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Basic Navigation in SAPBasic Navigation in SAPFor the Windows Graphical User Interface (GUI)
Click your mouse anywhere or select “Page Down” to scroll through the pages.
Table of ContentsTable of ContentsClick on any of the sections (in View>Slide Show mode) below to jump to that section:
Getting into SAP Getting into SAP (New Login Information)(New Login Information)
Getting Around in SAPGetting Around in SAP
Other SAP Basics Other SAP Basics (Tips and Tricks)(Tips and Tricks)
HR and Payroll OverviewHR and Payroll Overview
Chart of Accounts OverviewChart of Accounts Overview
Enterprise Structure OverviewEnterprise Structure Overview
3Windows GUI Basic Navigation in SAP
BRITEBRITE
What is BRITE?
Broward Innovative Tool for Education, will streamline Broward’s business systemsProvides staff with access and real-time data in the latest version of the SAP software Brings one business system to Broward SchoolsA project of the Enterprise Resource Planning Department, ERP
4Windows GUI Basic Navigation in SAP
SAP ECCSAP ECC
What is SAP?SAP – (Systems, Applications and Processes in Data Processing) is an integrated system that supports all business and accounting practices of SBBC.
Why are we using SAP?One business systemReporting of real-time dataIncreased security
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SAP BRITE WebsiteSAP BRITE Website
www.broward.k12.fl.us/erpwww.broward.k12.fl.us/erp
For end users, SAP will now be accessed through the web. On Windows-based computers, you will access SAP in Internet Explorer. On Mac-based computers, you will access SAP in Firefox.There will be a button to access SAP on the ERP Department web page:
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Logging into the BRITE PortalLogging into the BRITE Portal
User Login IDEntry format = P00012345
• 9 digits (total) starting with the letter p
• Personnel Number 12345
• If personnel number is less than
8 characters, then leading zero(s)
should be added to it
Password (first time users only)Entry format= ja021956
• mm = first 2 letters of birth month (ja)
• dd = 2-digit birth day (02)
• yyyy = 4-digit year of birth (1956)
• Case sensitive, so make sure the month letters are lowercase
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Initial Password SelectionInitial Password Selection
Click to change your password
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Password Rules for BRITE Portal LogonPassword Rules for BRITE Portal Logon
Passwords are case sensitive (initial password should be in lowercase)Minimum six characters, maximum eight characters (a combination of both letters and numbers)Do not use a space, question mark, or exclamation point in your password First three characters may not be identicalMust change your password at least once each 45 daysMay not repeat a password until five unique passwords have been used
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Portal AssistancePortal Assistance
If you have trouble logging into the BRITE Portal, you will need to contact the BRITE Support Center at (754) 321-8120.
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BRITE Portal ScreenBRITE Portal Screen
The BRITE Portal provides you single sign-on access to systems you need to do your workTabs in the Portal will be customized for each user
The customization is based on the user’s roleAll users will have access to the Home and Employee Self Service (ESS) tabs
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SAP Access via the BRITE PortalSAP Access via the BRITE Portal
Select the SAP Access tab
Then click the ECC Production link, which will open SAP in a
new window.
Then click the Windows Gui link.
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Copyright PopCopyright Pop--up Window up Window
You will only see this the first time you log on to SAP.
Click the green check icon to continue
13Windows GUI Basic Navigation in SAP
Table of ContentsTable of ContentsClick on any of the sections (in View>Slide Show mode) below to jump to that section or click Enter or Page Down to enter the section highlighted below :
Getting into SAP Getting into SAP (New Login Information)(New Login Information)
Getting Around in SAPGetting Around in SAP
Other SAP Basics Other SAP Basics (Tips and Tricks)(Tips and Tricks)
HR and Payroll OverviewHR and Payroll Overview
Chart of Accounts OverviewChart of Accounts Overview
Enterprise Structure OverviewEnterprise Structure Overview
14Windows GUI Basic Navigation in SAP
SAP Menus SAP Menus
SAP Standard
Menu
The default screen is called the SAP Easy Access Screen. You can switch from one menu to the other by selecting the appropriate iconWhen you log on, you will see either your user menu (specific to your role), or the SAP standard menu (lists all transactions)
SAP User Menu
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SAP Easy Access Screen and ToolbarsSAP Easy Access Screen and Toolbars
Fast Path Field Standard
Toolbar
Application Toolbar
SAP is a Windows-based system. You can navigate in SAP using buttons, toolbars and windows the same way you would in other Windows applications like
Word or Excel.
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SAP Easy Access ScreenSAP Easy Access Screen
Title Bar
Status Bar
Navigation Area
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Getting Into TransactionsGetting Into Transactions
What is a transaction?
Transactions let users to create, change, or display data or run a report in SAP.
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Getting Around Getting Around
1. Fast Path
2. User or SAP menus
3. Favorites
3.
1.
There are three ways to access transactions in SAP:
2.
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Using the Fast Path FieldUsing the Fast Path Field
• Each transaction in SAP has a code. You can use the Transaction Code instead of the menu path to navigate to the transaction (it can consist of letters, numbers, or a combination)
• Type the Transaction Code in the Fast Path Field (ME51N was selected above) and press Enter on the keyboard or click the Enter icon to navigate to that transaction
Don not hit this…it will close the Fast Path Field!
Enter Icon
Fast Path Field
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Closed Fast Path FieldClosed Fast Path Field
Select to Re-Open the Fast
Path Field
Now you can enter your transaction
code
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Navigating Using the User Menu Navigating Using the User Menu
The user menu contains a list of transactions based on your role (menu path)Some of these transactions are within foldersYou can navigate to these transactions by double clicking on the name of the transaction
Double Click to access the
screen
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Is there an Easier Way to Navigate? Is there an Easier Way to Navigate?
How can I easily get to where I need to be? Set up Favorites!
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FavoritesFavorites
You can set up links to commonly used transactions in the Favorites folder.
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Creating a FavoriteCreating a Favorite
Select the transaction from menu path
From the menu bar in the Easy Access Screen, select Favorites>Add to create a shortcut to the transaction
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Changing the name of a favoriteChanging the name of a favoriteSelect the favorite you want to change From Menu Bar select Favorites>Change
Enter the name change then green check
Name has been changed in Favorites
26Windows GUI Basic Navigation in SAP
Table of ContentsTable of ContentsClick on any of the sections (in View>Slide Show mode) below to jump to that section or click Enter or Page Down to enter the section highlighted below :
Getting into SAP Getting into SAP (New Login Information)(New Login Information)
Other SAP Basics Other SAP Basics (Tips and Tricks)(Tips and Tricks)
HR and Payroll OverviewHR and Payroll Overview
Chart of Accounts OverviewChart of Accounts Overview
Enterprise Structure OverviewEnterprise Structure Overview
Getting Around in SAPGetting Around in SAP
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Displaying the Technical Names for Displaying the Technical Names for TransactionsTransactions
From the menu bar, select Extras > Settings:
Select Display technical names
Click the green check icon
Click the green check to continue
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Displaying the Technical Names for Displaying the Technical Names for Transactions (Part Two)Transactions (Part Two)
Technical Names Not Displayed
Technical Names Displayed
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Sample Transaction ScreenSample Transaction Screen
Tab
Use the Tab key on your keyboard or your mouse to move from field to field (such as From and Tobelow).
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Types of FieldsTypes of Fields
Mandatory fields have a check markOptional fields are blankFields with matchcodes (drop down icon) allow searching on the field for allowed entries
Mandatory Field
Matchcode
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Moving from One Transaction to AnotherMoving from One Transaction to Another
You must type /N before the transaction code to move from one transaction to another.
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Other Key IconsOther Key Icons
• When in SAP hover the cursor over the icon to determine what each icon represents on the menu bar. A balloon pops providing the icon name and the associated function key.
Enter Save
Back Exit Cancel
Print Help
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System MessagesSystem Messages
System messages will display to the bottom left of the screen
Errors must be corrected before proceeding
Click Enter to proceed past a warning message
Budget, Procurement, Payroll, and HR will each have their own system message codes. System Messages will be trained in each of the fundamental courses.
Indicates there may be a problem with the data you have entered. You may have to correct the problem before continuing.
Warning Messages
No action is required. SAP is informing you of a particular fact or condition. However, you must hit enter past the message.
Information Messages
Indicates a problem that must be corrected before continuing.
Error Messages
Message DescriptionMessage Type
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Creating a New SessionCreating a New Session
A session is like a window within SAPOpening up a new session allows you to work on more than one thing at the same timeFollow: System> Create Session or Select the Create Session button from the standard toolbarYou must have chosen the Windows GUI, not the Web GUI for this to work You can have up to six sessions running simultaneously
The Create a New Session Button (for PCs only)
Create a New
Session
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Starting a New Session using Fast PathStarting a New Session using Fast Path
Type /O before the transaction code and hit EnterYou will be taken directly to the new transaction in a new session without closing what you were working on You can do this from any screen
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Ending a Session Ending a Session
Ending a session is another way of logging off SAPSave your work before you close a sessionFrom the menu bar choose System> End SessionAdditional logons you may have in SAP will remain open
– Each session must be closed separately
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Field HelpField Help
Position the cursor in a field and select F1 on the keyboard
A pop-up box will appear that provides an explanation of the field
Example of Field Help
Click in the field
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Logging Off of SAPLogging Off of SAP
Select the yellow arrowat the top of any screen
Or select System: Log off
> You will be warned about saving your data even if you have saved it!
> Select “Yes” to log off
39Windows GUI Basic Navigation in SAP
Table of ContentsTable of ContentsClick on any of the sections (in View>Slide Show mode) below to jump to that section or click Enter or Page Down to enter the section highlighted below :
Getting into SAP Getting into SAP (New Login Information)(New Login Information)
Getting Around in SAPGetting Around in SAP
Other SAP Basics Other SAP Basics (Tips and Tricks)(Tips and Tricks)
HR and Payroll OverviewHR and Payroll Overview
Chart of Accounts OverviewChart of Accounts Overview
Enterprise Structure OverviewEnterprise Structure Overview
40Windows GUI Basic Navigation in SAP
WhatWhat’’s Different in Navigating the Portal?s Different in Navigating the Portal?
Every role will have it’s own tab to access tools. For example:Human Resource Action Processors (HRAP) will have a separate tabwithin the Portal to:
View employee dataInitiate employee actions
Administrators will have a separate tab within the Portal to:View employee dataApprove leave requests for vacation and sick personal reasons, time entries, and personnel actions
Payroll Contacts will access SAP using the SAP Access tab within the Portal
Note: Navigation for each Super User role will be covered in the corresponding training course for that role.
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Key TermsKey Terms
Snapshots of employee data within the Portal for quick reference.
iViews
Workplace for employees to view personal information and request changes.
Employee Self Service (ESS)
Repository of SAP information for the purpose of reporting.
Business Intelligence (BI)
Workplace for administrators to approve personnel actions created/changed by the HR Actions Processor, as well as leave requests and time.
Manager Self Service (MSS)
An electronic form within SAP used to create/change Personnel Master Data. Becomes part of employee’s record. (Adobe Acrobat Reader software required.)
Adobe Interactive Form
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Key TermsKey Terms
A continuing calendar that crosses over fiscal years without interruption and is not tied to the school calendar. Each Perpetual Calendar pay period consists of 14 calendar days/10 weekdays and are paid on the Friday after the pay period ends.
Perpetual Calendar
An adjustment made to an employee’s pay for a prior pay period. This term will eliminate “Difference from pre”from the pay stub.
Retro or Adj. (Adjustments)
External time keeping systems from which time will be imported into SAP.
KRONOS/COMPASS
Cross Application Time Sheets – enter attendance and absence transactions into SAP for either a single or multiple employees on a single screen for the entire payroll period.
CATS
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Use Adobe Interactive Forms to process HR actions
Use ZPAF to process HR actions
Employee will be able to resign directly through ESS
Employee resignations are submitted via paper form and processed via ZPAF
Future StateCurrent State
HR actions will be approved by the Administrator and the system updated immediately, with certain exceptions
PAFs may take a number of days until approved and processed within SAP
Positions will be created/ changed electronically
Positions are created/changed through a manual, paper process
WhatWhat’’s Changing with Human Resource Actions?s Changing with Human Resource Actions?
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What Does the HR Actions Process Look Like?What Does the HR Actions Process Look Like?
Start
HRAP
Initiates HR Process
Administrator
Approves HR Process in
MSS
Complete?
SAP
HR Action is Completed
Finish
HRIS/Staffing
HR Action is Executed in
SAP
Finish
Yes
No
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Time approved electronically through Manager Self Service (MSS)
Time approved on paper, through ZTIM and ZEARNINGS reports
Retroactive Changes to Time Data combines information into one report
ZDAB and ZTIM run as separate reports
Future StateCurrent State
Flexible Employee Data report run through Business Intelligence (BI) in the Portal
Flexible Employee Data report run directly in SAP
Time entered through CAT2Time entered through PA61, PA71, and ZA71
WhatWhat’’s Changing with Payroll?s Changing with Payroll?
46Windows GUI Basic Navigation in SAP
Table of ContentsTable of ContentsClick on any of the sections (in View>Slide Show mode) below to jump to that section or click Enter or Page Down to enter the section highlighted below :
Getting into SAP Getting into SAP (New Login Information)(New Login Information)
Getting Around in SAPGetting Around in SAP
Other SAP Basics Other SAP Basics (Tips and Tricks)(Tips and Tricks)
HR and Payroll OverviewHR and Payroll Overview
Chart of Accounts OverviewChart of Accounts Overview
Enterprise Structure OverviewEnterprise Structure Overview
47Windows GUI Basic Navigation in SAP
Prepare yourself for your job specific SAP training:
Recognize how SBBC will be using SAP ECC Accounting in Human Resources and Payroll
Describe the fields used when processing Human Resource and Payroll transactions in SAP
Course ObjectivesCourse Objectives
48Windows GUI Basic Navigation in SAP
The following SAP ECC Accounting fields will be used in Human Resource and Payroll transactions:
Organizational UnitCost CenterFundFunctional Area Grant WBS Element (Work Breakdown Structure)
Note: Business Area is not used in HR. The Organizational Unit is used to identify the location.
How will SBBC be using SAP ECC Accounting?How will SBBC be using SAP ECC Accounting?
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Why is it important to know the various pieces of Why is it important to know the various pieces of the SAP ECC Accounting string?the SAP ECC Accounting string?
In some cases, the new SAP ECC Accounting String will contain the same number or code for more than one field because of the different parts of SAP accounting
This happens because each part of SAP ECC accounting requires data
SAP ECC is an integrated system – action in one area creates a record in another part of SAP
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When is the SAP ECC Accounting String When is the SAP ECC Accounting String Used in Human Resources and Payroll?Used in Human Resources and Payroll?
Human Resource Actions:SupplementsOne-time Payments
Position Control:Position Request FormsSick Leave Budget Forms
Cross Application Timesheets:Timesheet Cost Override
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Example When Used: Position Request FormExample When Used: Position Request Form
When completing the new Position Request Form, you will be asked to enter the following Cost Distribution fields:
Note: The entire Position Request Form will be covered in the Human Resources Actions Processing training.
10 digits 16 digits 4 digits 16 digits 14 digits
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Organizational Unit: Current SAP System versus Organizational Unit: Current SAP System versus New SAP ECC SystemNew SAP ECC System
New Org Unit #: Pinewood Elementary62811000
Current Org Unit #: Pinewood Elementary02811000
8 Digit Code 1st digit: 6Location: 4 digitsOrg Subunit: 3 digits
8 Digit Code1st digit: 0Location: 4 digitsOrg Subunit: 3 digits
New SAP ECC StructureCurrent SAP Structure for HR
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Cost Center: Current SAP System versus New Cost Center: Current SAP System versus New SAP ECC SystemSAP ECC System
New Cost Center #: Coral Springs High School3252311510
Current Cost Center #: Coral Springs High School1151 3 0 5103
10 Digit Code Business Area: 4 digitsType: 1 digitLocation: 4 digitsPlus one zero in most cases
10 Digit CodeLocation: 4 digitsType: 1 digitUse: 1 digitFunction: 4 digits
New SAP ECC StructureCurrent SAP Structure for HR
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Cost Center: Examples Cost Center: Examples
Note that cost centers have validity dates.
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Fund: Current SAP System versus New SAP ECC Fund: Current SAP System versus New SAP ECC SystemSystem
New Fund #: General Fund1000
Current Fund #: General Fund100
4 Digit Code Current 3 digit code + a zero (0) orCurrent 4 digit code
3 or 4 Digit Code
New SAP ECC StructureCurrent SAP Structure for HR
56Windows GUI Basic Navigation in SAP
Functional AreaFunctional Area
Equivalent to the current function and activityUsed to assign costs to a specific part of the budget16-digit field which has a drop down icon for searching
“Red Book” means DOE (Department of Education) requirement
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Functional Area: Examples Functional Area: Examples
16-digit fieldFunction: 4 digitsActivity: 5 digitsPlus 7 zeros
Here are some examplesusing the drop down icon
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Grant: Example of Grant Master DataGrant: Example of Grant Master Data
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C 9 7 8 0 0 0 0 1 . 0 7 0 8
The first 9 digits (to the left of the period) are always the same as the WBS element for the grant.
C: State Grant (Type of Grant)9780: ESE Department (Location that owns the grant)0001: 1st Grant (Grant # in that department)
The numbers to the right of the period represent the years for which the grant is active:
0708: Fiscal years 2007 through 2008 (the life of the grant)
Grant Number: 14-Digit Field
Grant: ExampleGrant: Example
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WBS ElementWBS Element
WBS = Work Breakdown Structure
Up to 16-digit field
Used in Grants Management, Project Systems, and Capital Projects
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WBS Element: Grants ManagementWBS Element: Grants Management
Work Breakdown Structure (WBS) in Grants Management represents the details as to who owns the grant and where the money is being spent16-Digit Field
Can begin with a letter from A-LAs in the past, schools with Grant funds will be given the proper Grant coding to use
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C 9 7 8 0 0 0 0 1 0 1 . 1 7 5 1
WBS Element: 16-Digit Field
The first 9 digits (to the left of the period) represent:C: State Grant (Type of Grant)9780: ESE Department (Location that owns the grant)0001: 1st Grant (Grant # in that department)
The 01 in yellow is the program in the WBS element.
The 1751 to the right of the period is the location where the money is being expensed (Miramar High.)
WBS Element: Grants ManagementWBS Element: Grants Management
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WBS Element: Project SystemsWBS Element: Project Systems
Represents the phases and sub phases of a projectUsed by Departments
Used when coding:Capital Facilities Projects
WBS element begins with “P”Site Acquisitions Projects
WBS element begins with “S”
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SummarySummary
Congratulations! You should now be able to:
Recognize how SBBC will be using SAP ECC Accounting in Human Resources and Payroll
Describe the fields used when processing Human Resource and Payroll transactions in SAP
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Website to View the Chart of AccountsWebsite to View the Chart of Accounts
Read all about the new Chart of Accounts on this website:
http://www.broward.k12.fl.us/comptroller/finrptg_sap_chart_of_accounts.htm
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Table of ContentsTable of ContentsClick on any of the sections (in View>Slide Show mode) below to jump to that section or click Enter or Page Down to enter the section highlighted below :
Getting into SAP Getting into SAP (New Login Information)(New Login Information)
Getting Around in SAPGetting Around in SAP
Other SAP Basics Other SAP Basics (Tips and Tricks)(Tips and Tricks)
HR and Payroll OverviewHR and Payroll Overview
Chart of Accounts OverviewChart of Accounts Overview
Enterprise Structure OverviewEnterprise Structure Overview
67Windows GUI Basic Navigation in SAP
Provides a way to construct and maintain a model of the district’s organizational structure
Used to direct the workflows
Ensure functional integration and organizational alignment throughout the district
Display reporting relationships
Reports
Organizational Management OffersOrganizational Management Offers
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Sample of Sample of SBBCsSBBCs Organizational ChartOrganizational Chart
EXECUTIVE DIRECTORStudent Support Services
& ESE
E-019
THE SCHOOL BOARD OF BROWARD COUNTY,
FLORIDA
SUPERINTENDENTOF SCHOOLS
A-001
DEPUTY SUPERINTENDENT
Educational Programs & Student Support
(35)
(32)
COORDINATORSchool Improvement
R-034(28)
DIRECTORExceptional Student
Education
MANAGERSSS/ESE Electronic Management System
EZ IEP
COORDINATORMedicaid
E-028(27)
DIRECTORExceptional Student
Education
DIRECTORSSS Fiscal & Data
Operations
(29)
(26)
E-130
E-131
Special Programs
SPECIALIST(Title I)
Elementary
EE-005(25)
SPECIALIST(Title I) Non-Public
Neglect & Delinquency
EE-003(25)
SPECIALIST(Title I)
Secondary
EE-004(25)
SPECIALIST(ESEA Title I)Basic Parent
Involvement Program
EE-008(25)
DIRECTORTitle I, Migrant & Special Programs
E-022(30)
SPECIALIST(ESEA Title I)
Basic Schoolwide Project & Program
Improvement
EE-007(25)
(2)
DIRECTORDropout Prevention
Alternative Education
E-126(29)
SPECIALISTDropout
Prevention
EE-133(25)
CoordinatorStudent Planning
SPECIALISTDropout Prevention
Program Development & Improvement
EE-134(25)
CoordinatorStudent PlanningCOURTS LIAISON
EE-135(25)
(2)
Outreach to Health & Human Service Organizations
COORDINATORFamily Counselors
E-013(27)
DIRECTORSchool Social Work
& Attendance
E-121(28)
CLINICAL NURSING SUPERVISOR
Exceptional Ctr ESE Cluster Headstart Full
Service Program Sites w/ Med. Complex Students
EE-125(25)
COORDINATORGuidance, BRACE & Academic Advisement
E-123(27)
(3)
COORDINATORSeverely EmotionallyDisturbed Network
E-080(27)
DIRECTORHealth Education
Services
E-065(28)
CURRICULUM SPECIALIST
Health Education Services
E-026(27)
DIRECTORPsychological Services/
504
E-120(28)
THE SCHOOL BOARD OF BROWARD COUNTY, FLORIDA2008-2009 ORGANIZATIONAL CHART
EDUCATIONAL PROGRAMS & STUDENT SUPPORT
DIRECTORA++/NCLB
- 4B -
DIRECTORPsychological Services/504Lane Roosa
COORDINATORDue Process
E-070(27)
DIRECTORPsychological Services/504Lane Roosa
CURRICULUM SPECIALIST
Specific Learning Disabilities
E-061(27)
DIRECTORPsychological Services/504Lane Roosa
CURRICULUM SPECIALIST
Mentally Handicapped
E-060(27)
DIRECTORPsychological Services/504Lane Roosa
CURRICULUM SPECIALISTEmotionally Handicapped
E-057(27)
DIRECTORPsychological Services/504Lane Roosa
COORDINATORFl. Diagnostic & Learn
Resource System
E-071(27)
CURRICULUM SPECIALIST
Hearing/Visually Impaired
E-064(27)
DIRECTORPsychological Services/504Lane Roosa
CURRICULUM SPECIALIST
Speech-Language Physically Impaired
E-062(27)
DIRECTORExceptional Student
Education
E-003(30)
CURRICULUM SPECIALIST
Autism
(27)
(2)
COORDINATORBehavior
(27)E-134
E-125E-081
COORDINATORPreschool ESE
(27)
Board Approved: 05/06/2008
69Windows GUI Basic Navigation in SAP
Organizational StructureOrganizational Structure
All positions belong to an org unit and do not move from one org unit to another.
Holders of positions can move from one org unit to another. People hold only one primary position, but can hold as many secondary positions as they are offered and have time to work.
Jobs hold the general attributes of the position, i.e., education qualifications, salary schedule, etc.
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Primary Objects of the Organizational Primary Objects of the Organizational StructureStructure
Specific individuals who hold positions within the district.
Person (P)
Individual employee assignments in the district and include Paraprofessional, Teacher-Science, Associate Superintendent HR, Office Manager, etc.
Position (S)
Describe the various departments that exist within BCPS. Examples include: Superintendent’s Office, North Area Superintendent Office, New River Middle School, etc.
Organizational Unit (O)
General classifications of tasks and attributes that are routinely performed together and include Teacher, Principal, Office Manager, etc.
Job (C)
Organizational Management houses the building blocks that provide the foundation for the entire structure of SAP:
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Organizational Units (O)Organizational Units (O)Are represented by “O” in SAP and are 8 digits.The first digit will be a 6 no longer a 0. Describe the various departments/schools that exist within BCPS.Multiple organizational units and their inter-relationships form the Organizational Hierarchy.Each organizational unit is managed by a Chief.The example shows the Superintendent’s Office as “root” organizational unit and CFO and North Area Superintendent’s Office as two subordinate units with subsequent subordinate units that report to them.
Superintendent’s Office
(69511000)
LyonsMiddle
(63101000)
ElyHigh
(60361000)
LibertyElementary(63821000)
Treasurer‘s Office
(69704000)
BudgetOfficeOffice
(69703000)(69703000)
North Area Superintendent’s
Office(69551000)
CFO(69730000)
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Jobs (C) Jobs (C)
Job: Director
Position:Director, Benefits
Position:Director, Budget
Position: Director, Non-Instructional
Staffing
Jobs are represented by “C” in SAP.Jobs are general classifications of tasks that are routinely performed together and represent a unique classification of responsibilities.
Jobs hold attributes, such as education and salary scale, and are attached to positions.
Examples include Director, Teacher – Grade 2, Principal -Elementary, Office Manager II - High, etc.
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Jobs (C) Jobs (C) Jobs IDs in SAP 6.0 are determined by the salary object and Job Class #.Jobs in SAP 4.6B were systemically assigned without logic.Job Class #’s are unchanged from old SAP to new SAP
JobSAP 4.6 SAP 6.0 Class Job Title10001007 16020211 20211 GENERAL CLERK I (SCHOOL-BASED)10001008 16020215 20215 CLERK TYPIST I10001009 16020219 20219 CLERICAL DAYS BEYOND10001010 16020220 20220 GENERAL CLERK II (SCHOOL-BASED)10001011 16020221 20221 GENERAL CLERK II10001012 16020222 20222 CLERK TYPIST II
Job ID
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Positions are represented by “S” in SAP..Positions are the individual employee assignments in the district.Positions are occupied by persons.Positions impact the budget.
As a rule, only one employee occupies a primary position.
Positions (S)Positions (S)
Job: Teacher – Grade 2
Position:Teacher – Grade 2
Position:Teacher – Grade 2
Position: Teacher – Grade 2
Tom RichardsSue Smith
Daryl Jones
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Many work-related attributes, such as workflow, approvals and security are attached to the position.
Once you have a job, you must specify the number of corresponding positions required in the organization.
A position inherits a job’s tasks but you can also define additional tasks related to duties performed specifically by that position.
A position references a job directly. If characteristics of a job are changed, this has an effect on the positions related to that job.
Positions (S)Positions (S)
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Persons (P)Persons (P)Persons are represented by “P” in SAP.Persons (SBBC employees) are assigned to positions within the organizational structure. Additional personal information (i.e., home address, emergency contact, education, etc.) for persons is maintained in SAP.Generally, only one person should occupy a primary position at one time.The person carries his or her personal information to the position and this information transfers with the person if they transfer to another position.
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Organizational Unit
Organizational Unit
ChiefsChiefs
Chiefs manage the organizational unit and sit on top of the reporting hierarchy for that particular organizational unit.
Chiefs report to other chiefs as organizational units report to other organizational units.
The designation of a position as a Chief is reflected in the position attributes.
The chief will have the Manager Self Service (MSS) functionality.
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Organizational Structure & All its AttributesOrganizational Structure & All its Attributes
Described by/Describes
Belongs to/Incorporates
Held/Holds
Cost Center3501101010
(Default)
Has
Fund 1000(1018)
Fund 4230Grant No. CA83000001.0708
WBS CA830000101.0101
(1018)
Title I
50%
50%
PersonJane Smith
PersonJoe Jones
PositionTeacher –1st Grade
PositionTeacher –1st Grade
Fund 1000(1018)
Held/Holds
JobTeacher –1st Grade
100%
Belongs to/Incorporates
OrganizationDania
Elementary
79Windows GUI Basic Navigation in SAP
To recap, understanding the role that each object plays and the relationships between the objects is critical to being able to work within the SAP environment.
Persons are assigned to
positionsPerson
Organizational Unitsdescribe the various schools/departments
that exist within SBBC
Positions are specific classifications of
work duties
Jobs are general classifications of tasks routinely
performed together
Job
Position
Org. Unit
Chiefs manage the organizational unit
Chief
Relationships in Organizational ManagementRelationships in Organizational Management
80Windows GUI Basic Navigation in SAP
Enterprise StructureEnterprise Structure
Personnel Area (PA)– Identifies personnel
groups used in SAP– SBBC uses the 21
Bargaining Unit/Meet and Confer groups
AD02ADMNAdmin (Union)
AD03ADMNSchool Based Admin
IN02INSTHourly AdultIN01INSTTeachers
SAP ECC
SAP 4.6
Personnel Area
Personnel Sub Area (PSA)– Is a sub division of the personnel
area. Used to control pay scale, wage types, and work schedule planning.
– Broward uses the 27 Board Approved Calendars
0030SU44244 day calendar0007TE96196 day calendar
SAP ECC
SAP 4.6
Personnel Sub Area
Examples
Examples
The coding is changing for the Enterprise Structure. See the ERP website for the complete list.
81Windows GUI Basic Navigation in SAP
Personnel StructurePersonnel Structure
Employee Group
WithdrawnRetiredInactiveActive SAP 4.6b
NonEmployee (8)NEVER USE
Withdrawn (5)Inactive (3)Active PT (2)
Active FT (1) 100% only
SAP ECC
Employee Sub Group
Conversion (99)
Nonemployee (08)NEVER USE
Substitute (06)Pool Subs (05)
Hourly Adult/Coach (04)
Temporary (03)
Hourly w/Benefits (02)
Salaried w/Benefits) (01)
SAP ECC
Temporary Hourly (TH)
Student Workers/Non exempt (SN)
Student Workers/Exempt (SE)
Pool Substitutes (PO)
Hourly Sub (HS)
Hourly Temp (HT)
Hourly Other (HO)
Hourly Partime, 3 hours( H3)
Hourly Partime, benefits (HB)
Hourly Full-time (HP)
Hourly Full-time (HF)
Salary Partime, benefits (SB)
Salary Parttime (SP)
Salaried Full time (SF)
SAP 4.6b
82Windows GUI Basic Navigation in SAP
The organizational hierarchy created in SAP provides the foundation for a variety of key activities including automated workflow, approvals, and security access.
SummarySummary
83Windows GUI Basic Navigation in SAP
You have now completed reviewing the navigation and overview materials.
Congratulations!Congratulations!