Human Capital Management Academy IHuman Capital Management Academy .. PARTICIPANT HANDBOOK. INSTRUCTOR-LED TRAINING. Course Version: 15

THR10Human Capital Management Academy I

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PARTICIPANT HANDBOOK - Part 1/2INSTRUCTOR-LED TRAINING

.Course Version: 15Course Duration: 5 DaysMaterial Number: 50128497

Contents

xi Course Overview

1 Unit 1: Employee Information

3 Lesson: Maintaining Employee Data15 Exercise 1: Update an Employee's Address 17 Exercise 2: Update an Employee's Basic Pay 20 Lesson: Accessing Time Data29 Exercise 3: Find Employee Time Data 32 Lesson: Maintaining Employee Information Using Self-Services39 Exercise 4: Update Employee Data Using SAP NWBC 43 Lesson: Recruiting Personnel55 Exercise 5: Search for Applications 58 Lesson: Managing Employees in a Global Organization

71 Unit 2: Personnel Development

72 Lesson: Managing the Course Catalog79 Exercise 6: Create a New Event Date82 Lesson: Managing the Enterprise Learning Solution91 Exercise 7: Register for a Course 94 Lesson: Managing Talent97 Exercise 8: Execute a Profile Matchup100 Lesson: Performing Appraisals113 Exercise 9: Execute an Appraisal

125 Unit 3: Employee Remuneration

126 Lesson: Managing Compensation131 Exercise 10: Generate a Total Compensation Statement134 Lesson: Managing Payroll141 Exercise 11: Simulate a Payroll Run

149 Unit 4: User Preferences

150 Lesson: Assigning User Roles153 Exercise 12: Assign User Roles157 Exercise 13: Set User Parameters161 Exercise 14: Create Favorites

167 Unit 5: Employee Master Data

168 Lesson: Entering New Employee Data173 Exercise 15: Record New Employee Information

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181 Unit 6: Implementation Guide (IMG) Projects

182 Lesson: Executing Projects185 Exercise 16: Access a Project View of the IMG 189 Lesson: Maintaining Customizing Tables193 Exercise 17: Create Entries in a Customizing Table197 Exercise 18: Delete Table Entries 201 Exercise 19: Delimit a Table Entry

209 Unit 7: Human Capital Management Structures

210 Lesson: Modifying the Enterprise Structure217 Exercise 20: Create a Personnel Area223 Exercise 21: Create a Personnel Subarea226 Lesson: Enhancing the Personnel Structure231 Exercise 22: Create an Employee Subgroup 235 Exercise 23: Verify Organizational Assignments

243 Unit 8: Organizational Structure

244 Lesson: Mapping the Organizational Structure249 Lesson: Integrating with Organizational Management255 Exercise 24: Set Up Integration Default Values259 Lesson: Utilizing Default Values261 Exercise 25: Hire an Employee Using Default Values

271 Unit 9: Additional Organizational Assignments

272 Lesson: Identifying Additional Organization Assignments275 Exercise 26: Create a Payroll Area279 Exercise 27: Display a Payroll Control Record286 Lesson: Identifying the Organizational Key289 Exercise 28: Find the Organizational Key Configuration Table292 Lesson: Configuring Administrator Tables295 Exercise 29: Configure an Administrator Table299 Lesson: Confirming Employee Attributes301 Exercise 30: Confirm Employee Attributes

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311 Unit 10: System Default Values

312 Lesson: Setting Up System Default Values316 Lesson: Defaulting the Payroll Area318 Lesson: Defaulting Personnel Number Ranges320 Lesson: Defaulting the Administrator Group323 Exercise 31: Create a New Administrator325 Exercise 32: Update the PINCH feature329 Exercise 33: Confirm Default Values Used in Master Data

339 Unit 11: Personal Data

340 Lesson: Maintaining Personal Data345 Exercise 34: Update Master Data Infotypes

353 Unit 12: Data Consistency Maintenance

354 Lesson: Linking Planned Working Time and Basic Pay361 Exercise 35: Create Planned Working Time and Basic Pay

Infotypes

369 Unit 13: Remuneration Structure

370 Lesson: Building the Remuneration Structure375 Lesson: Creating and Assigning a Pay Scale377 Exercise 36: Create and Assign a Pay Scale Area380 Lesson: Creating a Pay Scale Table383 Exercise 37: Create a Pay Scale Table386 Lesson: Defaulting Pay Scale Values389 Exercise 38: Assign Default Values for the Remuneration

Structure

397 Unit 14: Wage Type Structure

399 Lesson: Setting Up Wage Types403 Lesson: Outlining the Setup of Wage Types406 Lesson: Copying Wage Types409 Exercise 39: Copy Wage Types413 Lesson: Controlling Wage Type Permissibility417 Exercise 40: Confirm Wage Type Permissibility421 Lesson: Configuring Wage Type Characteristics431 Exercise 41: Configure Wage Types442 Lesson: Defaulting Wage Types445 Exercise 42: Create a Wage Type Model 449 Exercise 43: Update the LGMST Feature

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465 Unit 15: Remuneration Reports

466 Lesson: Executing a Standard Pay Increase471 Exercise 44: Perform a Standard Pay Increase475 Lesson: Performing a Pay Scale Reclassification479 Exercise 45: Perform a Pay Scale Reclassification

487 Unit 16: Infotypes

488 Lesson: Evaluating Infotype Attributes495 Exercise 46: Find Infotype Attributes500 Lesson: Customizing Screen Headers503 Exercise 47: Customize a Screen Header512 Lesson: Modifying Infotype Screens515 Exercise 48: Modify an Infotype Screen520 Lesson: Creating Infotype Menus527 Exercise 49: Create an Infotype Menu

539 Unit 17: Personnel Actions

540 Lesson: Creating Personnel Actions545 Exercise 50: Set Up the DFINF Feature to Determine Default

Values554 Lesson: Reviewing Additional Actions556 Lesson: Configuring Personnel Actions561 Exercise 51: Configure a Personnel Action

575 Unit 18: Dynamic Actions

576 Lesson: Triggering Follow-Up Activities with Dynamic Actions581 Exercise 52: Configure a Dynamic Action

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THR10Human Capital Management Academy I

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PARTICIPANT HANDBOOKINSTRUCTOR-LED TRAINING

.Course Version: 17Course Duration: 5 Day(s)Material Number: 50144288

Contents

ix Course Overview

1 Unit 1: Time Recording

3 Lesson: Identifying the Foundations of Time Management13 Lesson: Identifying the Roles in Time Management17 Lesson: Evaluating Time Recording Options33 Exercise 1: Record Time Data Using the Time Manager’s

Workplace 37 Exercise 2: Record Time Data Using Infotypes

47 Unit 2: Enterprise Structure and Groupings

48 Lesson: Outlining Structures in HCM53 Exercise 3: Perform an Organizational Reassignment

67 Unit 3: Work Schedule

69 Lesson: Identifying Public Holiday Calendars75 Lesson: Defining Work Schedule Levels and Groupings78 Lesson: Creating Break Schedules81 Exercise 4: Create Break Schedules 85 Lesson: Creating Daily Work Schedules91 Exercise 5: Create a Daily Work Schedule95 Lesson: Setting Up Period Work Schedules97 Exercise 6: Set Up a Period Work Schedule101 Lesson: Identifying Day Types and Selection Rules107 Exercise 7: Identify Day Types and Selection Rules110 Lesson: Creating Work Schedule Rules113 Exercise 8: Create Work Schedule Rules117 Lesson: Generating Work Schedules123 Exercise 9: Generate Work Schedules 127 Exercise 10: Generate Work Schedules for a Rotating Shift

147 Unit 4: Part-Time Workforce

148 Lesson: Setting Up Part-Time Work Schedules153 Exercise 11: Set Up a Part-Time Work Schedule

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159 Unit 5: Time Data Recording and Administration

160 Lesson: Setting Up Attendance and Absence Types173 Exercise 12: Set Up 177 Lesson: Outlining the Set Up of Additional Time Infotypes185 Lesson: Determining System Reactions to Colliding Time Infotypes

193 Unit 6: Attendance and Absence Counting

194 Lesson: Defining Counting Rules for Attendances and Absences205 Exercise 13: Define Counting Rules212 Lesson: Assigning Counting Rules to Absence Types215 Exercise 14: Assign a Counting Rule to an Absence Type 219 Lesson: Utilizing Daily Work Schedule Variants to Count Absences

227 Unit 7: Attendance and Absence Quotas

229 Lesson: Setting Up Attendance and Absence Quotas233 Exercise 15: Set Up a Quota Type237 Lesson: Assigning Quota Deduction Rules243 Exercise 16: Set Up Deduction Rules 249 Exercise 17: Assign Quota Deduction Rules253 Lesson: Determining Default Values to Grant Absence Entitlements258 Lesson: Setting Up Quota Type Selection Rule Groups263 Exercise 18: Set Up Quota Type Selection Rule Groups267 Lesson: Defining Base Entitlements271 Exercise 19: Define Base Entitlements276 Lesson: Setting Up Validity and Deduction Intervals279 Exercise 20: Set Up Validity and Deduction Intervals284 Lesson: Setting Up Reduction Rules287 Exercise 21: Set Up Reduction Rules290 Lesson: Creating Rounding Rules293 Exercise 22: Create Rounding Rules296 Lesson: Setting Up Generation Rules303 Exercise 23: Set Up Generation Rules for Quota Accruals309 Exercise 24: Set Up the Accrual of Additional Absence Quota

Entitlements 317 Lesson: Generating Absence Entitlements321 Exercise 25: Generate Quotas for Employees325 Exercise 26: Create an Employee Absence to Test Generated

Quotas 329 Lesson: Outlining Quota Entitlements

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343 Unit 8: Time Manager’s Workplace Functionality

345 Lesson: Identifying the Functionality of Time Manager's Workplace (TMW)

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Contents

xi Course Overview

1 Unit 1: Payroll Overview

2 Lesson: Identifying Payroll Elements

11 Unit 2: Payroll Data

12 Lesson: Entering Payroll Data17 Exercise 1: Hire an Employee 23 Exercise 2: Review Employee Master Data

29 Unit 3: Payroll Elements

30 Lesson: Organizing a Payroll Run35 Exercise 3: Review a Payroll Control Record 38 Lesson: Reviewing the Payroll Status Infotype41 Exercise 4: Review a Payroll Status Infotype 45 Lesson: Identifying Retroactive Payroll Entries

51 Unit 4: Payroll Process

52 Lesson: Running Payroll63 Exercise 5: Process a Payroll69 Exercise 6: Terminate an Employee with Continued Pay77 Exercise 7: Process a Retroactive Payment

85 Unit 5: Payroll Reports

86 Lesson: Reporting on Payroll89 Exercise 8: Display Payroll Results92 Lesson: Generating Remuneration Statements95 Exercise 9: Run a Remuneration Statement98 Lesson: Analyzing Wage Types99 Exercise 10: Analyze Wage Types102 Lesson: Creating a Payroll Analysis Report


109 Unit 6: Post Payroll Results

110 Lesson: Outlining the Payroll Posting Process115 Exercise 11: Create a Simulated Posting Run118 Lesson: Verifying a Posting Run123 Exercise 12: Check Posting Documents126 Lesson: Updating a Live Posting Run129 Exercise 13: Create a Live Posting Run131 Exercise 14: Release Posting Documents133 Exercise 15: Post Payroll Results 136 Lesson: Verifying Payroll Posting Documents139 Exercise 16: Review Posting Documents

147 Unit 7: Bank Transfers and Check Preparation

148 Lesson: Generating Employee Payments155 Exercise 17: Prepare a Bank Transfer

161 Unit 8: Process Model

162 Lesson: Running a Payroll Process Model169 Exercise 18: Run a Process Model

179 Unit 9: SuccessFactors Employee Central Payroll

180 Lesson: Outlining Employee Central Payroll Basics

189 Unit 10: Human Capital Management (HCM) Reporting

190 Lesson: Identifying the HCM Reporting Requirements and Toolsets

203 Unit 11: Manager Self-Services

204 Lesson: Reporting on Employee Data with Manager Self-Service212 Lesson: Reporting on Employee Data Using SAP NetWeaver

Business Client (NWBC)

221 Unit 12: Standard SAP Reports

222 Lesson: Executing Standard Reports227 Exercise 19: Execute a Report from Information Systems231 Lesson: Defining a User Menu233 Exercise 20: Modify a User Menu


239 Unit 13: Logical Databases and Infosets

240 Lesson: Outlining Logical Databases248 Lesson: Setting Up Reporting Elements251 Exercise 21: Modify a User Group257 Exercise 22: Transport an InfoSet261 Lesson: Creating InfoSets265 Exercise 23: Create an InfoSet269 Exercise 24: Copy an InfoSet273 Lesson: Using InfoSet Switches

293 Unit 14: Ad Hoc Query

295 Lesson: Identifying the Components of Ad Hoc Query299 Lesson: Creating Reports Using Ad Hoc Query307 Exercise 25: Create a Simple Query311 Exercise 26: Create a Query with Multiple Selections313 Exercise 27: Create a Query Using the Organizational Structure

for Selection317 Lesson: Creating Complex Queries with Ad Hoc Query321 Exercise 28: Create a Report with a Specific Reporting Period325 Exercise 29: Create a Statistical Report329 Exercise 30: Generate a Report with a Ranked List331 Exercise 31: Create a Query with an InfoSet from Logical

Databases PNPCE and PCH335 Lesson: Formatting Report Output345 Exercise 32: Create a Report by Copying the Reporting Set Hit

List351 Exercise 33: Create a Report with Set Operations355 Exercise 34: Generate a Standard Report Using Ad Hoc Query358 Lesson: Creating Dashboards365 Exercise 35: Create a Query and Export it to Excel371 Exercise 36: Build a Dashboard


383 Unit 15: SAP Query

384 Lesson: Creating Queries with SAP Query387 Exercise 37: Generate a Basic List Query391 Lesson: Modifying SAP Query Reports399 Exercise 38: Generate a List Query with a Control Level403 Exercise 39: Generate a Basic List Query with Two Control

Levels405 Exercise 40: Generate a Basic List Query with One Control Level

and Statistics409 Exercise 41: Generate a Basic List Query with One Control Level

and Local Fields413 Exercise 42: Generate a Multi-line Basic List

421 Unit 16: Payroll and Time Management Infotypes

422 Lesson: Setting Up Payroll Infotypes431 Exercise 43: Set Up a Payroll Infotype437 Lesson: Simulating Time Infotypes

445 Unit 17: Analytical Reporting for HCM

446 Lesson: Creating HCM Reports with SAP NetWeaver Business Warehouse

460 Lesson: Viewing HCM Reports with SAP BusinessObjects465 Lesson: Identifying HCM Content for Operational Data Provisioning


THR12Human Capital Management Academy Part II

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● Use the mute button or press *6

● Do not place call on hold

● Use the "Raise hand" icon in the Attendee List: My Status to indicate you want to ask a question

● Identify yourself before speaking, when not called on

● Charge the batteries for your cordless handset

● If possible use a land line instead of your cell phone

Minimum Hardware Requirements

● PC with 1.4 GHz processor or higher (Windows) or 1.83 GHz process or higher (Mac OS). Minimum processor required for screen sharing. You may be asked to share your screen during hands-on exercise portions of the class.

● 17 inch or larger monitor is recommended, set at 1024 X 768. Larger monitor and 1024 X 768 setting will make presentation and system screens easier to read.

● Phone with Headset/Microphone or Speakerphone feature – to maximize student listening and comfort during presentation and demonstration portions of the course.

Software Requirement

A complete list of supported Operating Systems, browsers and additional requirements for Adobe® Acrobat® Connect™ can be found at: www.adobe.com/products/acrobatconnectpro/systemreqs

Sample Email to Notify Others You Are in a Virtual Class

This is a sample of an email you can send to your colleagues and manager when you are taking an online course.

Dear colleagues,

Today I will be participating in an online class from my desk. I will be online from approximately 9:30 a.m. to 5:30 a.m. EST. I would appreciate it if you would not disturb me during this time. If you have an immediate question, please contact Joe Smith at extension 123. If it can wait until after 11:00 a.m., please send me an email and I will follow up with you before the end of the business day. I appreciate your consideration.

Best regards,

Getting the Most Out of Your Session

Session Guidelines

● Turn off email, phones, instant messaging tools, and clear other distractions away from your training area.

● Participate and prepare to be called on by name.

● Use the “Raise Hand” icon if you have an immediate question or comment.

● Be patient waiting for a response to your chat messages.

● If you leave the program, please use the “Step Away” status icon in the Attendee List pod to let your instructor know when you leave and remember to clear it when you return.



Contents

xiii Course Overview

1 Unit 1: Organizational Management Structures

2 Lesson: Outlining Organizational Management (OM) Basics

9 Unit 2: Organizational Management Concepts

10 Lesson: Outlining Organizational Management Concepts19 Lesson: Finding Object Relationships29 Exercise 1: Find Object Relationships33 Lesson: Planning Options in Organizational Management37 Exercise 2: Confirm the Active Plan Version47 Exercise 3: List Object Characteristics

59 Unit 3: Organization and Staffing Framework

60 Lesson: Identifying the Organizational Plan70 Lesson: Updating the Organizational Structure73 Exercise 4: Create Objects in the Organizational Plan81 Exercise 5: Assign an Object

89 Unit 4: Expert Mode in Organizational Management

90 Lesson: Maintaining Infotypes107 Exercise 6: Maintain Infotypes

123 Unit 5: Simple Maintenance in Organizational Management

124 Lesson: Maintaining Organizational Plans Using Simple Maintenance129 Exercise 7: Set Up an Organizational Structure Using Simple

Maintenance

139 Unit 6: General Structures and Matrix Organizations

140 Lesson: Maintaining General Structures143 Exercise 8: Set Up the Organizational Structure Using the

General Structures Interface149 Exercise 9: Maintain Evaluation Paths153 Lesson: Maintaining Matrix Organizations159 Exercise 10: Create a Matrix Organization


169 Unit 7: Integration in Organizational Management

170 Lesson: Setting Up Integration Switches181 Exercise 11: Hire an employee and test the integration between

OM and PA189 Lesson: Loading OM Files

197 Unit 8: Self-Services in Organizational Management

198 Lesson: Updating Information Using Manager's Desktop (MDT)207 Exercise 12: Update Organizational Changes Using Manager's

Desktop (MDT)211 Exercise 13: Change the Appearance of Manager's Desktop

(MDT) 214 Lesson: Updating Information Using Manager Self-Service (MSS)223 Exercise 14: Update Position Information Using SAP NetWeaver

Business Client (NWBC)

233 Unit 9: Evaluations and Reports in Organizational Management

234 Lesson: Describing Structural Reports238 Lesson: Executing Standard Delivered Reports241 Exercise 15: Execute a Standard Report245 Exercise 16: Execute a General Standard Report

253 Unit 10: Case Study Organizational Structure Setup

254 Lesson: Setting Up an Organizational Structure255 Exercise 17: Set Up and Verify an Organizational Structure

Configuration

265 Unit 11: HCM Authorization Basics

266 Lesson: Outlining HCM Authorizations270 Lesson: Creating User Master Records273 Exercise 18: Create a User Master Record277 Lesson: Copying SAP-Delivered Roles281 Exercise 19: Copy a Role

287 Unit 12: General Authorization Checks

288 Lesson: Outlining HCM Authorization Checks296 Lesson: Setting Up an Authorization299 Exercise 20: Set Up Administrator Authorizations309 Lesson: Defining Transaction Code Authorizations
