HCM Experience Lounge HCM EXPERIENCE LOUNGE–I SAP Simple Finance (S/4HANA) taler vi om 4 tabeller ... The key is unlocking data to move decision making from sense & respond to predict

HCM Experience Lounge

welcome HCM EXPERIENCE LOUNGE

VELKOMMEN

Agenda

09:30 – Introduktion 10:00 – Hvad sker der i SAP 10:30 – Verden forandres 11:00 – Nyheder fra KMD 11:30 – Hvordan kan SpinifexIT hjælpe dig af med nogle af dine daglige hovedpiner? 12.00 – Mulighed for dialog med netværk og herefter afslutning

Hvad sker der i SAP-land?

Hovedtendenser

• SAP HANA og S/4HANA

• SuccessFactors

• Workforce Analytics

Fundamentet skal være i orden

Et par hurtige eksempler

• Finance

– Skabelse af et ”typisk” dokument/bilag i ”traditionel SAP FI” involverer omkring 15 tabeller og indeks, der skal opdateres

– I SAP Simple Finance (S/4HANA) taler vi om 4 tabeller

• Logistics

– Skabelse af et ”typisk” dokument/bilag i ”traditionel SAP Logistics” involverer omkring 28 tabeller og indeks, der skal opdateres

– I SAP Simple Logistics (S/4HANA) taler vi om 2 tabeller

Og nu til noget helt andet…

Og så til noget helt tredje…

Nysgerrigheden udvikler sig over tid

Sense & Respond Predict & Act

Raw

Data

Cleaned

Data

Standard

Reports

Ad Hoc

Reports &

OLAP

Generic

Predictive

Analytics

Predictive

Modeling

Optimization

What happened?

Why did it happen?

What will happen?

What is the best that

could happen?

Com

petitive A

dvanta

ge

Analytics Maturity

The key is unlocking data to move decision making from sense & respond to predict

and act

Business Intelligence that grows as your company grows

Hvad kan/skal vi måle og analysere?

Rekruttering

Fastholdelse

Performance & Career

Management

Uddannelse Comp. & Benefits

Workforce

Organisatorisk effektivitet

SPØRGSMÅL

Verden forandres?

HCM in the CLOUD

Bliver alt forandret ?

Og skal vi lave løn i Cloud’en i morgen ?

Nej – men der sker en udvikling

…HR’s udvikling over tid

Role of HR

Early 20th Century 21st Century

Caretaker Strategic partner

Employee focus Records

Cost-effectiveness Employee development

Trenden

Talent management

Succession Planning

Automatisering af processer

Performance management

Talent management

Succession Planning

Social media

Rekruttering Dataanalyse

Selvbetjening

E-learning Mobilløsninger

Workflow

Refusioner

Rapportering Lønadministration

Bogføring

Organisationsstruktur

Uddannelsesadministration

Fravær

Personaleadministration

HCM

HR Administration

Automation &

Self-service

Strategi

Processerne er de samme

Administration

Tiltrædelse/on-Boarding

Afvikling/Off-Boarding

Rapportering

Kompensation

Rekruttering

Drift

Udvikling

Uddannelse

Målsætning

Sammensætningen – On premise - Cloud

Løsningsmodeller

Den foreslåede løsningsmodel bygger på konceptet “Talent Hybrid” hvor SAP HCM miljø fortsat er master system for HR stamdata.

Masterdata er placeret i SAP HCM system som er master for personaledata – som fx navn, adresse, bankoplysninger, ansættelseskontrakt, lønoplysninger, friheds- og lønsaldi etc.

Procesrelaterede informationer som fx mål, vurderinger, bonuspuljer, stillingsopslag, nøglestillinger etc. vedligeholdes i SuccessFactors som er master system for disse oplysninger

Integrationerne

• Integrationen mellem On premise og clould er blevet bedre

• SAP har holdt hvad de lovede – brugt meget energi på dette og det virker faktisk.

Systemintegration

Implementeringen

System landskabet

Projektfaserne

Opstartsworkshop

• Sprint 1

• Afklaringer

Evalueringsworkshop

• Sprint 2

• Forretningstest

• Afklaringer

Evalueringsworkshop

• Sprint 3

• Forretningstest

• Fejlrettelser

Afleveringsworkshop, Integrationstest, uddannelse og cut-over

• Go-live

FASE FORLØB

SUPPORT

Supportbehov

• Udviklingen går hurtigt – så store releases

• Hyppige releases

– 2BM tilbyder release supportpakker på 3 niveauer

SuccessFactors release plan cycle

Release Document

Release in test

Release in production

30 days 30 days

Workshop: Review of changes Show and evaluate new functions Estimated time 8 hours Customer resources: 2 hours per process owner

Basic support Regression test support Review of documentation Estimated time 10 hours Customer resources : 1 day per module

New functionality New dokumentation New learning materials Customization Legal requirements Change in set-up Changing roles Creating new roles Estimated time 16 hours (change) Customer resources: ??

Test Test

SPØRGSMÅL

NYT FRA KMD

INTERNT

KMD A/S

[VÆRDIFORDOKUMENTID]-V[DOKUMENTVERSION]

Den 28. maj 2015 hos SAP, København

Anni Kaasgaard, KMD

2BM HCM EXPERIENCE LOUNGE

INTERNT

KMD A/S


AGENDA

Nemkonto

Refusionsløsningen

52

INTERNT

KMD A/S


NEMKONTO

NemKonto er den bankkonto, som alle personer har i Danmark til at modtage udbetalinger fra det offentlige, men må også anvendes til udbetalinger fra private virksomheder

Hvor mange udbetaler lønnen til medarbejderens NemKonto?

Vejledning omkring løsningen blev udsendt februar 2015

53

INTERNT

KMD A/S


NEMKONTO – KORT OM LØSNINGEN

Aftale med Nets omkring tilslutning til NKS-PU (NemKonto-systemet for Private Udbetalere)

NKS indeholder et register, der knytter CPR-numre til kontonumre i danske pengeinstitutter

Opsætning af IT0009 – Bankforbindelse

Banknøgle og konto skal udfyldes med 9-taller

Masseopdatering IT0009 – Bankforbindelse

Rapport over bankdetaljer

Lønsedlen – “Overført til din NemKonto”

54

INTERNT

KMD A/S


REFUSIONSLØSNINGEN - NYTTEVÆRDIER

Sikre rettidig anmodning af sygedagpengerefusion og barselsrefusion hos kommunen jf. loven om sygedagpenge, samt lov om ret til orlov og dagpenge ved barsel

Fraværet skal være indberettet (IT2001) for at refusionssystemet kan søge refusionerne korrekt

Mulighed for opfølgning af forventet og modtaget refusionsbeløb

Mulighed for automatisk bogføring

55

INTERNT

KMD A/S


REFUSIONSLØSNINGEN

PROCES

Fremsøgning af refusionssager

Opfølgningsliste – evt. håndtering af meddelelser

Indberetning i NemRefusion

Refusionsopgørelse – hvilke medarbejdere der er søgt refusion for, hvilke anmeldelser og anmodninger der er dannet i en given periode, forventet beløb m.m.

56

INTERNT

KMD A/S


REFUSIONSLØSNINGEN

INTEGRATION TIL NEMREFUSION

Mulighed for integration til NemRefusion – kræver evt. assistance fra 2BM

NemRefusion Statusrapport vises indberetninger der er overført til NemRefusion

Hver indberetning bliver opdateret med en statusmeddelelse fra NemRefusion, når de har modtaget indberetningen

57

INTERNT

KMD A/S


REFUSIONSLØSNINGEN

NY VERSION INKL. 4 TIMERS REGLEN

Hvis en lønmodtager er delvis uarbejdsdygtig, skal der være minimum 4 timers fravær i en kalenderuge, for at opretholde retten til dagpengerefusion

Hvis der er minimum 4 timers fravær i en kalenderuge, skal der ikke startes på en ny arbejdsgiverperiode

Alle typer sygdomsfravær (sygdom, delvis uarbejdsdygtig, arbejdsskade og §56) indgår i denne beregning. Dette betyder, at alt sygdomsfravær sammenlægges, indtil der er en uge, UDEN 4 timers fravær

Kunderne, som benytter Refusionsløsningen, skal have den nye version implementeret evt. med assistance fra 2BM

Bedre kvalitet og funktionalitet i den nye version

58

INTERNT

KMD A/S


REFUSIONSLØSNINGEN

IGANGVÆRENDE UDVIKLINGSPROJEKTER

Modtagelse af refusionsbeløbet fra NemRefusion

Automatisk bogføring af modtaget refusionsbeløb fra NemRefusion

Tæt samarbejde med Aarhus Kommune, NemRefusion og Kombit

59

INTERNT

KMD A/S


REFUSIONSLØSNINGEN

VIDERE FORLØB

Interesseret i Refusionsløsningen tag kontakt til Finn Rieks, KMD eller 2BM

Interesseret i at få implementeret den nye version af Refusionsløsningen inkl. 4 timers reglen tag kontakt til Finn Rieks, KMD eller 2BM

Interesseret i Integration til NemRefusion tag kontakt til 2BM

Interesseret i udviklingsprojekterne omkring Refusionsløsningen tag kontakt til Anni Kaasgaard, KMD ([email protected])

60

INTERNT

KMD A/S


61

Employee Lifecycle

28th May 2015

Taking care of HR assets – Background to SpinifexIT

– Employee Lifecycle

– Easy Toolset

– Action Points

“ Save Time &

Resources

Reduce Costs Improve Data

Quality

Simplify Processes

Our Focus Is On Improving Business Processes

SpinifexIT

MISSION: To empower SAP HR and Payroll users by offering software and services that:

• Improve strategic decision making

• Enhance reporting and analysis

• Eliminate manual processes

• Reduce payroll support efforts

• Simplify payroll and tax reconciliation

Employee Lifecycle

Pay

Attract & Recruit

Onboarding

Benefits Administration

Recognition, Merit, Pay

Career & Individual Development

Succession Planning

Offboarding

Control: SSAE16, SOX, Audit, Compliance, Statutory, Year-End

Analytics: Ad-hoc, Management Reports, Modelling, What If?

Employee Lifecycle

Attract

Offer Letter

Reference Letter

Contract Letter

Onboard

Asset Letter

1st Day Letter

Pay

Salary Increase

Retro Letter

Bonus Letter

Develop

Skill Refreshment

Reminders

Merit Letter

Retain

Appraisal Documents

Self Service

Separate

Acceptance of Resignation

End of Contract

Asset Letter

Exit Interview


Communicate


Payroll Lifecycle

Pre-Process

Starter / Leaver Data validation

Master Data Validation

Transactional Data validation

Missing Payroll Costing Data

Post-Calculation

Pay-to-Pay

Zero/Negative Nett Pay

Post-Process

Leavers: termination data

incomplete

3rd-party reports: Unions, Pension

institutues

Total Earnings Statement

Financial

Posting Report

Accrue for Holiday Pay

Bank File submission & reconciliation

Audit

Audit Report (usable version)

Financial Impact changes

Year-End

Year-End reconciliation

Employee Data-Check

Benefits

Other

Hot-Pack/EHP testing

Legacy vs To-Be testing

Parallel Payroll Testing

Redundancy



What cusomers said… Benefit Type Example Benefit derived Direct Savings Recharge Report “Direct Time Saving of 15 hours per Week”

- 17 hours down to less than 2 hours Indirect Savings Audit Report “Significant downstream time savings”:

- “the Audit Report is now usable, reducing the time for Administrators & Managers to validate changes - which means the Audit Report now gets used – reducing the risk of unchallenged changes and therefore potential cost giveaways”

Compliance Encrypted Data “Data remains secure” - “Reduces Compliance Administration costs” (less to Audit)

Data Quality Data stays within SAP “No risk of keying errors / incorrect formulae in Excel” - “Reduces cost giveaways”

Responsiveness Simple-Medium Report

“Faster turnaround for reports” - “Available same day instead of 2-3 weeks” - “Takes less time than ABAP / using the Reporting Team” - “Hourly Cost equivalents are lower” - “We can identify business issues and eliminate cost giveaways faster”

Direct Savings Holiday Accruals “The external Auditors refused to sign off the Accounts without a Holiday Accruals valuation – report produced in less than an hour”

Direct Savings Certificate Creation “72.3% reduction in Direct Time to create Certificates”

5 Things you need to know

about the Solutions

No lengthy implementation projects: Installed via transports directly into your SAP system 1. Intuitive drag-and-drop interface: is easy to use and allows even non-technical users to easily build, test, and roll out a report in minutes

2.

Uses your existing SAP security concepts and roles 3.

Designed for usability: you never need ABAP or coding. 4. Reports, documents and correspondence can be easily scheduled: to run at a time that is convenient to you or made available through SAP self-service portals

5.

Now available for SAPUI5: distribute reports, documents, correspondence via iOS devices, Android devices, Browser… 6.

Successfactors

SAP HCM

Workforce Planning & Analytics

Core HR and Payroll

Time & Attendance Management

Talent Management

SAP HCM On Premise

Goals

Workforce Planning

Performance

Compensation Succession

Analytics Recruiting Learning

Jam

Pre-Process Master Data Validation: Starters Why? • Requirement to check that starters have been set up with correct data How? • Use a data validation report to ensure that all key fields have been completed Example • Outputs employees with missing data:

– Hire-date filter specified: July 2014 – Fields specified:

• Position • Cost Centre • Annual Salary

• Missing data is highlighted with a user-friendly message

Pre-Process Master Data Validation Why? • Requirement to check that employee data is correct and that the payroll process

can run How? • Use a data validation report to ensure that payroll fields have been completed Example • Outputs employees with missing data:

– Cost Centre, Cost Centre Description – Work Schedule – Postcode (from permanent residence address) – Tax code

• Show missing data as “blank”

Apply a filter to only see employees with missing data Sort columns to find all employees who are missing the same type of data

Sort by “Missing Cost Centre”

Only show employees with missing data

Pre-Process

Master Data Validation

Filtering & Sorting

Post Calculation Excessive Values Why?

• Requirement to check that specified Payroll Values do not exceed specified Audit Amounts

How?

• Use a Payroll report to highlight employees with excessive values in specified fields

Example

• Outputs employees with Gross Pay greater than €8,000

• Other examples could include:

– High Nett Pay

– Excessive Overtime

• You can specify the threshold value(s)

Post Calculation Excessive Values

Change the threshold from £8,000 to £5,000

Post Process Total Earnings Statement Why?

• Requirement to provide a “Statement of Earnings” for the DWP, or (e.g.) to support a mortgage application for an employee

How?

• Create a formatted document using data from PA and PY

Example

• Note:

– You can determine the layout of the document

– You can select the dates for the data

– You can select the employees for which the document is to be created

– You can include images, logos, signatures, etc.

– You can distribute the document by email, print, send to ESS Portal etc.

Post Process Total Earnings Statement

Branding

Signature

On-the-fly date ranges

Post Process Total Earnings Statement Multiple Employees

Generate documents for multiple employees in seconds

Audit Usable Version Why?

• Audit requirement to make sure changes made affecting Payroll data are correct / have been authorised

• Standard SAP report is difficult to understand and as a result, tends not to be used leaving Payroll changes unchecked

How?

• Use a report from the SpinifexIT report set

Example

• Note:

– Choose what you want to audit

– Choose who changed records

– Choose who had records changed

– Choose audit period What if I want to audit specific Payroll Elements or a specific User?

See the “Old” and “New” values ^^ side-by-side

Audit Usable Version

Basic Pay changes made by VBAILEY

Post Calculation Pay-to-Pay Why?

• Finance, Audit & Payroll requirement to check that Payments to be made are within a specified range of those paid to the same employees the previous period

How?

• Use a report to highlight the show differences between payroll periods

Example

• Note:

– Shows the difference between Periods 7,8, 9

– You can choose how far back to compare

– Show multiple periods on one report

Questions?

“…There are no foolish questions and no one becomes a fool until they have stopped asking questions.” Anonymous

NÆSTE GANG 5. NOVEMBER 2015: SÆT KRYDS I KALENDEREN

DIALOG MED NETVÆRK TAK FOR I DAG