be assigned to and financed via a

single position

Creates an encumbrance in Funds Management and PBC when a position is financed

Multiple sources can be used to fund a single position

Checks that all persons are financed before payroll is processed

Reduces commitment at each Payroll posting

Provides the option to perform an availability control for both FTE and dollars within customizable tolerance profiles.


Payroll Accounting Payroll Accounting:

Gross payroll Net payroll

Payroll Run

Payroll Accounting Reports Organizational Management

PersonnelPlanning &

Development

PersonnelManagement

Time Management

Payroll Accounting


Payroll Accounting The Payroll Accounting application’s primary function is to

compensate employees for completed work

Net PaymentGross Deductions


Payroll Accounting: Payroll Run Processing a payroll run consists of five steps:

Release payroll run Start payroll run Check payroll results Correct payroll data Exit payroll run


Payroll Accounting: Reports The following are examples of Payroll Accounting reports:

Federal Unemployment Insurance Report (FUI) State Unemployment Insurance Report (SUI) New Hire Reporting HIPPA Report


Learning Objectives Review What are the key object types within Organizational

Management?

The key object types within Organizational Management are organizational units, positions, and jobs

What is the functionality of the HR module?

The HR module supports the business activities needed to hire, manage, schedule, and pay employees of a company


Learning Objectives Review (continued) What are the five major applications of the HR module?

Organizational Management, Personnel Planning & Development, Personnel Management, Time Management, Payroll Accounting


Question and Answers

Documents

All Materials in this Presentation are Fulton County Schools Confidential SAP A+ Fulton County Schools Introduction to Human Capital Management Version