HCM_Form_Reporting Line Change Form

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    Table of ContentsREPORTING LINE CHANGE FORM PART1.......................................................3

    PERSONNELCHANGEREQUEST(PCR): .....................................................................4HCM PROCESSANDFORMS(HCM P&F):.................................................................4HCM PROCESS& FORMFRAMEWORK: .....................................................................4

    HCM P&F CONFIGURATION.................................................................................6

    DEIGN TIME EN!IRONMENT............................................................................."

    Purpose..................................................................................................................8

    Prerequisites..........................................................................................................8

    Process Flow..........................................................................................................9

    Result....................................................................................................................14

    TECHNICAL DETAIL OF TRANFER..............................................................1#

    PROCESSORG_CHANGE.......................................................................................15Workflow..............................................................................................................15

    Role Assignment...................................................................................................16

    FORMSCENARIOATTACHEDTOTHEPROCESS........................................................16Fields..................................................................................................................16

    Form...................................................................................................................1!

    Fields for scen"rio step #$%&'%()*A%A($R.................................................1!

    +per"tions for scen"rio step #$%&'%()*A%A($R.........................................18

    ,"ck $nd #er-ices................................................................................................19

    Att"cments..........................................................................................................19

    Rules.....................................................................................................................19

    *ess"ge *"pping................................................................................................19

    DEIGN.......................................................................................................................$%

    THINGSTOCONSIDERDURINGTHEDESIGNPLANNINGPHASE:................................!"

    ROLE........................................................................................................................$1

    PROCESSDESIGNER.................................................................................................!1FORMUI DE#ELOPER...............................................................................................!1A$AP DE#ELOPER(OPTIONAL)...............................................................................!1WORKFLOWDE#ELOPER..........................................................................................!1PORTALADMINISTRATOR.........................................................................................!1

    REPORTING LINE CHANGE FORM PART$.....................................................$$

    EUENCE TO 'UILDING HCM P&F................................................................$3

    $UILDINGFROMSCRATCH:.......................................................................................!%COPINGFROMANE'ISTINGSCENARIO...................................................................!%

    TEP '( TEP..........................................................................................................$)

    STEP1: PLANNING....................................................................................................!4#cen"rio differences.........................................................................................../4

    Form differences................................................................................................./4

    Workflow differences........................................................................................../5STEP!: COPFORMSCENARIOSOC1 TORLC.....................................................!6

    1

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    STEP%: RE#IEWRLC.............................................................................................!STEP4: DEFINEAGENERICSER#ICE.......................................................................!*

    #tep 4A &efine (eneric #er-ice for Form #cen"rio...........................................01

    #tep 4, ,A&' 'mplement (eneric #er-ices......................................................01

    oding..................................................................................................................00

    metod 'F)2RA#R33($%)#$R'$($)+P$RA'+%#..............................00*etod 'F)2RA#R33($%)#$R'$($)F'$7&)'%F+..............................04

    *etod 'F)2RA#R33($%)#$R'$&+)+P$RA'+%#...............................05

    (eneric #er-ice %otes from #AP 'nterf"ce &ocument"tion..............................05

    PART $'.....................................................................................................................3"

    STEP4.!: DEFINEAGENERICSER#ICE(MANAGER+SPOSITION).............................%#tep 4./.A &efine (eneric #er-ice for Form #cen"rio.......................................08

    #tep 4./., ,A&' 'mplement (eneric #er-ices..................................................08

    #tep 4./. oding................................................................................................41

    *etod ($)*(R#)P+#''+%#......................................................................4/

    PART 3........................................................................................................................)3

    #cen"rio #teps......................................................................................................44

    Rules.....................................................................................................................44

    #tep 5A Assign generic ser-ices :2R);#$R)%A*$........................................45

    #tep 5, Assign generic ser-ices :2R)*(R#)P+#''+%#..............................46

    Assign te field properties...................................................................................4!

    STEP6: DEFINEHCM PROCESS..............................................................................5"STEP UNITTESTINGGENERICSER#ICES...............................................................5%STEPOPTIONAL. CREATESTARTAPPLICATION........................................................55

    PART )........................................................................................................................#"2R Admin 7i

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    Re*o+t,n- L,ne Can-e Fo+/

    Pa+t1

    T,- /023 - 7-3/ 809 70 ; 0 HCM P90 7/ F093 (P&F).

    T,- /023 ;-297-0 809 HCM P&F%) W7, 08 , I97-07< T9789 P90B /

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    PCR 7/ HCM P&F C0379/

    I - -3097 0 2/97/ , /-889 ?; PCR 7/ HCM P&F.

    Personnel Change Request (PCR):SAP+ P90< C,7> R2 (PCR) - 7 ;09@ ,7+ 79 08 M77>9 S902 08 ;?7-7< 90< 8-

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    I - -3097 0 @0; ,7:1. T, ISRPCR $ADI+ 79 0 9 2/ - HCM. (T,- 73 - 727

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    HCM P&F Conf,-2+at,onC08->297-0 7 ? 7/ - , IMG 2/9 P90< M77>3 HRA/3--97-= S9=- C08->297-0 08 F093P90.

    6

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    Des,-n T,/e En,+on/entT977-0: HRASR_DT

    O9 =-7 IMG

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    T+ansfe+ 4Inte+nat,onal5(R89 0 S7/79/ SAP H9 797 08 90-?- 7/ HRAdministrator 79 7-=

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    Process Flow

    1 *ending manager initiates trans#er

    T-e (ana,er fr&( 3-&se area "-e e($)&/ee +s "& e "ransferre. +n+"+a"es "-e Transfer$ress / se)e#"+n, "-e re)e'an" e($)&/ee an. "-e Transfer $ress T-e (ana,er"-en #&($)e"es "-e a$$r&$r+a"e f&r( In "-e f&r( "-e (ana,er en"ers "-e .a"e &f "-e"ransfer "-e re#e+'+n, (ana,er5s s/s"e( !ser na(e an. "-e reas&n f&r "-e "ransferAf"er en"er+n, an. #-e#6+n, "-e .a"a "-e (ana,er sen.s "-e re!es"

    *

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    A Mana,er )&,s +n"& "-e $&r"a) Mana,er #)+#6s &n Mana,er Se)fSer'+#e 8"-+s +s "-ene3 MSS P 1:1; < Tea( < HCM Presses an. F&r(s < S"ar" Press

    T-e HCM s"ar" a$$)+#a"+&n +s )a!n#-e. +n "-e ne3 3+n.&3 T-e (ana,er #-&&ses ane($)&/ee re$&r"+n, "& -+( "-a" -e 3+s-es "& "ransfer a3a/

    C. T, 377>9 , ,00 , T9789 8093. T, 79 , 90 79-008->29/ 809 , 377>9 90

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    D. N0; , 377>9 8-9 7/ , 9789 970.

    E. C 0 , D9-= D77B $20 9->>9 7 7

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    T, 73 08 , 9-=-> 377>9 - 0; 02

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    A T-e re#e+'+n, (ana,er )&,s +n"& "-e $&r"a) He #)+#6s &n MSS < W&r6 O'er'+e3 an."-e W= +s '+s+)e T-e (ana,er "-en #)+#6s &n >Tas6s? an. -e@)) see "-e 3&r6 +"e( +n"-e )+s"

    C)+#6+n, &n +" &$ens "-e f&r( +n a ne3 3+n.&3 T-e +nf&r(a"+&n f+))e. +n / "-esen.+n, (ana,er +s s"+)) '+s+)e

    C T-e re#e+'+n, (ana,er #-&&ses a ne3 $&s+"+&n

    1%

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    T-e )+s" &f ne3 $&s+"+&n +s $&$!)a"e. / "-e a#6en. ser'+#e S_MGRS_POSITION8(&re &n "-+s )a"er;

    D T-e re#e+'+n, (ana,er n&3 s!(+"s "-e f&r(

    : *uper-isor o# sending manager processes the request

    T-e re!es" f&r "ransfer a$$ears +n "-e universal worklist &f "-e re#e+'+n, (ana,er5ss!$er'+s&r T-e s!$er'+s&r #an se)e#" "-e f&))&3+n,

    a Request Re-ision In "-+s #ase "-e f&r( +s sen" a#6 "& "-e re!es"er

    .ppro-e Trans#er In "-+s #ase "-e f&r( +s sen" &n "& "-e HR Administrator

    8see s"e$ 4;

    # Re"ect Trans#er In "-+s #ase "-e $ress +s #&($)e"e "-eref&re s"e$ 4 +sn&" eBe#!"e.

    4 HR .dministrator completes data

    T-e "ransfer re!es" a$$ears +n "-e HR Administrator&s universal worklist T-ea.(+n+s"ra"&r a..s .a"a a&!" "-e e($)&/ee5s &r,an+a"+&na) ass+,n(en"

    %nd o# process

    Af"er "-e HR Administrator-as sen" "-e f&r( "-e s/s"e( "ransfers "-e .a"a fr&( "-ef&r( "& "-e (as"er .a"a If /&! are !s+n, "-e 'igital Personnel File8DPF; an. -a'e(a.e "-e re)e'an" C!s"&(++n, se""+n,s "-e s/s"e( s"&res "-e f&r( +n "-e e($)&/ee5sDPF

    ResultT, 90 ,7 , 80

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    Ten,al Deta,ls of T+ansfe+E7, HCM P&F 32 ,7= , 80

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    Role .ssignment

    W,0 7 79 , 90

    Form *cenario attached to the Process

    Form *C2

    Fields:

    T, 79 7

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    Form:

    T, 8093 77,/ 0 , 8093 79-0.C 0 , -0 7 9=-; ,7> /-

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    perations #or scenario step *%$/0M../%R

    T,- - ;,9 02 /8- ;, , ?7@/ 9=- 79 9->>9/. I ;-9/ -8 , 92

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    +ack %nd *er-ices

    .ttachments

    D8- -8 77,3 79 7

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    Des,-nW, ?2- HCM P90 7/ F093 , 90 - =9 -3097.

    HCM P&F /=00/ 2/97/-> ;-, ,-9 ?0@ 79-0. I - /-88-2

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    I 0 ->

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    T, 700/ 2/97/-> 08 U-=97< ;09@297-0 7/7/3--97-0.

    Re*o+t,n- L,ne Can-e Fo+/

    Pa+t$

    P79 1 0=9/ ?7- -90/2-0 0 HCM P&F ?9-8 ;7, 08 /-> -3 7/08->297-0 7/ >0-> ,902>, , 7/79/ SAP 73 L- C,7>.

    I 79 ! ; 79 >0-> 0 0=9 , 80

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    e82ene to b2,l,n- HCM P&FT, /-> -3 (977-0 HRASR_DT) - , 37- 00< - ?2- HCM P&F. I,09 02 ,02 -3.

    +uilding #rom scratch:A89 77 , ?2- 79-0 02 70

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    te* b7 te*

    *tep 2: Planning

    A 3-0/ ?809 - 0 08 , 30 -3097 7 08 HCM P&F/= L- C,7> 79-0.

    *cenario di##erences:

    F093 79 ,9.T,9 - 0 / 809 72037- 2/7 08 -80 7 7 92

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    1ork#low di##erences:

    TWUL S79-0

    W09@8

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    *tep 5: Cop' Form *cenario *C2 to 6R7C

    ReasonN0; ; ,7= 7?

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    R33?9 0 7= , 8093 79-0 T,- ;- 92.

    *tep 8: Re-iew 6R7C

    Reason

    T,- - 7 80

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    T, 8093 _ISR_HRASR_RLC - 97/ 7/ 7-=7/. (T,- 8093 -

    727

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    *tep 9: e#ine a /eneric *er-ice

    G9- S9=- 79 92-9/ 809 , 80 7 79-2

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    029. S,02 ,-2 /77.

    Process &esigner: 02 ,029- 9=- 7 7 ?>9 7/ ,8-9- 7 0-?9- 9=- 79 7->

    79739. I /0 0 ,7= 7 0 08 -30909.

    CHANGING PARAMETERS:1. R-=-> M77>9+ 2973 (79)!. R-=-> M77>9+ 82

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    *tep 9.: e#ine /eneric *er-ice #or Form *cenario

    In "-+s s"e$ 3e .ef+ne "-e na(e f&r "-e ne3 ,ener+# ser'+#e

    T/$e +n HR_SER_NAME as "-e ne3 na(e f&r "-e ,ener+# ser'+#e

    *tep 9+: +.$: $mplement /eneric *er-ices

    I ,- ; /8- , $ADI -39- 9=-C

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    e#ine the %nhancement $mplementation

    e#ine the +.$ $mplementation

    I -@/ , 73-> 0=-0 CL_HRASR""_GENERIC_SER#ICE_NAME

    %!

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    Coding

    G0 0 SE1*

    E9 , 8-

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    Method $F0HR.*R/%0*%R;$C%

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    Method $F0HR.*R/%0*%R;$C%

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    T,- 3,0/ - 0-07

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    Pa+t $'P79 !A 0=9/ ?2- 7 >9- 9=- 0 79, 809 , 377>9+ 2973.

    T,9 - 7 7//--07< 92-93 0 ,7 , /90 /0; 809 , ; 0--02/ ? , 9-=-> 377>9.

    T,- /023 ;-9- 9=-.

    *tep 9=5: e#ine a /eneric *er-ice (Manager>sPosition)

    Reason

    C299 377>9

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    etails

    D8- ; >9- 9=-

    I IMG:

    *tep 9=5=.: e#ine /eneric *er-ice #or Form *cenario

    In "-+s s"e$ 3e .ef+ne "-e na(e f&r "-e ne3 ,ener+# ser'+#e

    T/$e +n HR_MGRS_POSITIONS as "-e ne3 na(e f&r "-e ,ener+# ser'+#e

    *tep 9=5=+: +.$: $mplement /eneric *er-ices

    I ,- ; /8- , $ADI -39- 9=-C

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    e#ine the %nhancement $mplementation

    e#ine the +.$ $mplementation

    I -@/ , 73-> 0=-0 CL_HRASR""_GENERIC_SER#ICE_NAMEI 00@ 7 ,09 2 7/ 0 ,

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    G0 0 SE1*

    Ee+7t,n- ,s e+e al+ea7;

    4"

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    *tep 9=5=C Coding

    E9 , 8-

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    Method /%T0M/R*0P*$T$*

    A =9,-> - , 73 ; /0+ ,7= 0 02, 7 0,9 3,0/.T,- 3,0/ 7

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    Pa+t 3

    A89 2/97/-> P79 ! ; 0; ,7= 7.

    T,- /023 ;-29-> , F093 S79-0 C08->29-> , HCM 90

    A , / 08 ,- /023 , ; 90 7/ 8093 ,02

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    te* #< Fo+/ ena+,o Def,n,t,on

    T, 8093 79-0 8903 OC1 ,029 (82-07< 02

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    *tep ?.: .ssign generic ser-ices 6HR04*%R0.M%

    W, , 29 9 , 29 73 08 , 9-=-> 377>9 7/ 9 ;-

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    *tep ?+: .ssign generic ser-ices 6HR0M/R*0P*$T$*

    1. D02?9+ 0 ; 7-> , 92

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    .ssign the #ield properties

    02 / 0 /93- ,0; , 8- 0 , 79-0 ;,,9 ,79 37/709 -2 97/ 0 377>9!. N; 0--0 ? , 9-=-> 377>9.

    T,9 79 ;0 0-0 02 7

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    F09 029 R-=-> M77>9 2973B 8-9 (,09->-709) 0 ,7> ,-. T,9809 ; ,7> ,G0 0 S79-0 S SENDING_MANAGER F- , 8-

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    F09 029 P0--0B 8-9 (, 09->-709) 0,7> ,-. W 7 377>9 0 ,7> , 29 73.T,9809 ; ,7> , - 7 80

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    *tep @: e#ine HCM Process

    Reason

    A HCM P90 - 92-9/ 809 =9 79-0. I+ 7 37/709 08->297-0.

    Person Responsi!le

    P90 /->9

    etails

    C0 ORG_CHANGE 90 0 029 0; HR_REPORTING_LINE_CHANGE+

    5"

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    S

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    E29 , ---7-> 909 -8 02 ;7 , 377>9 0 79 , 90.

    S7= , 90.

    F-7.

    How to test:

    L0> -0 , 097< 7 MSSUSER"!O29 ; 90 ,02

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    *tep A 4nit testing /eneric *er-ices

    Reason

    T, >9- 9=- ;7 ?2->9 DO_OPERATION.

    Person Responsi!le

    A$AP D=B

    N0 ,7 ,- 8093 - -

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    I > 7 ;79-> 37> 7-> -+ 802/ 309 ,7 0 29 ;-, 3 79, 9->7/ - ,7 -@/ MSSUSER"1 809 0;.

    54

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    *tep ptional= Create start application

    Reason

    T,- - 2 0 ,->,, 02 7 37-7- 029 HCM 08->297-0 02-/ 08 ,/-> -3. F09 73, ;7 0 2-@ ,- --/ , /-> -3 02 7 7-=7/7-=78093 =-7 08->297-0.

    Person Responsi!le

    P90 /->9

    etails

    02 7 7-=7 09 /7-=7 90 2-> #9-0 - , /-> -3=-903.A 7 T-3 - /9-?/ ?

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    $ ,@->2,@-> , =7

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    Pa+t )

    A89 2/97/-> P79 % ; 0; ,7= 0 ,7> , 8093 0 3 ?2-

    92-93.

    te* =< Fo+/

    Reason

    T, 8093 32 ? ,7>/ 0 3 ?2- 92-93.W,7 ; ,7= 0 /0 809 ,- 0 - 2- 97->, 809;79/ 0 I ;0+ >0 -0 0032, /7-

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    N0; 02 ,7= 0 /- , L07

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    I 0

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    Changing the #orm

    W ,7= 0 ,7> 7 8; ,-> - , 8093 30 08 ;,-, 79 298--7

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    A

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    .dding a drop down list !o

    ,:,

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    C,7> , I3 0: Y909/.7=,9 7 7/ 7/79/ ,