n06 - ess mss configuration

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Page 1: N06 - ESS MSS Configuration

8/11/2019 N06 - ESS MSS Configuration

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SAP ECC 6.00

January 2008

English

ESS / MSS Configuration(SAP Best Practicesfor SAP HCM V2.600)(N06)

SAP AGDietmar-Hopp-Allee 66!!0 "all#or$ Germany

%uil#ing %lo&' Con$iguration Gui#e

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SAP Best Practices (06) Con$iguration ESS * +SS

Coprig!t

, Copyright 200 SAP AG. All rights resere#.

(o part o$ this pu/li&ation may /e repro#u&e# or transmitte# in any $orm or $or any purpose ithout thee1press permission o$ SAP AG. he in$ormation &ontaine# herein may /e &hange# ithout prior noti&e.

Some so$tare pro#u&ts mar'ete# /y SAP AG an# its #istri/utors &ontain proprietary so$tare &omponentso$ other so$tare en#ors.

+i&roso$t3 "in#os3 4utloo'3 an# PoerPoint are registere# tra#emar's o$ +i&roso$t Corporation.

5%+3 D%23 D%2 niersal Data/ase3 4S*23 Parallel Sysple13 +7S*ESA3 A53 S*9!03 AS*:003 4S*9!034S*:003 iSeries3 pSeries3 1Series3 ;Series3 ;*4S3 A<P3 5ntelligent +iner3 "e/Sphere3 (et$inity3 ioli35n$ormi13 i=*4S3 P4"E>3 P4"E>=3 4penPoer an# PoerPC are tra#emar's or registere# tra#emar's o$5%+ Corporation.

 A#o/e3 the A#o/e logo3 A&ro/at3 PostS&ript3 an# >ea#er are either tra#emar's or registere# tra#emar's o$ A#o/e Systems 5n&orporate# in the nite# States an#*or other &ountries.

4ra&le is a registere# tra#emar' o$ 4ra&le Corporation.

(53 *4pen3 4S<*3 an# +oti$ are registere# tra#emar's o$ the 4pen Group.

Citri13 5CA3 Program (eigh/orhoo#3 +eta<rame3 "in<rame3 7i#eo<rame3 an# +ulti"in are tra#emar's orregistere# tra#emar's o$ Citri1 Systems3 5n&.

H+?3 +?3 H+? an# "9C are tra#emar's or registere# tra#emar's o$ "9C@3 "orl# "i#e "e/Consortium3 +assa&husetts 5nstitute o$ e&hnology.

Jaa is a registere# tra#emar' o$ Sun +i&rosystems3 5n&.

JaaS&ript is a registere# tra#emar' o$ Sun +i&rosystems3 5n&.3 use# un#er li&ense $or te&hnology inente#

an# implemente# /y (ets&ape.

+a1D% is a tra#emar' o$ +yS? A%3 Se#en.

SAP3 >*93 mySAP3 mySAP.&om3 1Apps3 1App3 SAP (et"eaer3 an# other SAP pro#u&ts an# seri&esmentione# herein as ell as their respe&tie logos are tra#emar's or registere# tra#emar's o$ SAP AG inGermany an# in seeral other &ountries all oer the orl#. All other pro#u&t an# seri&e names mentione#are the tra#emar's o$ their respe&tie &ompanies. Data &ontaine# in this #o&ument seres in$ormationalpurposes only. (ational pro#u&t spe&i$i&ations may ary.

hese materials are su/Be&t to &hange ithout noti&e. hese materials are proi#e# /y SAP AG an# itsa$$iliate# &ompanies SAP GroupF $or in$ormational purposes only3 ithout representation or arranty o$any 'in#3 an# SAP Group shall not /e lia/le $or errors or omissions ith respe&t to the materials. he onlyarranties $or SAP Group pro#u&ts an# seri&es are those that are set $orth in the e1press arrantystatements a&&ompanying su&h pro#u&ts an# seri&es3 i$ any. (othing herein shoul# /e &onstrue# as

&onstituting an a##itional arranty.

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SAP Best Practices (06) Con$iguration ESS * +SS

"cons

"con Meaning

Caution

E1ample

(ote or ip

>e&ommen#ation

Synta1

#pograp!ic Con$entions

#pe St%e &escription

Example text "or#s or &hara&ters that appear on the s&reen. hese in&lu#e $iel# names3s&reen titles3 push/uttons as ell as menu names3 paths an# options.

Cross-re$eren&es to other #o&umentation.

Exampletext

Emphasi;e# or#s or phrases in /o#y te1t3 titles o$ graphi&s an# ta/les.

EA+P?EE

(ames o$ elements in the system. hese in&lu#e report names3 programnames3 transa&tion &o#es3 ta/le names3 an# in#ii#ual 'ey or#s o$ aprogramming language3 hen surroun#e# /y /o#y te1t3 $or e1ample3 SE?ECan# 5(C?DE.

Example

text

S&reen output. his in&lu#es $ile an# #ire&tory names an# their paths3messages3 sour&e &o#e3 names o$ aria/les an# parameters as ell as nameso$ installation3 upgra#e an# #ata/ase tools.

EXAMPLE TEXTeys on the 'ey/oar#3 $or e1ample3 $un&tion 'eys su&h as F2F or the ENTER 'ey.

Exampletext

E1a&t user entry. hese are or#s or &hara&ters that you enter in the systeme1a&tly as they appear in the #o&umentation.

 <Exampletext> 

7aria/le user entry. Pointe# /ra&'ets in#i&ate that you repla&e these or#s an#&hara&ters ith appropriate entries.

 

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SAP Best Practices (06) Con$iguration ESS * +SS

Contents

(06) Con$iguration ESS * +SS.................................................................................................... 6

Purpose................................................................................................................................... 6

2 Preparation..............................................................................................................................6

2. PrereIuisites..................................................................................................................6

2.. So$tare....................................................................................................................6

2..2 %uil#ing %lo&'s..........................................................................................................6

2.2 4erie........................................................................................................................ 6

2.2. sers.........................................................................................................................6

2.2.2 >oles......................................................................................................................... 6

2.2.9 "or'sets...................................................................................................................

2.2.: ESS Appli&ations - %usiness Pa&'age Stru&ture.......................................................

2.9 Con$iguration Settings $or ESS......................................................................................82.9. Create 5n$otype 00= $or all Employees....................................................................8

2.9.2 Assign +anager to 4pen Position.............................................................................!

2.9.9 "or'set) A##ress %oo'...........................................................................................0

2.9.9. Con$iguration Settings $or "hos "ho i7ie Employee sear&hF....................0

2.9.9.2 Con$iguration Settings $or Change 4n Data i7ie........................................

2.9.: "or'set) "or'ing ime............................................................................................

2.9.:. Change 5n$otype 000 $or all Employees........................................................2

2.9.:.2 Con$iguration Settings $or i7ie ?eae >eIuest.............................................2

2.9.:.9 Assign Agents $or as's..................................................................................

2.9.:.: Con$iguration Settings $or i7ie ?eae >eIuest Approal..............................8

2.9.:.= Con$iguration Settings $or i7ie >e&or# "or'ing ime CAS regularF..........8

2.9.:.6 Con$iguration Settings $or i7ie Clo&'-5n*4ut Corre&tion................................!

2.9.:. Con$iguration Settings $or i7ie ime A&&ounts * uota 4erie.................29

2.9.:.8 Con$iguration Settings $or i7ie ime Statement $or a &hosen perio#F Change <orm H><4> an# A&tiate...................................................................................2:

2.9.:.! Con$iguration Settings $or i7ie eam Calen#ar.............................................26

2.9.= "or'set) %ene$its an# Payment..............................................................................26

2.9.=. Con$iguration Settings $or i7ie Salary Statement..........................................26

2.9.6 i7ie) otal Compensation Statement.....................................................................28

2.9. "or'set) Personal 5n$ormation................................................................................2!

2.9.. Con$iguration Settings $or i7ie A##ress........................................................2!

2.9..2 Con$iguration Settings $or i7ie %an' 5n$ormation..........................................2!

2.9..9 Con$iguration Settings $or i7ie Personal Data..............................................90

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SAP Best Practices (06) Con$iguration ESS * +SS

2.9..: Con$iguration Settings $or i7ie <amily Data..................................................90

2.9..= >emoing 5n&onsisten&ies in Employee Data.................................................9

2.9.8 "or'set) Career an# Jo/.........................................................................................99

2.9.8. Con$iguration Settings $or i7ie S'ills Su/area..............................................9:

2.9.! "or'set) rael +anagement..................................................................................9:2.9.!. A&tiate rael +anagement Customi;ing......................................................9=

2.9.!.2 Set p rip (um/ers......................................................................................9=

2.9.!.9 Create 5n$otype 00 rael Priileges...........................................................96

2.9.!.: A## Cost Center to 5n$otype 000...................................................................96

2.9.!.= Con$iguration Settings $or i7ie All my rips an# E1penses...........................9

2.9.!.6 Con$iguration Settings $or i7ie Create rael >eIuest.................................9

2.9.!. Create 5n$otype >e&or#s $or i7ie +y rael Pro$ile.......................................9

2.9.0 "or'set) ?i$e an# "or' Eents...............................................................................98

2.9. "or'set) Corporate 5n$ormation→ 4rgani;ational 5n$ormation...............................9!

2.9.. Con$iguration Settings $or i7ie Co#e o$ Con#u&t..........................................9!

9 Con$iguration Settings $or +SS.............................................................................................:2

9. Con$iguration in SAP (et"eaer Portal......................................................................:2

9.. "or'set) 4erie..................................................................................................:2

9... Con$iguration $or i7ie) Approe ime Sheet Data.........................................:2

9...2 Con$iguration $or i7ie) 4rgani;ational Chart.................................................::

9...9 Con$iguration $or i7ie) Compensation Planning............................................::

9..2 >eport Con$iguration $or +SS.................................................................................:6

9..2. Set p >eport ?aun&hpa# in HC+ system.....................................................:6

9..2.2 Con$igure >eport ?aun&hpa# in the HC+ System..........................................:

9..2.9 Con$iguring >eports in the %5 System.............................................................:8

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SAP Best Practices (06) Con$iguration ESS * +SS

N06' Configuration ESS / MSS

Purposehis &on$iguration gui#e proi#es the in$ormation you nee# to set up ESS an# +SS in the SAP(et"eaer Portal.

2 Preparation

2. Prere*uisites

2.. Soft+are

<or prereIuisite so$tare reIuirements $or the SAP E>P system an# the Portal3 re$er to the SAP

%est Pra&ti&es $or Human Capital +anagement 72.600 ui&' Gui#e.

2..2 Bui%,ing B%oc-s

5nstall the N03: ESS/MSS Connectivity  /uil#ing /lo&' /e$ore you install this one.

2.2 $er$ie+

2.2. sers

his se&tion proi#es an oerie o$ the users that are reIuire# in the /a&'en# system an# theportal hen setting up an# e1e&uting the SAP %est Pra&ti&es $or HC+ 72.600 ESS*+SSs&enarios.

ser "& Nae Personne% No. E1P B"

a#min A#ministrator ser A#min

manager Jean-?u& Corniglion !00006

employee AleBan#ro %ishop !0000

2.2.2 1o%es

e&hni&al name) &om.sap.p&t.ess.

his Human >esour&es role ena/les you to #epi&t the H>-relate# tas's an# a&tiities o$ all your&ompanyKs employees.

he Employee Sel$-Seri&e role &omprises the $olloing tas's an# a&tiities)

• +aintain personal in$ormation su&h as a##ress an# /an' in$ormationF

• >e&or# or'ing time

• Che&' time a&&ounts

• Create leae reIuests

• Display salary statements

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SAP Best Practices (06) Con$iguration ESS * +SS

• Pro&ess /ene$its

• E#it s'ills pro$ile

• %oo' &ourses

• Plan an# pro&ess /usiness trips

• et&

<or in$ormation a/out the SAP E>P /usiness pro&esses in hi&h the Employee Self-Service roleis integrate#3 see SAP (ote 82:= http)**seri&e.sap.&om*notesF.

2.2. 3or-sets

his /usiness pa&'age &ontains the $olloing or'sets)

3or-set #ec!nica% nae

4erie &om.sap.p&t.erp.ess.areaLoerie

"hos "ho &om.sap.p&t.erp.ess.areaLemployeeLsear&h

"or'ing ime &om.sap.p&t.erp.ess.areaLor'ingLtimerael +anagement &om.sap.p&t.erp.ess.areaLtraelLe1penses

Personal 5n$ormation &om.sap.p&t.erp.ess.areaLpersonalLin$ormation

%ene$its an# Payment &om.sap.p&t.erp.ess.areaL/ene$itsLpayment

?i$e an# "or' Eents &om.sap.p&t.erp.ess.areaLli$eLor'

Corporate 5n$ormation &om.sap.p&t.erp.ess.areaL&orporateLin$o

2.2.4 ESS App%ications 5 Business Pac-age Structure

his se&tion proi#es a short oerie o$ the appli&ations seri&esF that are aaila/le in theEmployee Self-Service &omponent.

he in#ii#ual appli&ations are assigne# to the $olloing areas)

•  A##ress %oo'

• "or'ing ime

• %ene$its an# Payment

• Personal 5n$ormation

• Career an# Jo/

• rael   partial s&ope

• ?i$e an# "or' Eents

• Corporate 5n$ormation

he Procurement  an# Work Environment  appli&ations are not in s&ope $or SAP %estPra&ti&es $or Human Capital +anagement 2.600.

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SAP Best Practices (06) Con$iguration ESS * +SS

<or more in$ormation on the Buine Packa!e for Employee Self-Service an# $or#o&umentation a/out in#ii#ual appli&ations3 see the Portal Content Portfolio on theS"P #eveloper Net$ork at %ttp://$$$&'n&ap&com/ir(/'n/contentportfolio3 thenChoose Buine Packa!e for Employee Self-Service )myS"P E*P+3 then &hoose

,nline-#ocumentation&

 

he appli&ations in the Buine Packa!e for Employee Self-Service hae /een&onerte# to "e/ Dynpro te&hnology. <or in$ormation a/out the strategy $or 5S-/ase# appli&ations3 see S"P Note .01 .

2. Configuration Settings for ESS

2.. Create "nfotpe 00 for a%% Ep%oees

se

o lin' a user in the portal to the employee in the /a&'en#3 the employee master re&or#s must /ee1ten#e#. he portal user in$ormation is store# in the /a&'en# in the &ommuni&ation in$otype00=3 su/types 000 Sytem 2er Name S"P Sytem )S-2N"ME++ an# 000 )E-Mail+.

Prere*uisites

• he users +A(AGE> an# E+P?4MEE are mappe# to the releant portal users3 i#eally

/y SS43 so that they hae the same name. sing the SAP %est Pra&ti&es $or HC+72.6003 this is e1plaine# $or the sample master #ata in the (09 &on$iguration gui#e.

• Mou must hae &reate# personnel num/ers in the SAP system $or the releant

employees. his is &omplete# in the (09 &on$iguration gui#e.

• he $olloing roles are assigne# to your E>P user hi&h shoul# /e mappe# to theemployees) SAPLE+P?4MEE3 SAPLE+P?4MEELE>P3 an# SAPLE+P?4MEELE>P0=.he latter is a &omposite role $or all &ountry spe&i$i& $un&tions. Mou &an sele&t only thespe&i$i& &ountry role $or your user an# #elete the other roles.

Proce,ure

. Choose the $olloing)

SAP Eas AccessMenu

4uman *eource 5 Peronnel Mana!ement 5 "'minitration5 4* Mater #ata 5 Maintain

#ransaction PA30

2. Enter your employees personnel num/er. 5$ using the SAP %est Pra&ti&es $or HC+ 72.6003enter 91000071 Mr& "le(an'ro Bi%opF.

9. 5n the #ire&t sele&tion se&tion3 enter in$otype 0105 an# &hoose the Create /utton.

:. 5n the u6type for infotype 7Communication8  #ialog /o13 sele&t 000 an# then Enter .

=. 5n the $iel# 5D*(um/er3 enter the 5D use# to log in to the portal. 5$ using SAP %est Pra&ti&es $or HC+ 72.6003 enter EMPLOYEE.

6. Sae your entry.

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SAP Best Practices (06) Con$iguration ESS * +SS

. >eturn to the Maintain 4* Mater #ata s&reen.

8. eep the in$otype 00= in the in$otype $iel# an# &hoose Create.

!. 5n the u6type for infotype 7Communication8  #ialog /o13 sele&t 000 an# then Enter .

0. 5n the 9#/Num6er  $iel#3 enter the email a##ress an# sae your entries. 5$ using SAP %estPra&ti&es $or HC+ 72.6003 you &an leae this /lan'.

. >epeat steps 2-0 $or employee !00006. 5D*(um/er +A(AGE>.

A%ternati$e

5t is also possi/le to assign the portals user to the HC+ /a&'en# employees through anothertransa&tion. his alternatie is #es&ri/e# here3 /ut you #o not nee# to e1e&ute this. 5t is meant $orin$ormational purposes)

Proce,ure

. his a&tiity must /e &arrie# out in the E>P system)

Menu Pat! in

SAP E1P

Sytem "'minitration - Sytem Confi!uration - 2niveral Worklit 

; Workflo$ - 2niveral Worklit < "'minitration

#ransaction HRuser

2. 4n the Set 2p an' Maintain ESS 2er )Start+ s&reen &hoose Select employee uin!employee mater .

9. 4n the ne1t s&reen sele&t Employee $it%out uer an# then Execute.

:. 5n the Set 2p an' Maintain ESS 2er ),vervie$+ s&reen &hoose the ,vervie$  /utton $or Employee $it%out uer.

=. 4n the Create 2er for Peron s&reen sele&t the personnel num/er !0000 AleBan#ro

%ishopF an# &hoose the  "i!n Exitin! 2er /utton.

6. 5n the C%ooe 2er  #ialog /o1 enter the Backen' uer  EMPLOYEE.. 5n the Create *elation%ip #ialog /o1 &hoose Create. he user is no assigne# to the

personnel num/er.

8. >epeat the steps : - ith the personnel num/er !00006 an# the system user+A(AGE>.

2..2 Assign Manager to pen Position

se

SAP %est Pra&ti&es #eliers manager Jean ?u& assigne# to position 000008. Hoeer3 in or#er to run through a $ully integrate# ESS*+SS s&enario3 Jean ?u& must /e reassigne# to a ne

position 000006:.

Prere*uisites

Mour user parameter G> is set to 0 it may /e set to !8 i$ you per$orme# the ?S+" sample#ata loa#sF. Mou &an &hange this in transa&tion S.

Proce,ure

. his a&tiity must /e &arrie# out in the E>P system)

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SAP Best Practices (06) Con$iguration ESS * +SS

Menu Pat! in SAP E1P

#ransaction PA40

2. Call out the a&tion N>elo&ation*rans$er $or employee !00006.

9. E1e&ute a&tion 'eeping all #e$ault alues e1&ept those on in$otype 000. Change the positionto10000064

.

:. Sae all entries.

=. 4n the Create =acancy  #ialog /o13 &on$irm ith yes that the a&an&y $or the preious positionill /e &reate#.

6. 4n the #elimit =acancy  #ialog /o13 &on$irm ith e to #elimit the a&an&y o$ position000006:.

. Continue to sae all in$otypes as the a&tion moes automati&ally through ea&h releantin$otype. Choose &ontinue to /ypass arnings.

2.. 3or-set' A,,ress Boo-

e&hni&al name) &om.sap.p&t.erp.ess.areaLemployeeLsear&h

se

Employees &an use the appli&ations in this area to)

•  A&&ess the employee #ire&tory O"hos "ho

• Change their on #ata in the employee #ire&tory OChange 4n Data

• Display in$ormation a/out the organi;ational enironment O4rgani;ational Chart - not in

S&ope

2... Configuration Settings for 3!o7s 3!o iVie+ (Ep%oeesearc!)

se

Employees &an use this seri&e to sear&h $or employees #ata in the &ompany a##ress /oo'.

he seri&e &omprises the $olloing $un&tions)

• Simple sear&h) Mou &an sear&h /y $irst name an# last name.

•  A#an&e# sear&h using arious &riteria) 5$ you run a generi& sear&h3 the system #isplays

a hit list $rom hi&h you &an go #ire&tly to the employees pro$ile.

Prere*uisites

 

SAP %est Pra&ti&es $or HC+ 72.600 #oes not reIuire a##itional settings. Mou &anuse the W%o> W%o seri&e ith the stan#ar# settings.

Proce,ure

. 5$ you ant to ma'e &hanges3 &hoose the $olloing)

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SAP Best Practices (06) Con$iguration ESS * +SS

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 "''re Book 5 W%o> W%o

#ransaction SPRO !M" #ust$m%&%'()

2...2 Configuration Settings for C!ange +n &ata iVie+

se

Employees &an use this seri&e to maintain their on #ata. he seri&e &omprises the $olloing$un&tions)

• E#it your &ommuni&ation an# o$$i&e #ata

• ploa# a photograph

• Delete or repla&e the &urrent photograph

Prere*uisites

 

SAP %est Pra&ti&es $or HC+ 72.600 #oes not reIuire a##itional settings. Mou &anuse the C%an!e ,$n #ata seri&e ith the stan#ar# settings.

 Ar&hiing photos is ina&tie. Mou ill get an error message hile trying to uploa# aphoto) Sytem error $%en arc%ivin! a p%oto

Proce,ure

. 5$ you ant to ma'e &hanges3 &hoose the $olloing)

SAP "M8

Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-Specific

Settin! 5 ,$n #ata#ransaction SPRO !M" #ust$m%&%'()

2..4 3or-set' 3or-ing #ie

e&hni&al name) &om.sap.p&t.erp.ess.areaLor'ingLtime

se

Employees &an use the appli&ations in this area to)

• Su/mit*&an&el a/sen&es O?eae >eIuest

• ?eave *e@uet "pproval  a&tually per$orme# /y manager 

• Aeam Calen'ar   ma#e aaila/le to the team manager only

• >e&or# or'ing time O>e&or# "or'ing ime CAS regularF

• Corre&t &lo&'-in*out entries OClo&'-5n*4ut Corre&tions

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SAP Best Practices (06) Con$iguration ESS * +SS

he $olloing appli&ations are not in s&ope $or SAP %est Pra&ti&es $or HC+ 2.600)

o 7ie time a&&ounts Oime A&&ounts uata 4erieF

o 7ie time statements Oime Statement $or a &hosen perio#F

o Per$orm e$$ort reporting &ountry-ersion SF OE$$ort >eporting SAF

2..4. C!ange "nfotpe 0009 for a%% Ep%oees

se

5n$otype 000 &ontains the time management status $or ea&h employee. SAP %est Pra&ti&es $orHC+ 72.600 #eliers the sample #ata ith #i$$erent time management statuses. <or employee!0000 use# in the /usiness pro&ess pro&e#ure you must &hange the time managementstatus to ena/le ESS time reIuest $un&tionality.

Proce,ure

. Choose the $olloing)

SAP Menu Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 ,$n #ata

#ransaction PA30

2. Enter employee num/er !0000.

9. Enter in$otype 000 an# &hoose C%an!e.

:. 5n the se&tion Work Sc%e'ule *ule3 &hange the Aime M!mt Statu $rom 0 No timeevaluation to Aime Evaluation of "ctual Aime.

=. Sae your entry an# e1it.

6. >epeat these steps $or all employees you are using in the portal.

2..4.2 Configuration Settings for iVie+ :ea$e 1e*uest

se

his appli&ation ena/les your employees to per$orm all the tas's they nee# to manage their leaereIuests an# other a/sen&es. he $un&tion &omprises the entire leae reIuest pro&ess. hepro&ess starts ith the &reation o$ a leae reIuest an# its pro&essing /e$ore it is $inally poste# tothe /a&'en# system. he inter$a&es use# /y employees an# managers hen they pro&ess leaereIuests are "e/ Dynpro appli&ations that /elong to Employee Self-Service )ESS+ an# Mana!erSelf-Service )MSS+& 

Employees use this "e/ appli&ation to reIuest leae or other a/sen&es an#3 in the &ase o$

a/sen&es that #o not reIuire approal3 to in$orm their manager that they ill /e a/sent $or a&ertain perio# #ue to illness3 $or e1ampleF. 5$ ne&essary3 employees &an &hange or #eletesu/mitte# leae reIuests or a/sen&es that hae alrea#y /een store# in the #ata/ase.

Mour employees &an use the ?eave *e@uet  seri&e to reIuest /oth a/sen&es in$otype 200Fan# atten#an&es in$otype 2002F. his means that you &an also pro&ess re&or#s o$ the

 "tten'ance in$otype 2002F that hae the Iuality o$ an a/sen&e in your &ompany3 su&h astraining &ourses.

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SAP Best Practices (06) Con$iguration ESS * +SS

#ransaction SPRO !M" #ust$m%&%'()

2. Choose #efine "6ence/Procein! Procee&

9. his ta/le #isplays the &ustomi;ing entries reIuire# on s&reen C%an!e =ie$ 7Procein!Procee for Aype of ?eave8: ,vervie$ .

1u%e8roup

Nae of1u%egroup

PS8 A/A#pe Att./a<s. tpete=t

Start &ate En, &ate

0000000 SAPStan#ar#

0 000 7a&ation 0.0.2000 9.2.!!!!

0000000 SAPStan#ar#

0 0=0 npai# A/sen&e

0.0.2000 9.2.!!!!

0000000 SAPStan#ar#

0 080 %usiness rip 0.0.2000 9.2.!!!!

0000000 SAPStan#ar#

0 0820 E#u& * raining-5nternal

0.0.2000 9.2.!!!!

:. Choose Ne$ Entrie.

=. Choose 0000000 $or *ule roup.

6. Choose 0 $or PS roupin! .

. Choose 000 7a&ationF $or "tt&/"6ence Aype  this is the entry $or ro in the ta/le a/oe.

8. Choose ort num6er  00.

!. Choose Save.

0. >epeat steps 9-! $or the other a/sen&e types.

2..4.2.2 &efine (stan,ar,) +or-f%o+ >3S200? for %ea$e

re*uest tpesse

5$ the or'$lo is not set up &orre&tly3 you may re&eie an error message) 2na6le to en' t%ere@uet& Workflo$ 'efinition of tak WS0D0000 cannot 6e activate'&

Complete this step to aoi# the error.

Proce,ure

<ollo the solution steps * pro&e#ure)

. 5n the SAP HC+ System &hoose)

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime 5 ?eave *e@uet 5 Procein! Procee 5Specify Procein! Procee for Aype of ?eave

#ransaction SPRO !M" #ust$m%&%'()

2. 5n the ta/le Specify Processing Processes for  Types of LeaveF spe&i$y all a6ence type an# &ustomi;e them as in the $olloing ta/le)

1u%e8roup

Nae of1u%e

PS8 A/A#pe Att./a<s. tpete=t

Start &ate En, &ate

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SAP Best Practices (06) Con$iguration ESS * +SS

group

0000000 SAPStan#ar#

0 000 7a&ation 0.0.2000 9.2.!!!!

0000000 SAPStan#ar#

0 0=0 npai# A/sen&e

0.0.2000 9.2.!!!!

0000000 SAPStan#ar#

0 080 %usiness rip 0.0.2000 9.2.!!!!

0000000 SAPStan#ar#

0 0820 E#u& * raining-5nternal

0.0.2000 9.2.!!!!

9. Dou/le-&li&' =acation 000&

:. 5n C%an!e =ie$ 7Procein! Procee for Aype of ?eave8: #etailF &hoose Proce*e@uet 2in! Workflo$  in the se&tion Workflo$ Aemplate.

=. A$ter sele&ting the pro&ess reIuest &he&'mar'3 c%ooe Workflo$ num6er 300 for

a. WG 9# of Ne$ *e@uet 

/. WG 9# of Cancellation *e@uet &. WG 9# of C%an!e *e@uet 

6. Sae your entries.

. >epeat $or all o$ the a/sen&e types $rom the ta/le a/oe.

2..4.2. C!ec- Correspon,ing Personne% Su<area 8roupingfor :ea$e 1e*uest

se

o #isplay a/sen&e types in the portal seri&e leave re@uetF the a/sen&e types reIuire acorrepon'in!  *ole roup an# Peronnel Su6area roupin! )PS+ liste# in the ta/le7L00PLA??. "ith this3 the a/sen&e types &an /e #isplaye# in the #rop #on /o1 $or Aype of?eave.

<ollo these steps to &he&' hi&h PSG is appropriate $or the employee use# in the SAP %estPra&ti&es $or HC+ 72.600 ESS s&enario3 !0000 AleBan#ro %ishop.

Proce,ure

. 5n the SAP HC+ System &hoose)

#ransaction S+9

2. Choose a/le*7ie V@00P@A:: Peronnel "rea/Su6area) Complete 7ieF

9. Choose #iplay&

:. Choose 2S" or 0  to spe&i$y the &ountry3 i$ reIuire#.

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SAP Best Practices (06) Con$iguration ESS * +SS

=. 5n this ta/le sear&h $or the &orrespon#ing personnel area PA Q 020 $or AleBan#ro %ishop an#personnel su/area PSu/area.Q 0002.

5$ you #o not 'no hat the personnel area an# su/area is set to $or your employees3you &an $in# this in$ormation in the ne1t &hapter Gin' Peronnel "rea of Employee.

6. his ro shos the PSG $or the leae reIuest in &olumn ?eave Aype& <or employee!00003 the alue is 0 .

2..4.2.4 in, Personne% Area of Ep%oee' ptiona%

se

5$ you #o not 'no the personnel area $or the employee in the SAP %est Pra&ti&es $or HC+72.600 s&enario - AleBan#ro %ishop !0000 you &an $in# it in 5n$otype 0003 4rgani;ational

 Assignment3 in ransa&tion PA30.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP Eas AccessMenu

4uman *eource 5 Peronnel Mana!ement 5 "'minitration5 4* Mater #ata 5 Maintain

#ransaction PA30 Ma%'ta%' HR Master *ata)

2. Choose !0000 as the Peronnel Num6er  $or +r. %ishopR the master #ata ill /e#isplaye#.

9. Choose 5n$otype 000 $or 4rgani;ational Assignment an# &hoose Enter .

:. Choose #iplay . +r. %ishop is assigne# to the personnel area 020 an# su/area 0002.

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SAP Best Practices (06) Con$iguration ESS * +SS

2..4. Assign Agents for #as-s

se

o aoi# the error message 2na6le to en' t%e re@uet - ou are not one of t%e poi6le a!entof tak WS300F /e sure an agent is assigne# to the tas'.

5n this &hapter3 the or'$lo is set up to &ontain a general tas' hi&h applies to eery user.

Proce,ure

<ollo the solution steps * pro&e#ure)

. 5n the SAP HC+ System &hoose)

#ransaction S+**

2. Choose ,t%er Workflo$/verion Ctrl <=F /utton.

9. 5n the ,pen ot%er $orkflo$ 'efinitionF enter or'$lo num/er "S2900. he a&tieersion 0009 shoul# /e sele&te#.

:. Choose Enter  to &ontinue.

=. Choose the Baic #ata /utton C>?<8F.

6. Choose the /utton SH5<<!F.

. Choose  "ttri6ute.

8. Change the tas' to eneral tak  to allo eery user to start this tas'.

!. Choose Aranfer .

0. 4n the Workflo$ Aemplate: Maintain "!ent "i!nment  s&reen3 &hoose 2p'ate 9n'ex  Shi$t <F. he system #isplays the message 9n'ex $a !enerate' .

. Choose Back&

2. Choose "ctivate.

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SAP Best Practices (06) Con$iguration ESS * +SS

9. Choose Exit .

2..4.4 Configuration Settings for iVie+ :ea$e 1e*uestAppro$a%

 

his is the i7ie $or the Mana!er  to approe leae reIuests

 

<or the SAP %est Pra&ti&es $or HC+ 72.6003 the ?eave *e@uet "pproval seri&ereIuires no $urther settings other than the stan#ar# ersion. (ote that this seri&e isintegrate# $or +anagers in Mana!er Self-ServiceT

se

his "e/ appli&ation proi#es H> managers or other authori;e# persons ith all the $un&tionsthey reIuire to &he&' an# approe leae reIuests.

 

his "e/ appli&ation is part o$ the Buine Packa!e for Employee Self-Service sin&e it uses the same $un&tions as the Employee Sel$-Seri&e appli&ation3 ?eave*e@uet  an# &annot /e implemente# on its on. Hoeer3 it has /een #eelope# $oruse in Mana!er Self-Service& 

Prere*uisites

. <or more in$ormation3 see the 5mplementation Gui#e an# &hoose Workin! Aime&

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime

#ransaction SPRO !M" #ust$m%&%'()

2..4. Configuration Settings for iVie+ 1ecor, 3or-ing #ie(CA#S regu%ar)

se

his "e/ appli&ation ena/les your employees to re&or# their or'ing times an# assign these to aproBe&t3 or#er or other SAP appli&ation o/Be&ts. Mou &an also &onne&t an optional approalpro&e#ure.

Prere*uisites

• Mou use S"P Cro-"pplication Aime S%eet  CASF.

• he Aime S%eet  must /e set up. <or the "e/ appli&ation3 you &an use the mo#el #ata entry

pro$ile ESS3 hi&h has /een #esigne# to meet the spe&ial reIuirements o$ Employee Sel$-Seri&e.

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SAP Best Practices (06) Con$iguration ESS * +SS

• Mou hae use# the user parameter C7> to assign ea&h employee a spe&i$i& #ata entry

pro$ile3 hi&h they use to enter their or'ing times. his pro$ile #etermines the #ata entrypro&ess an# the layout o$ the time sheet.

5$ this user parameter has not /een store#3 the system uses the ESS #ata entry pro$ile asstan#ar#.

• <or more in$ormation3 see the 5mplementation Gui#e an# &hoose Workin! Aime&

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime 5 *ecor' Workin! Aime

#ransaction SPRO !M" #ust$m%&%'()

 

<or the SAP %est Pra&ti&es $or HC+ 72.6003 this seri&e reIuires no a##itionalsettings /eyon# the stan#ar# ersion.

Constraints

Compare# ith C"AS claic 3 the $olloing &onstraints e1ist $or this "e/ appli&ation)

• Sin&e C"AS re!ular  is an Employee Sel$-Seri&e appli&ation3 time a#ministrators or #ata

entry personnel &annot re&or# or'ing time #ata.

• he $olloing SAP enhan&ements are not supporte# /y C"AS re!ular )

o CAS000: )#eactivate Gunction on t%e 2er 9nterfaceF - you &an ma'e the

ne&essary settings in Customi;ing.

o CAS000 Su6creen on 9nitial ScreenF

o CAS00 Cutomer GunctionF

o CAS002 Su6creen on #ata Entry ScreenF

2..4.6 Configuration Settings for iVie+ C%oc-5"n/utCorrection

se

Employees &an use this "e/ appli&ation to &orre&t errors that originate# #ue to in&orre&t entriesat the time re&or#ing terminal. he #ata is #isplaye# in a ee'ly oerie graphi&. <or e1ample3an employee &an &orre&t #upli&ate &lo&'-ins or enter missing entries an# a&&ount assignment#ata. An optional monitoring $un&tion an# approal pro&e#ure &an /e set up i$ entries are&hange#3 #elete#3 an# &reate# manually.

his "e/ appli&ation is not #esigne# as an alternatie to re&or#ing or'ing times atthe time re&or#ing terminal.

Prere*uisites

• Mou hae implemente# Aime Evaluation $or S"P Aime Mana!ement& 

• Mou use the H>-PDC inter$a&e to trans$er employees &lo&'-in*out entries $rom an e1ternal

time re&or#ing system to the SAP system. Mou hae ma#e the releant Customi;ing settings

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SAP Best Practices (06) Con$iguration ESS * +SS

in the 5mplementation Gui#e $or Peronnel Aime Mana!ement  /y &hoosing Peronnel Aime

Event → Peronnel Aime Event&

•  As an alternatie to e1ternal time re&or#ing systems3 you &an also use the Clock 9n/,ut  "e/

appli&ation3 in hi&h employees &lo&' in an# out using the SAP (et"eaer Portal.

• Mou hae &on$igure# the Clock-9n/,ut Correction "e/ appli&ation.

• <or more in$ormation3 see the 5mplementation Gui#e an# &hoose)

SAP "M8Menu

Peronnel Mana!ement H Employee Self-Service H Service-SpecificSettin! H Workin! Aime HClock-9n/,ut Correction&

#ransaction SPRO !M" #ust$m%&%'()

2..4.6. 8roup Personne% #ie E$ent #pes

Proce,ure'

. 5n the SAP HC+ System &hoose)

SAP "M8Menu

Aime Mana!ement 5 Peronnel Aime Event 5 eneral Settin!5roup Peronnel Aime Event Aype

#ransaction SPRO !M" #ust$m%&%'()

2. Choose #efine Peronnel Aime Event Aype roup&

9. Choose Ne$ Entrie.

:. Create a ne Aime event !roup 99I Aext  "e'eral,%me E-e'ts& Choose Save&

=. Go /a&' an# &hoose "i!n Peronnel Aime Event Aype to roup&

6. Choose Ne$ Entrie.

. A## ne ime Eent types P0 )Clock-in+ an# P0 )Clock-,ut+ $or the ime Eent Group !!QGeneral ime eentsF an# &hoose Enter .

8. Sele&t a &ell in the Aime event type &olumn an# press <.

!. 4n the < Help s&reen &hoose the Aec%nical 9nformation /utton.

0. 4n the Aec%nical 9nformation #ialog /o13 #ou/le-&li&' the Data Element *EAP .

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SAP Best Practices (06) Con$iguration ESS * +SS

. 4n the #ictionary: #iplay #ata Element  s&reen3 in the #ata type ta/ #ou/le-&li&' the #omain

*EAP .

2. 4n the #ictionary: #iplay #omain s&reen3 &hoose the =alue *an!e ta/.

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SAP Best Practices (06) Con$iguration ESS * +SS

9. Choose the #iplay J- C%an!e /utton.

:. Choose Maint in lo!on lan!  $or English &ustomi;ing.

=. Mou &an no &hange or e#it the short #es&ription to /e #isplaye# $or <: help in the portal $ori7ie Clo&'-in*out &orre&tions. <or e1ample3 &hange Clock-in to Clock-in P"0  an# Clock-out  to Clock-out P"0&

6. Choose Save.

. Choose  "ctivate.

8. Go /a&' to the Work Aime Event Aype roup s&reen an# ma'e sure your name settingshae /een &hange#.

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SAP Best Practices (06) Con$iguration ESS * +SS

!. As a result you &an $in# the ne o/Be&t names in the portal $or the i7ie Clo&'-in*out&orre&tions in the Clo&'-in*out #rop-#on /o.

20. Choose Save.

2. Choose Exit .

2..4.6.2 Assign tie e$ent group to ep%oee in infotpe 000(#ie 1ecor,ing "nfo)

. 5n the SAP HC+ System &hoose)

SAP Eas AccessMenu

4uman *eource 5 Peronnel Mana!ement 5 "'minitration5 4* Mater #ata 5 Maintain

#ransaction PA30 Ma%'ta%' HR Master *ata)

2. Sele&t 5n$otype 00K0  ime >e&or#ing 5n$oF an# &hoose Create  to &reate an in$otype $orthe employee. SAP %est Pra&ti&es $or HC+ 72.600 uses employee !0000.

9. Create ime re&or# 5D no. 3DK1. .

:. Assign personnel ime Eent ypes to Groups $or the employee) 5n Aime event type !rp sele&t L eneral Aime event.

=. Sele&t 00 $or Su/system grouping.

6. Sele&t 00 $or Grpg. Att*a/sen&e.

. Sele&t 00 $or EE e1penses grpng.

8. Save the in$otype $or employee.

2..4.9 Configuration Settings for iVie+ #ie Accounts / uota$er$ie+

se

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SAP Best Practices (06) Con$iguration ESS * +SS

his "e/ appli&ation ena/les employees to &he&' their time &re#its3 su&h as leae an# time-o$$entitlements. 5t proi#es them ith in$ormation to help them plan their leae an# in$ormation a/outthe #e#u&tion perio#s o$ their time a&&ounts.

5$ you are using the SAP %est Pra&ti&es $or HC+ 72.600 ime A&&ounts uota

4erieF seri&e3 no $urther settings hae to /e ma#e to the stan#ar# ersion. heta/le ill /e empty /e&ause in$otype 200 is not maintaine# $or the sampleemployees. Mou must set up master #ata to use the Iuota oerie i7ie.

Prere*uisites

•Mou use S"P Aime Mana!ement  to manage your employees time #ata.

•Mou hae ma#e the &ustomi;ing settings $or these "e/ appli&ations.

•<or more in$ormation3 see the 5mplementation Gui#e an# &hoose Aime "ccount.

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime 5 Aime "ccount

#ransaction SPRO !M" #ust$m%&%'()

2..4. Configuration Settings for iVie+ #ie Stateent (for ac!osen perio,) C!ange or H11 an, Acti$ate

se

Employees &an use the Aime Statement  seri&e to ie up-to-#ate time ealuation results $ortheir time management #ata. hey &an #isplay an oerie o$ their #aily atten#an&e times3 timepostings3 an# a/sen&e times an# the time a&&ounts an# /onuses #etermine# in time ealuation.

here are to seri&es aaila/le $or this)• E+P?4MEEL"4>5+EL5+ESAE+E(PE> Aime Statement F) Employees &an use

this seri&e to ie their time statements $or the perio#s #e$ine# /y the &ompany or#epartment &on&erne#. he employee sele&ts the #esire# perio# in the seri&e. A ta/le is#isplaye# proi#ing an oerie o$ the most important time ealuation results ithin thisperio#.

• E+P?4MEEL"4>5+EL5+ESAE+E( Aime Statement $it% Greely #efina6le

Perio' F) Employees &an use this seri&e to #isplay their time statements $or any perio# theyreIuire. he employee spe&i$ies the #esire# start an# en# #ates in the seri&e.

Prere*uisites

• Mou implement Aime Evaluation $or S"P Aime Mana!ement& 5$ you use SAP %est Pra&ti&es$or HC+ 72.6003 this is &omplete# in %uil#ing %lo&' 09.

• Mou hae &on$igure# the time tatement uin! t%e 4* Gorm Workplace& 5$ you use SAP %est

Pra&ti&es $or HC+ 72.6003 the stan#ar# $orm H><4> is use# as is.

• <or more in$ormation3 see the 5mplementation Gui#e an# &hoose Aime Statement .

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime 5 Aime Statement 

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SAP Best Practices (06) Con$iguration ESS * +SS

#ransaction SPRO #ust$m%&%'(. Exe/ute Pr$e/t *%spla2 !M")

• Mour employees hae a program $or #isplaying PD<-/ase# $orms installe# on their PCs.

Proce,ure

. o aoi# the Error $%en callin! met%o' 9N9A of cla C?4*SSA9MPE*SE messageF&omplete the $olloing steps.

2. Change the #e&ision tree $or $eature H><4> $rom S"PA9MES?9P  to S"PA9M000 an# a&tiate the $orm.

9. 5n the SAP HC+ /a&'en# system &hoose)

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime 5 Aime Statement 5 Enter name of 4* Gormfor Aime Statement 

#ransaction SPRO #ust$m%&%'(. Exe/ute Pr$e/t *%spla2 !M")

:. Change the #e&ision tree $or $eature H><4> $rom S"PA9MES?9P  to S"PA9M000

a. E1pan# the #e&ision tree $or A 5 *C?"S 5 AMW&/. >ight-&li&' SAPL5+ES?5P an# &hoose C%an!e no'e.

&. Change the return alue $rom S"PA9MES?9P  to S"PA9M000 /y #eletingthe e1isting $orm an# entering a ne return alue.

#. Assign a &ustomi;ing an# or'/en&h reIuest upon saing.

e. A&tiate the $eature.

2. he $eature no has status "ctive&

=. 5n the SAP HC+ System &hoose)

#ransaction H><4>+S H> <orms "or'pla&eF

6. 5n the H> <orms 4erie page sear&h $or SAPL5+L!!L0003 an# #ou/le-&li&' the ro.

. A&tiate the $orm.

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SAP Best Practices (06) Con$iguration ESS * +SS

 A similar error message #isplays $or ime Statement $or a Chosen Perio# A(D SalaryStatement in %ene$its U Payment) Error $%en callin! met%o' 9N9A of claC?4*SSA9M#"AESE?&

8. <ollo steps 2-:3 &hanging $orm S"PA9MES?9P  to S"PA9M000 in the $eatureH><4> an# a&tiating the $orm.

!. 5$ upon a&tiating the $orm SAPL5+L!!L000 in H><4> you re&eie the error Gorm namePG,S"PA9M000 not active for form S"PA9M000F &omplete the $olloingsteps.

0. Choose the ?ayout  /utton.

. A&tiate the $orm een i$ it alrea#y shos an a&tie status.

2. 5$ you get an error on no#e WEEAEA 3 #ou/le-&li&' the error line. his opens the lo&ationo$ the error on the eneral "ttri6ute ta/. Mou shoul# see)

"ee'ly otal )UVEU

Date

9. Delete ;OAEA; an# &hoose Save.

:. Choose "ctivate.

=. Choose Back  an# return to the H><4>+ transa&tion ith $orm SAPL5+L!!L000.

6. A&tiate the $orm SAPL5+L!!L000.

2..4.D Configuration Settings for iVie+ #ea Ca%en,ar 

 

SAP %est Pra&ti&es $or HC+ 72.600 #oes not reIuire a##itional team &alen#arsettings other than the stan#ar# ersion.

Prere*uisites

SAP ESS 600 must /e on support pa&' SP008. Also /e sure the 5nternet Graphi&s Serer 5GSFin installe# an# &on$igure#.

Proce,ure'

. <or more #etaile# &on$iguration an# &hanges to settings3 sele&t )

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Workin! Aime 5 Aeam Calen'ar 

#ransaction SPRO !M" #ust$m%&%'()

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SAP Best Practices (06) Con$iguration ESS * +SS

2.. 3or-set' Benefits an, Paent

e&hni&al name) &om.sap.p&t.erp.ess.areaL/ene$itsLpayment

se

Employees &an use the appli&ations in this area to)

•Display in&ome #ata

•Display #ata on /ene$its parti&ipation not in s&opeF

•Enroll $or /ene$its plans generi&*open enrollment not in s&opeF

•7ie #ata on <SA &laims an# retirements /ene$its not in s&opeF

•Display #ata on employee options an# total &ompensation statement

•E1er&ise employee options

2... Configuration Settings for iVie+ Sa%ar Stateent

se

his seri&e proi#es employees ith a #etaile# list o$ salary relate# amounts an# in$ormation $ora sele&te# perio#. his in&lu#es)

• Gross amount $or e1ample3 paymentsF

• (et amount $or e1ample3 #e#u&tionsF

• 4utgoing payment $or e1ample3 /an' trans$erF

•  A##itional in$ormation $or e1ample3 organi;ational assignment3 leae3 notes to the employeeF

 

SAP %est Pra&ti&es $or HC+ 72.600 uses stan#ar# &ustomi;ing aroun# the salarystatement.

Proce,ure

. o ma'e &hanges an# a##itions to the seri&e3 naigate to the $olloing area in the /a&'en#system)

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Benefit an' Payment 5 Salary Statement 5

#ransaction SPRO !M" #ust$m%&%'()

2. Mou ma'e the ne&essary settings $or the salary statement o$ a parti&ular &ountry in the

5mplementation Gui#e $or the releant &ountry ersion.9. o aoi# the error message Error $%en callin! met%o' 9N9A of cla C?4*SS*EMF 

up#ate the $eature H><4> an# a&tiate the asso&iate# $orm. he $eature steps an# a&tiationo$ the $orm are #es&ri/e# in the preious &hapter an# ill not /e repeate# here.

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SAP Best Practices (06) Con$iguration ESS * +SS

2.... Configuration Settings for iVie+ Ep%oent an,Sa%ar Verification' ptiona%

se

"ith this i7ie3 an employee &an sen# W either /y $a1 or mail W a eri$i&ation o$ salary or

employment status to a spe&i$i& re&ipient3 $or e1ample a /an'.

 A maBor /ene$it o$ this seri&e is that it allos the employee to sen# the in$ormation ithouthaing to reIuest it #ire&tly $rom the H> A#ministrator.

%y sele&ting Employee Self-Service H Benefit an' Payment H Employment =erification3employees &an &hoose to sen#)

• 7eri$i&ation o$ position an# start #ate

• 7eri$i&ation o$ position3 start #ate an# &urrent years earnings

• 7eri$i&ation o$ position3 start #ate an# &urrent an# preious 2 years earnings

Prior to sen#ing the #o&ument3 the employee has the opportunity to eri$y that the in$ormation is&orre&t. A$ter reieing an# sen#ing the in$ormation3 the employee re&eies a &on$irmation.

o aoi# the error message3 2na6le to en' t%e re@uet - ou are not one of t%e poi6le a!entof tak WS00000DKF e1e&ute this &hapter.

 

5$ you hae alrea#y per$orme# the step "i!n "!ent for Aak a/oe3 s'ip to thene1t se&tion.

Prere*uisites

he employee en# userF must hae a user $or the ESS system.

Mou must ma'e the ne&essary &ustomi;ing settings $or the appli&ation. <or more in$ormation3 see

the 5mplementation Gui#e an# &hoose Peronnel Mana!ement  H Employee Self-Service HService-Specific Settin! H Benefit an' Payment H  Salary Statement& 

Proce,ure

. <irst3 assign agents to tas' "S00000:=.

2. 5n the SAP HC+ System &hoose)

SAP #ransaction S+**

9. Choose "or'$lo num/er "S00000:=.

:. Choose the Baic #ata /utton C>?<8F.

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SAP Best Practices (06) Con$iguration ESS * +SS

=. Choose the /utton SH5<<!F.

6. Choose  "ttri6ute.

. Change the tas' to eneral tak  so that eery user &an start this tas'.

8. Choose Aranfer .

!. Choose enerate.

2..6 iVie+' #ota% Copensation Stateent

se

he otal Compensation Statement is an online statement in PD< $ormat &ontaining a list o$ allthe &ompensation elements an# /ene$its pai# /y the &ompany to an employee ithin a spe&i$i&time$rame3 typi&ally one year.

he stan#ar# $orm shippe# ith the SAP System H>LC+PLCSF &onsists o$ arious &ategoriesan# su/&ategories3 hi&h you &an &ustomi;e to meet your /usiness nee#s)

• PAM Pay OSalary an# /onus

• C+P - 4ther Compensation O+is&ellaneous &ompensation elements3 in&lu#ing long-term

in&enties.

%E( %ene$its O%ene$its plans in hi&h the employee has parti&ipate#*is parti&ipating.• PD7 - Personnel Deelopment O5n#ii#ual #eelopment plans3 e#u&ation an# training.

Mou &an a## your on &ategories an# su/&ategories in the $olloing 5+G step) Aotal

Compenation Statement  → Country-Specific En%ancement o$ the 5mplementation Gui#e $or

Enterprise Compensation +anagement.

<or the %onus an# Salary su/&ategories o$ the Pay &ategory3 you &an spe&i$y hi&h age typesmust /e use#. %y #oing so3 you allo the system to &al&ulate a total amount $or the releant&ategory $rom the payroll results.

 

SAP %est Pra&ti&es $or HC+ 72.600 uses the stan#ar# $orm as-is an# #oes not

proi#e a##itional &ustomi;ing aroun# the $orm.

2..9 3or-set' Persona% "nforation

e&hni&al name) &om.sap.p&t.erp.ess.areaLpersonalLin$ormation

se

Employees &an use the appli&ations in this area to)

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SAP Best Practices (06) Con$iguration ESS * +SS

• Enter a##ress in$ormation OA##ress

• Enter /an' #etails O%an' 5n$ormation

• Enter personal #ata OPersonal Data

• Enter $amily #ata O<amily Data

•  Authenti&ation $or Employee 5ntera&tion Center3 also &ountry spe&i$i& appli&ations not ins&opeF

2..9. Configuration Settings for iVie+ A,,ress

se

Employees &an use this seri&e to #isplay an# e#it their on a##ress #ata. his means that they&an &ontinually up#ate their #ata3 there/y reliee the H> #epartment o$ time-&onsuming3 &ost-intensie a&tiities.

 

SAP %est Pra&ti&es $or HC+ 72.600 uses stan#ar# &ustomi;ing.

Prere*uisites

Mou hae ma#e the ne&essary settings $or this seri&e in the 5mplementation Gui#e $or Peronnel Mana!ement& Mou &an $in# the a&tiity un#er Employee Self-Service H Service-Specific Settin!H Peronal #ata&

2..9.2 Configuration Settings for iVie+ Ban- "nforation

se

Employees &an use this seri&e to #isplay an# e#it their on /an' in$ormation. his means that

they &an &ontinually up#ate their #ata3 there/y reliee the H> #epartment o$ time-&onsuming3&ost-intensie a&tiities.

Employees /an' #etails are use# $or /an' trans$ers $rom payroll an# to reim/urse traele1penses.

 

SAP %est Pra&ti&es $or HC+ 72.600 uses stan#ar# &ustomi;ing.

Prere*uisites

Mou hae ma#e the settings $or this seri&e in the 5mplementation Gui#e $or PeronnelMana!ement& Mou &an $in# the a&tiity un#er Employee Self-Service H Service-Specific Settin!H Peronal #ata&

2..9. Configuration Settings for iVie+ Persona% &ata

se

Employees &an use this seri&e to #isplay an# e#it their on personal in$ormation. his meansthat they &an &ontinually up#ate their #ata3 there/y reliee the H> #epartment o$ time-&onsuming3&ost-intensie a&tiities.

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SAP Best Practices (06) Con$iguration ESS * +SS

Prere*uisites

Mou hae ma#e the settings $or this seri&e in the 5mplementation Gui#e $or PeronnelMana!ement& Mou &an $in# the a&tiity un#er Peronal #ata&

. 5n the SAP HC+ System &hoose)

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! H Peronal #ata&

#ransaction SPRO !M" #ust$m%&%'()

2..9.4 Configuration Settings for iVie+ ai% &ata

se

Employees &an use this seri&e to #isplay an# e#it #ata a/out their $amily mem/ers an##epen#ents.

his means that they &an &ontinually up#ate their #ata3 there/y reliee the H> #epartment o$

time-&onsuming3 &ost-intensie a&tiities.

 

SAP %est Pra&ti&es $or HC+ 72.600 uses stan#ar# &ustomi;ing. SAP %est Pra&ti&es$or HC+ 72.600 reIuires no $urther settings to the stan#ar# ersion. 5$ you oul# li'eto ma'e &hanges3 re$er to the pro&e#ure $or the lo&ation in the /a&'en# system.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Peronal 9nformation&

#ransaction SPRO !M" #ust$m%&%'()

2..9. 1eo$ing "nconsistencies in Ep%oee &ata

se

o aoi# the error #ata recor' xxxxxxx)employee num6er+ yyyymm''yyyymm'' %a!roupin! value / intea' of 70F you must e1e&ute the $olloing steps.

Mou hae the option o$ not per$orming these steps an# aiting to see i$ you re&eiethe error in the portal /e$ore e1e&uting.

Proce,ure'

. <or more #etaile# &on$iguration an# &hanges to settings3 sele&t )

#ransaction SM30

2. Enter ta/le * ie 7LCCELGPASG.

9. Choose Maintain.

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SAP Best Practices (06) Con$iguration ESS * +SS

:. Che&' that the alues in the s&reenshot mat&h the alues in the ta/le3 most importantly thein$otype 000!.

=. Choose Back .

6. 5n the SM30 overvie$  s&reen3 enter ta/le*ie ,7##E"PAS"M .

. Che&' that the alues in the s&reenshot mat&h the ta/le alues in your system3 mostimportantly in$otypes 00023 00063 000!.

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SAP Best Practices (06) Con$iguration ESS * +SS

8. Choose Exit .

!. Go to transa&tion SE3 an# enter the program RP!8*S.

0. 4n the *epairin! #ata S%arin! 9nconitencie s&reen3 enter employee num/er !00000sample employee use# in the SAP %est Pra&ti&es $or HC+ 72.600 Portals ESS s&enarioF.E1e&ute the program as shon in the s&reenshot /elo.

5$ you re&eie this error in general ith your &ompany spe&i$i& employee #ata3 run theprogram $or a small group o$ employees at a time3 as this might gie a short #ump $or a /igger group not in a est >unF.

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SAP Best Practices (06) Con$iguration ESS * +SS

. Choose Execute.

2. Continue to E1e&ute on the A?7 s&reen.

9. Choose Exit .

his program is use# to $i1 up the mismat&h /eteen the ESS 5n$otype <rameor'an# the ECC 5n$otype <rameor'.

2.. 3or-set' Career an, o<e&hni&al name) &om.sap.p&t.erp.ess.areaL&areerLBo/

se

Employees &an use the appli&ations in this area to)

• +aintain their s'ills pro$ile

• Store personal settings not in s&opeF

• Can#i#ate Pro$ile Su/area not in s&opeF

• +aintain their &an#i#ate pro$ile not in s&opeF

• Display an oerie o$ the #ata in the &an#i#ate pro$ile not in s&opeF

• >elease &an#i#ate pro$ile not in s&opeF

•  Appli&ation Su/area not in s&opeF

•  Apply #ire&tly to a Bo/ posting not in s&opeF

• Sear&h $or suita/le Bo/s not in s&opeF

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SAP Best Practices (06) Con$iguration ESS * +SS

• Display a list o$ Bo/ postings that they hae store# as $aorites not in s&opeF

• Sen# appli&ations not in s&opeF

2... Configuration Settings for iVie+ S-i%%s Su<area

seEa&h employee in your &ompany &an use this seri&e to #isplay an# up#ate their on s'illspro$ile. he seri&e &omprises input s&reens ena/ling your employees to per$orm the $olloing$un&tions)

•Display s'ills that are &urrently ali#

•p#ate e1isting s'ills

• A## or remoe s'ills

•Display training proposals an# go #ire&tly to the ?earnin! Solution to /oo' training

•Display s'ills that are no longer up to #ate highlighte# spe&iallyF

SAP %est Pra&ti&es $or HC+ 72.600 reIuires no $urther settings to the stan#ar#ersion. 5$ you oul# li'e to ma'e &hanges3 re$er to the pro&e#ure $or the lo&ation inthe /a&'en# system.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP "M8Menu

Peronnel Mana!ement: Employee Self-Service H Service-SpecificSettin! H Career an' Qo6 H Skill

#ransaction SPRO !M" #ust$m%&%'()

2..D 3or-set' #ra$e% Manageent

e&hni&al name) &om.sap.p&t.erp.ess.areaLtraelLe1penses

se

5n the Employee Sel$-Seri&e appli&ation Aravel an' ExpeneF employees &an per$orm seeraltas's $or themseles an# i$ they hae authori;ationF $or other employees. his in&lu#es)

• >eie all trips an# e1penses

•  Assign Cre#it Car#s not in s&opeF

• Create rael >eIuests

• %oo' $lights3 train ti&'ets3 hotels3 an# rental &ars

• Create trael e1pense reports

•  A&&ess rael 5n$ormation $rom Company5P - not in s&opeF

• Per$orm >oute Planning  not in s&opeF

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SAP Best Practices (06) Con$iguration ESS * +SS

o use rael +anagement an# its &ustomi;ing in the /a&'en# system3 Aravel  must/e a&tiate# in the /a&'en# system. 4therise3 you ill not see any rael+anagement entries in the 5+G &ustomi;ing path.

SAP %est Pra&ti&es $or HC+ 72.600 #oes not #elier trael $un&tionality in the &oreE>P pro&esses. Hoeer3 ith relatiely $e a##itional settings as part o$ the (06&on$iguration gui#e3 you &an ena/le the trael $un&tionality an# use the portal. hene1t se&tions e1plain ho to #o this.

2..D. Acti$ate #ra$e% Manageent Custoi;ing

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP "M8 Menu  "ctivate S"P ECC Extenion

#ransaction SPRO !M" #ust$m%&%'()

2. Choose Buine Gunction E"-A*=  an# &hange the Statu to O.

9. Choose Buine Gunction E"-G9N  <inan&ials E1tensionsF an# &hange the Statu to O.

:. Choose Save.

=. Choose "ctivate.

2..D.2 Set p #rip Nu<ers

Proce,ure

. 5n the SAP HC+ system &hoose)

SAP "M8Menu

Ginancial "ccountin! 5 Aravel Mana!ement 5 Set up trip num6erran!e

#ransaction SPRO !M" #ust$m%&%'()

2. 5$ you are or'ing ith SAP %est Pra&ti&es $or HC+ 72.6003 &hoose Personnel Area 020.

9. Choose C%an!e 9nterval.

:. Choose 9nert 9nterval .

=. +a'e the $olloing entries)

Nu<er 1ange ro #o

0 000000000 !!!!!!!!!!6. Choose the "''  /utton.

. Choose Save.

8. >epeat this tas' $or the personnel areas in hi&h your employees hae /een &reate#.

2..D. Create "nfotpe 009 #ra$e% Pri$i%eges

se

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SAP Best Practices (06) Con$iguration ESS * +SS

o aoi# the error message 9nfotype 00. 'oe not exit for ''&mm&yyyy  in the portal3 e1e&utethis step.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP Eas AccessMenu

4uman *eource 5 Peronnel Mana!ement 5 "'minitration5 4* Mater #ata 5 Maintain

#ransaction PA30 Ma%'ta%' HR Master *ata)

2. Choose Peronnel No& !0000 $or AleBan#ro %ishop

9. Sele&t 9nfotype 00. Aravel Privile!e an# &hoose Enter .

:. Choose Create .

=. Set =ali' from to 01:01:;006.

6. Set =ali' to to 1;:31:9999.

. Choose Save.

8. >epeat $or all employees ho reIuire trael priileges in the portal.

2..D.4 A,, Cost Center to "nfotpe 000

se

SAP %est Pra&ti&es $or HC+ 72.600 #eliers sample employees an# a sample organi;ationalstru&ture. 5n or#er to &reate trael reIuests in the portal3 a &ost &enter is reIuire# assigne# to theorgani;ational unit $or hi&h the sample employeesF or'.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP Eas AccessMenu

4uman *eource 5 ,r!aniational Mana!ement 5 Expert Mo'e5 Simple Maintenance 5 C%an!e

#ransaction PPOMOL*

2. 4n the ,r!aniational Structure / C%an!e s&reen3 $rom the menu /ar3 &hoose oto "ccount "i!nment 

9. Sele&t the organi;ational unit P%ila'elp%i a an# &hoose the Mater Cot Center  /utton.

:. 5n the "i!n Cot Center  #ialog /o13 enter Cot Center 160; SalesF ith =ali'ity

01:01:;007 to 1;:31:9999.

=. Choose Save.

2..D. Configuration Settings for iVie+ A%% #rips an,E=penses

se

his seri&e proi#es an oerie o$ &urrent trips an# their status3 along ith $un&tions $or&hanging or #eleting trips.

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SAP Best Practices (06) Con$iguration ESS * +SS

sing SAP %est Pra&ti&es $or HC+ 72.6003 you #o not nee# a##itional settings to thestan#ar# ersion.

2..D.6 Configuration Settings for iVie+ Create #ra$e%

1e*uest

"ntegration

Data $rom the trael reIuest is not trans$erre# to a trael plan as is the &ase in the SAP E>Psystem. SAP re&ommen#s the $olloing alternaties)

se online /oo'ing $or your employees. Mou then only nee# rael Planning an# raelE1penses.

5nstea# o$ using online /oo'ing3 hae your employees su/mit a trael reIuest an# then hae the&omplete trip /oo'e# /y a trael &enter or trael agen&y.

"hen the trip is oer3 your employees &an trans$er the trael reIuest #ata into an e1pense report.

se

Employees &an use this seri&e to &reate a trael reIuest ia SAP or'$lo3 $or e1ampleF that issent to a manager $or approal /e$ore the trip is starte#.

he trael reIuest &ontains all in$ormation the manager nee#s $or #e&i#ing hether to approe it)

• General #ata

• Cost #istri/ution

•  Amount o$ a#an&e i$ appli&a/leF

Mou &an also use the trael reIuest as a pur&hase or#er at a trael agen&y. o #o this3 you &reatea te1t $orm in the e#itor /o13 hi&h the employee $ills out an# uses as an or#er $orm.

 

sing SAP %est Pra&ti&es $or HC+ 72.6003 you #o not nee# a##itional settings to thestan#ar# ersion.

2..D.9 Create "nfotpe 1ecor,s for iVie+ M #ra$e% Profi%e

se

Employees use this seri&e to ma'e personal settings that apply to all their trips. he SAP systemuses the $olloing in$otypes $or this)

"nfotpes for #ra$e% Profi%e

"nfotpe Nae of "nfotpe

0=3 su/type 00 Cre#it &ar# in$ormation

0: 0:= <light pre$eren&es

0:9 0:= >ental &ar pre$eren&es

0:: 0:= >ail pre$eren&es

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SAP Best Practices (06) Con$iguration ESS * +SS

hese #e$ault settings then apply heneer the employee uses a trael seri&e.

Proce,ure

. 5n the SAP HC+ system &hoose)

SAP Eas Access

Menu

4uman *eource 5 Peronnel Mana!ement 5 "'minitration

5 4* Mater #ata 5 Maintain

#ransaction PA30

2. 5$ using SAP %est Pra&ti&es $or HC+ 72.6003 enter personnel 5D 91000071 AleBan#ro

%ishopF.

9. Enter 9nfotype 0105 an# Su6type 0011 then &hoose the Create /utton.

:. 4n the Create Communication )00K+ s&reen3 enter !9999999999999999 $or the 9# you

&an use any $i&titious &re#it &ar# num/erF.

=. Choose Save.

6. >epeat steps 2 to = $or the #i$$erent in$otypes liste# a/oe3 using the $olloing e1amplein$ormation)

"nfotpe ie%,s to <e i%%e,

0: +eal) S<+? sea$oo#F3 Smo'er*(on) (3 Seat Position) "3 Departure Airport)S<43 <irst Airline) XA

0:= Proi#er Category) C3 Proi#er) YE3 Customer Program) GC3 Customer(um/er) 29:=68

0:9 Che&' Air Con#itioning >eIueste#3 ransmission Automati&3 A## a se&on# an#thir# rental &ar 

0:: >ail pre$eren&es3 i$ appli&a/le

2..0 3or-set' :ife an, 3or- E$ents

se

he appli&ations in the ?ife an' Work Event area ena/le you to #epi&t pro&esses that aretriggere# /y arious eents in your employees priate an# pro$essional lies. hese in&lu#e anemployeeKs ne Bo/ or a &hange in his or her employment status. hese also in&lu#e eents in anemployeeKs priate li$e that hae an e$$e&t on H> #ata3 su&h as the /irth o$ a &hil# or marriage.

Mou &an &onsoli#ate many #i$$erent #o&uments3 su&h as in$ormation te1ts3 employee sel$-seri&eappli&ations3 $orms3 tas's3 an# /a&'groun# in$ormation into a pro&ess $or su&h an eent /yor#ering them appropriately. Employees &an then or' through the #o&uments step /y step3 an#in#i&ate ea&h in#ii#ual step as &omplete#. ?ife an' Work Event &an there$ore repla&e the usual

&he&'lists.

he stan#ar# system in&lu#es the $olloing li$e an# or' eents)

• +y <irst Days

• %irth*A#option

• +arriage

• %ene$its

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SAP Best Practices (06) Con$iguration ESS * +SS

• Dior&e

• Change in Employment Status

• erminate Employment

Mou &an use the mo#el pro&esses proi#e# /y SAP an# a#apt them to suit your reIuirements3 oryou &an &reate your on pro&esses. Mou &an #ii#e &omprehensie pro&esses into separate/lo&'s an# assign the i7ies3 in the or#er you reIuire3 to these /lo&'s.

he stan#ar# system &ontains a ariety o$ i7ies ith H+? &ontent that you &an use astemplates $or your on H+? #o&uments. Mou &an repla&e in#ii#ual H+? pages ith your on&ontent. At this time3 the sample H+? pages are only aaila/le in English.

sing SAP %est Pra&ti&es $or HC+ 72.6003 you #o not nee# a##itional settings to thestan#ar# ersion. he #e$ault pages are use# as-is.

2.. 3or-set' Corporate "nforation F rgani;ationa%"nforation

e&hni&al name) &om.sap.p&t.erp.ess.areaL&orporateLin$o

se

5n this area3 you &an store #o&uments an# seri&es that &omprise general in$ormation a/out yourenterprise. Do&uments that you &an store in this area in&lu#e se&urity regulations an# the general&o#e o$ &on#u&t in pla&e at your enterprise.

Employees &an rea# these #o&uments an# then &on$irm that they are in agreement ith the termsan# &on#itions. o #o this3 employees &an sele&t the releant &he&'/o1es #isplaye#. Employees&an also enter their on &omments in a##itional $iel#s. he employees sele&tion &an /e store# inhis or her master #ata.

o integrate su&h intera&tie #o&uments in your appli&ations3 you &an use the interactive form

6ae' on "'o6e oft$are te&hnology. his te&hnology ena/les you to &reate an# e#it intera&tie$orms.

he Co'e of Buine Con'uct  seri&e is proi#e# as an e1ample in the stan#ar# SAP system.Mou &an use this seri&e as a template $or &reating your on appli&ations in this area.

2... Configuration Settings for iVie+ Co,e of Con,uct

se

o #isplay the &o#e o$ /usiness &on#u&t $or your enterprise in an Employee Sel$-Seri&eappli&ation3 you &an use an A#o/e $orm that is integrate# ith the appropriate s&reen. 5na##ition3 the system #isplays the employees personal in$ormation su&h as his or her name an#personnel num/er. Mour employees &an &all the &o#e o$ /usiness &on#u&t3 rea# it3 an# then usesele&tion $iel#s or &he&'/o1es to &on$irm that they hae rea#3 an# are in agreement ith3 theterms an# &on#itions. he employeeKs sele&tion #ata is store# in the /a&'en# system. Employees&an also enter their on in#ii#ual &omments.

 As stan#ar#3 the Co'e of Buine Con'uct  &ontains the #o&ument 5S>L<4>+LSECC as ane1ample. <or 5nternal Seri&e >eIuests 5S>F3 the s&enario SECC  has /een &reate# ith thereleant settings to ena/le the seri&e to /e starte# $rom the appropriate area page. Mou &an usethis s&enario as a template. Mou &an repla&e the stan#ar# e1ample #o&ument $or the &o#e o$/usiness &on#u&t ith the &o#e o$ /usiness &on#u&t $or your &ompany.

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SAP Best Practices (06) Con$iguration ESS * +SS

2....2 Acti$ate Scenario SECC (Co,e of Business Con,uct)

se

Mou must a&tiate the s&enario SECC to use the $orm an# aoi# the error A%e cenario i notactive& 

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP "M8Menu

Peronnel Mana!ement 5 Employee Self-Service 5 Service-SpecificSettin! 5 Company 9nformation 5 E'it Gorm for Co'e of BuineCon'uct 

#ransaction SPRO !M" #ust$m%&%'()

2. Choose SECC - Co'e of Buine Con'uct an# #ou/le-&li&' =erion&

9. Sele&t the A%i cenario verion i active &he&'/o1.

:. +a'e sure the right $orm 5S>L<4>+LSECCF is use# ith the right inter$a&e5S>L5<LSECCF.

=. Choose Save.

6. Choose Exit .

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SAP Best Practices (06) Con$iguration ESS * +SS

Configuration Settings for MSS

. Configuration in SAP Net3ea$er Porta%

Prere*uisites

• he user $ile has /een uploa#e# into the portal. he user Mana!er  has /een assigne# to

the $olloing roles) E*P Common an# BP Mana!er Self-Service& he BP Mana!er Self-Service role is a &opy o$ the stan#ar# Mana!er Self-Service role #eliere# ith the%usiness Pa&'ageF. his step is per$orme# in the (09 &on$iguration gui#e.

• he system aliases as #e$ine# in (09 hae /een assigne# to the system)

.. 3or-set' $er$ie+

... Configuration for iVie+' Appro$e #ie S!eet &ata

se

"hen the employee enters his or'ing hours3 a/sen&es3 an# a&ations3 this in$ormation &an /esent to the employees manager $or approal. ?ine managers3 proBe&t lea#s3 an# other authori;e#persons &an use this "e/ appli&ation to approe or reBe&t the or'ing times re&or#e# using theCross-Appli&ation ime Sheet CASF.

%e$ore you &an use the $un&tionality in the portal3 the $iel# sele&tion $or the approal ie has to/e set up in the /a&'en# &ustomi;ing. he approal or'$lo an# the ie an# pro$iles are set upusing #e$ault alues3 /ut the $iel# sele&tion has to /e &ustomi;e#. his is #es&ri/e# in the$olloing pro&e#ure.

Prere*uisites

o Mou are using SAP Cross-Appli&ation ime Sheet CASF.

o SAP %est Pra&ti&es $or HC+ 72.600 sets this up in 09.

Proce,ure

2. 5n the SAP HC+ System &hoose)

SAP Eas Access Menu

#ransaction S!M"SPOR,

9. Choose Mana!er Self Service )myS"P E*P+ Workin! Aime    "pprove Workin! Aime

 #efine Giel' Selection for 9n'ivi'ual "pproval =ie$&

:. 4n the C%an!e =ie$ 7Giel' Selection "ttri6ute8: ,vervie$  s&reen sele&t the entry S?9N SAP 5n#ii#ual >e&or# ?ine +anagerF an# &hoose Giel' Cutomiin! .

=. 4n the C%an!e =ie$ 7Giel' Cutomiin!8: ,vervie$  s&reen &hoose the Select fiel' /utton.

6. 4n the Giel' Selection #ialog /o1F sele&t the Sort "cen'in! /utton in the loer le$t-han#&orner.

. 5n the Giel' Selection #ialog /o1 moe the $olloing $iel#s $rom the le$t han# si#e to the righthan# si#e)

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SAP Best Practices (06) Con$iguration ESS * +SS

ie%, :a<e% &isp.%engt!

Personnel (um/er 8

 Atten#an&e or A/sen&e ype :

e1t $or Atten#an&e*A/sen&e ype 2=

"or' %rea'#on Stru&ture Element "%S ElementF 2:

e1t $or "%S Element :0

>e&eier 4r#er 2

(etor' num/er 2

4peration*A&tiity (um/er :

Su/operation :

Counter $or >e&or#s in ime >e&or#ing 2

8. Choose Continue&

!. Sae your entries an# go /a&' to the SAP Easy A&&ess +enu.

...2 Configuration for iVie+' rgani;ationa% C!art

se

he 4rgani;ational Chart #isplays the 4rgani;ational Data o$ a &ompany in a graphi&al ie. hei7ie &alls a thir#-party appli&ation that retriees the #ata $rom the /a&'en#.

he same appli&ation an# graphi&al oerie &an /e &alle# in the /a&'en# as$ollos) enter transa&tion &o#e

PPOME3 sele&t your Sta$$ Assignment Stru&ture an#

&hoose the Gormat Structure rap%ically /utton. he thir#-party appli&ationopens an# shos the organi;ational #ata to hi&h you as a manager are assigne#.

5n the portal enironment three i7ies are responsi/le $or the #isplay o$ the 4rg.Chart)

o 4rgani;ational Chart ?in') &om.sap.p&t.erp.mss.o&iLlin'

o 4rgani;ational Chart ?aun&her) &om.sap.p&t.erp.mss.o&iLlaun&her 

o 4rgani;ational Chart ester) &om.sap.p&t.erp.mss.o&iLtester 

%y #e$ault3 the organi;ational stru&ture is shon in the ,r!aniational C%art Aeter  i7ie in +?$ormat. Mou hae to &hange an i7ie property to #isplay the graphi&al ie a$ter you haeinstalle# the thir#-party appli&ation on your $ront-en#.

his i7ie is only inten#e# $or test purposes3 not $or pro#u&tie use. 5n a pro#u&tieenironment you repla&e this i7ie ith a thir#-party en#ors organi;ational &hartingappli&ation. his appli&ation must /e in&orporate# into an i7ie in the portal.

Prere*uisites

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SAP Best Practices (06) Con$iguration ESS * +SS

o Mou hae installe# a thir#-party appli&ation on your $ront-en# to sho the organi;ational

#ata in a graphi&al ie. <or e1ample 4rgPu/lisher. Mou &an get a trial ersion $rom$$$&a@uire&com/pro'uct/or!pu6li%er/ F

o Mou are logge# in the portal ith the a#min user.

Proce,ure. 5n the SAP (et"eaer Portal &hoose the $olloing path)

Menu Pat! in SAPNet3ea$er Porta%

Content "'minitration - Portal Content - Content Provi'e' 6y S"P - linemana!er - Mana!er Self-Service - i=ie$ -4CM

2. Dou/le-&li&' the ,r!aniational C%art Aeter  i7ie.

9. S&roll #on to the M? Aeter i=ie$ Aype property.

:. Change the alue $or this property $rom #efault  to E,.

=. Sae your &hanges an# &lose the i7ie.

... Configuration for iVie+' Copensation P%anning

se

he &om.sap.p&t.h&m.e&mmain.planning.iu i7ie lets the manager per$orm salary planning an#allo&ate /onuses an# sto&' options $or employees in organi;ational units in their area o$responsi/ility. he manager &an #isplay the a&tual planning #ata in a##ition to the employee #atathat is releant $or &ompensation. his ena/les the manager to &reate a plan that they &an &he&'on a reie s&reen /e$ore a&tually su/mitting it.

Graphi&al &omparison an# summary ies are aaila/le to support &ompensation planning.

he #ierse &on$iguration options aaila/le $or #isplaying #ata allo you to tailor all planninginter$a&es an# &ompensation plans to suit your in#ii#ual nee#s. <or more in$ormation3 see the

Con$iguration Gui#e $or the Compensation "or'set EC+F in the Settin! in t%e ,6(ect an'

#ata Provi'er for ECM  se&tion.

he manager responsi/le $or planning &an enter a note $or ea&h employee in hi&h he or she &anspe&i$y hy the employee shoul# re&eie a parti&ularly high /onus or no /onus at all. hemanager responsi/le $or the approal &an also enter a note $or ea&h employee an# spe&i$y thereasons $or reBe&ting a planne# &ompensation a#Bustment3 $or e1ample.

Mou &an integrate the Compensation Planning i7ie ith the Compensation Approali7ie &om.sap.p&t.h&m.e&mmain.approal.iu

Prere*uisiteso Mou must hae set up enterprise Compensation +anagement in SAP ECC. 5n parti&ular3

you must per$orm Customi;ing $or the planning an# a#ministration o$ &ompensationa#Bustments. <or more in$ormation3 see the 5mplementation Gui#e 5+GF $or the SAPECC &omponent Compensation +anagement un#er Planning an# A#ministration.

o Mou must hae set up 4rgani;ational +anagement in SAP ECC. <or more in$ormation3

see the 5mplementation Gui#e 5+GF $or the SAP ECC &omponent 4rgani;ational+anagement.

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SAP Best Practices (06) Con$iguration ESS * +SS

o Mou must hae set up the 4/Be&t an# Data Proi#er in SAP ECC. Mou &an $in# the

releant Customi;ing settings in the SAP >e$eren&e 5+G un#er 9nte!ration $it% ,t%erS"P Component Buine Packa!e / Gunctional Packa!e  Mana!er Self-Service ,6(ect an' #ata Provi'er . <or more in$ormation3 see the #o&umentation $or thereleant 5+G a&tiity3 an# un#er Settin! in t%e ,6(ect an' #ata Provi'er .

o Mou must hae pro&esse# the properties PCD parametersF $or the Compenation

Plannin!  an# Compenation "pproval  i7ies.

o 5$ you ant to implement a enterprise &ompensation pro&ess that is /ase# on or'$lo3

you must hae set up the or'$lo in SAP ECC. Mou &an $in# the releant Customi;ingsettings in the SAP >e$eren&e 5+G un#er 5ntegration ith ,t%er S"P Component Buine Packa!e / Gunctional Packa!e Mana!er Self-Service Compenation  Workflo$ for Compenation "'(utment. <or more in$ormation3 see the #o&umentation$or the 5+G a&tiity.

Proce,ure

he $olloing steps are ne&essary to arrange #ata $le1i/ly on the inter$a&e $or EnterpriseCompensation +anagement EC+F. <or ea&h in#ii#ual plan &ategory salary3 /onus3 ?5 planF3you &an store your on settings $or the Compensation Planning EC+F an# Compensation

 Approal EC+F i7ies. Mou &an also store your on settings $or ea&h &ompensation plan.

. 5n the 7L"PCLC4? Column De$initionF ie3 you #e$ine in#ii#ual &olumns.

5n the stan#ar# system e #elier arious &olumns $or more in$ormation3 see

Settin! in t%e ,6(ect an' #ata Provi'er 3 Deliere# Columns se&tionF. 5$ you ant toin&lu#e a##itional &olumns you must #e$ine $un&tion mo#ules that o/tain &ontent $or

these &olumns.

2. 5n this step you group your &olumns together in &olumn groups. 5n the 7L"PCLA>>AMPDe$inition o$ Column GroupF ie3 #e$ine the &olumn group. 5n the 7L"PCLAC4? PutColumns ogether in a Column GroupF ie3 a## the &olumns to this &olumn group.

he &olumn groups EC+SA?ADJ3 EC+%4(S3 an# EC+?5 are aaila/le asstan#ar#.

9. Mou #e$ine naigation types in the 7L"PCL(A De$ine (aigation ypesF ie. 5n this stepyou also #e$ine an ealuation path. he system uses the ealuation path to #etermine theo/Be&ts you ant to ma'e aaila/le to users $or sele&tion.

5n the stan#ar# system naigation type EC+(A7 is aaila/le.

:. Mou no #e$ine your onF ies $or the organi;ational stru&ture. <or this purpose3 the7L"PCL7 ie is aaila/le. Mou #e$ine hi&h ealuation path the system shoul# use to#etermine employees that hae /een #etermine# $rom o/Be&ts using the naigation type. 5na##ition3 you #e$ine the &olumn groups that shoul# /e use# in this ie.

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SAP Best Practices (06) Con$iguration ESS * +SS

he ies EC+SA?3 EC+%4(3 an# EC+?5 are aaila/le as stan#ar#

..2 1eport Configuration for MSS..2. Set p 1eport :aunc!pa, in HCM sste

se

o #isplay a list ith all aaila/le reports $or the manager you &an use the >eport ?aun&hpa#. 5nthis step you e1e&ute a program in the /a&'en# system to get the sample entries in thelaun&hpa#. Mou also e1e&ute a report to &onert the +SS stan#ar# reports in the ECC system tothe >eport ?aun&hpa#.

Mou &an insert reports in the >eport ?aun&hpa# $rom to sour&es3 $rom the +anagers Des'toponly ECC reportsF an# $rom %" mostly <5 >eportsF.

Prere*uisites

o Mou are logge# in the HC+ /a&'en# system.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP Eas Access Menu

#ransaction SE3

2. 5n the "B"P E'itor: 9nitial Screen enter the Pro!ram P?LP+R!,EE,R!ES an# &hoose

Execute.

9. 5n the *eport GPB?PW*9AEENA*9ES s&reen sele&t the MSS *eportin!  an# MSS $it%Gol'er options an# #esele&t the &he&'/o1 Aet *un.

:. Choose Execute. he sample entries are entere# in the >eport ?aun&hpa# in the portal.

=. ?og on to the portal ith 2er   ma'a(er1 an# &he&' i$ the sample entries are #isplaye#.

6. 5n the ECC system leae the transa&tion an# go /a&' to the SAP Easy A&&ess +enu.

. Enter transa&tion P+P##OM*,,OLPA  in the Comman'  $iel#.

8. 5n the *eport to convert M#A ta6le entrie to ?P" ta6le entrie s&reen3 enter the M#AScenario RP,0 an# #esele&t the Aet run &he&'/o1.

!. Choose Execute. he list in the ne1t s&reen shos the reports hi&h hae /een a##e# to the*eport ?aunc%pa' .

Do not $orget to sele&t MSS $it% Gol'er $or the GPB?PW*9AEENA*9ES  report.4therise you may get short #umps hile e#iting the report laun&hpa#3 /e&ause thereports &oming $rom the +anagers Des'top #o not hae $ol#ers.

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SAP Best Practices (06) Con$iguration ESS * +SS

..2.2 Configure 1eport :aunc!pa, in t!e HCM Sste

se

5n the HC+ %a&'en# you &an &on$igure the *eport ?aunc%pa'  in the ay that you #e$ine hi&hreports are #isplaye# $or the manager3 stru&ture them ith a $ol#er stru&ture an# #e$ine i$ the

manager himsel$ &an remoe or a## hi##en reports to the laun&hpa# in the portal.

Mou &an also a## #es&riptions to the reports.

Prere*uisites

Mou are logge# in the HC+ /a&'en# system.

Proce,ure

. 5n the SAP HC+ System &hoose)

SAP Eas Access Menu Not accei6le via menu

#ransaction @plau'/BpaC/ust

2. 5n the C%an!e Cutomiin! of ?aunc%pa' you shoul# see the $olloing aaila/le reports.hese reports hae /een inserte# /y #e$ault ith the reports you hae e1e&ute# in thepreious step. Mou &an no #e$ine hi&h o$ these reports you ant to ma'e aaila/le $or themanager an# &an #e&i#e# heather to a## $urther reports)

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SAP Best Practices (06) Con$iguration ESS * +SS

9. <or %est Pra&ti&es3 you shoul# put reports #ire&tly in the 9nactive "pplication $ol#er & heyare /y #e$ault hi##en in the appli&ation.

..2. Configuring 1eports in t!e B" Sste

se

5n a##ition to the stan#ar# reports re$eren&e# in the +SS /usiness pa&'age an# ren#ere#

through portal iies3 a##itional reports $or the manager are set up.

5n your SAP %5 system3 you must a&tiate ueries3 uery 7ies an# "e/ emplates to /e a/le to#isplay the reports in your >eports ?aun&hpa#.

his is not a &omplete &on$iguration. <or &omplete results3 tal' to your %5 &onsultant.

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SAP Best Practices (06) Con$iguration ESS * +SS

Prere*uisites

he %5 system is &onne&te# to the /a&'en# system. <or more in$ormation3 re$er to the B9Connectivity  /uil#ing /lo&' in S"P Bet Practice for Buine 9ntelli!ence on the SAP HelpPortal.

General settings in the %5 system hae /een &on$igure#. <or more in$ormation3 re$er to the

General Settings $or %5 5ntegration /uil#ing /lo&' in S"P Bet Practice for Buine 9ntelli!ence on the SAP Help Portal.

he $olloing 5n$oProi#ers hae /een a&tiate# an# #ata has /een uploa#e#. <or morein$ormation on a&tiating /usiness &ontent3 re$er to S"P Bet Practice for Buine 9ntelli!enceFreleae &.0  on the SAP Help Portal.

+aster #ata an# transa&tional #ata must /e loa#e# so that the Iueries ill #isplay #ata.

0CASLC0

0CASLC02

0CCALC

0CP>LC09 not in the s&ope o$ SAP %est Pra&ti&es $or %5

0<57LC0

0PALC0

0PAPDLC0

0PCALC0

0PLC0

0PML+C02 not in the s&ope o$ SAP %est Pra&ti&es $or %5

0"<DL+C0 not in the s&ope o$ SAP %est Pra&ti&es $or %5

<or in$ormation on %5 &on$iguration an# #ata uploa#3 re$er to S"P Bet Practice forBuine 9ntelli!ence an# per$orm the steps #es&ri/e# in the &on$iguration gui#es.he $olloing ta/le gies you an oerie o$ the releant s&enarios)

Scenario "nfoPro$i,er to <e acti$ate, an, fi%%e,

Cross-Appli&ation ime Sheet 0CASLC0

0CASLC02

Controlling Analysis 0CCALC

rael +anagement raelE1penses

0<57LC0

Pur&hasing Analysis 0PALC0Personnel Deelopment uali$i&ations

0PAPDLC0

Pro$it Center Analysis SAP %P $or%53 7.99F

0PCALC0

ime +anagement ime an# ?a/or 0PLC0

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SAP Best Practices (06) Con$iguration ESS * +SS

..2.. Acti$ating B3 ueries

Proce,ure

his a&tiity must /e per$orme# in the %" system.

. o a&tiate Buine Content: We6 Aemplate3 &hoose the $olloing naigation option)

SAP B" Menu Mo'elin! #ata Ware%ouin! Work6enc%: Buine Content 

#ransaction co,e RSOR?#,

2. 4n the "'minitrator Work6enc%: Buine Content  s&reen3 at the top o$ the right $rame3&hoose one o$ the $olloing options3 #epen#ing upon your reIuirements)

o roupin! ,nly Neceary ,6(ect

o roupin! 9n #ata Glo$ Before

o roupin! 9n #ata Glo$ "fter$ar'

o roupin! 9n #ata Glo$ Before an' "ftr$'

9. At the top o$ the right $rame3 &hoose Collection mo'e an# sele&t Collect automatically .

:. 5n the le$t $rame3 sele&t ,6(ect type.

=. 5n the mi##le $rame3 e1pan# Ruery element3 e1pan# Ruery  an# #ou/le-&li&' Select ,6(ect.

6. 5n the input help $or the Meta'ata #ialog /o13 sele&t the releant ueries see ta/le /eloF.

5$ te&hni&al names are not isi/le3 &hoose Aec%nical name on/ off  the Pule /uttonF.

. Choose Aranfer election.8. 5$ the Excee'e' runtime $%en collectin! o6(ect #ialog /o1 #isplays3 &hoose Continue.

!. At the top o$ the right $rame3 &hoose 9ntall  an# sele&t 9ntall in Back!roun' .

0. 5$ the Mer!e 9nfo,6(ect s&reen #isplays3 &hoose Aranfer all $it%out 'ialo! .

. A monitor se&tion #isplays. Choose Back .

1e%e$ant ueries

uer (tec!nica% nae)

0PALC0L00

0PALC0L009

0PALC0L00:

0PLC0L00L702

0PML+C02L00

0PLC0L002

0PML+C02L002

0CCALCL0082

, SAP AG Page = o$ =:

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SAP Best Practices (06) Con$iguration ESS * +SS

0CCALCL008

0CP>LC09L0009

0"<DL+C0L000

0P?LCP>LC09L0009

0"<DLC02L000

..2..2 Acti$ating uer Vie+s

Proce,ure

his a&tiity must /e per$orme# in the %" system.

. o a&tiate %usiness Content) uery 7ies3 &hoose the $olloing naigation option)

SAP B" Menu Mo'elin! #ata Ware%ouin! Work6enc%: Buine Content 

#ransaction co,e RSOR?#,

2. 4n the "'minitrator Work6enc%: Buine Content  s&reen3 at the top o$ the right $rame3&hoose one o$ the $olloing options3 #epen#ing upon your reIuirements)

o roupin! ,nly Neceary ,6(ect

o roupin! 9n #ata Glo$ Before

o roupin! 9n #ata Glo$ "fter$ar'

o roupin! 9n #ata Glo$ Before an' "ftr$'

9. At the top o$ the right $rame3 &hoose Collection mo'e an# sele&t Collect automatically .

:. 5n the le$t $rame3 sele&t ,6(ect type.

=. 5n the mi##le $rame3 e1pan# Ruery =ie$  an# #ou/le-&li&' Select ,6(ect.

6. 5n the input help $or the Meta'ata #ialog /o13 sele&t the releant ueries 7ies see ta/le/eloF)

5$ te&hni&al names are not isi/le3 &hoose e&hni&al names on* o$$ the Pu;;le/uttonF.

. Choose Aranfer election.

8. 5$ the Excee'e' runtime $%en collectin! o6(ect #ialog /o1 #isplays3 &hoose Continue.

!. At the top o$ the right $rame3 &hoose 9ntall  an# sele&t 9ntall in Back!roun' .

0. 5$ the Mer!e 9nfo,6(ect s&reen #isplays3 &hoose Aranfer all $it%out 'ialo! .

. A monitor se&tion #isplays. Choose Back .

1e%e$ant uer Vie+s'

uer Vie+ (tec!nica% nae)

0PALC0L009L702

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SAP Best Practices (06) Con$iguration ESS * +SS

0PALC0L00:L702

0PLC0L00L702

0PLC0L00L702

0PLC0L002L702

0PML+C02L002L702

0"<DLC02L0002L70

0"<DLC02L000L70

..2.. Acti$ate 3e< #ep%ates in B" sste

se

5n your %5 /a&'en# you must a&tiate the $olloing "e/ emplates to /e a/le to #isplay thereports in your >eports ?aun&hpa#.

Prere*uisites

he %5 system is &onne&te# to the portal. his a&tiity has to /e &arrie# out in the %5 system. he"e/ emplates mentione# here are /ase# on the 5n$oCu/es you may hae a&tiate# in theprereIuisites %5 %uil#ing %lo&'s.

Proce,ure

. o a&tiate %usiness Content) "e/ emplates3 &hoose)

SAP Menu Mo'elin! "'minitrator Work6enc%: Buine Content 

#ransaction co,e RSOR?#,

2. 4n the "'minitrator Work6enc%: Buine Content  s&reen3 at the top o$ the right $rame3&hoose Grouping an# sele&t 4nly (e&essary 4/Be&ts.

9. At the top o$ the right $rame3 sele&t Collection Mo'e an# &hoose Collect "utomatically .

:. 5n the le$t $rame3 &hoose ,6(ect Aype.

=. 5n the mi##le $rame3 e1pan# "e/ emplate <ormat SAP %" 9.1F an# #ou/le-&li&' Select,6(ect.

6. 5n the 9nput %elp for Meta'ata #ialog /o13 sele&t the $olloing "e/ emplates)

5$ te&hni&al names are not isi/le &hoose Aec%nical name on/off  the pu;;le i&onF.

i$ie+ 3e< #ep%ate Nae

Hea#&ount 0P?SL0PALC0L00L702LC

Hea#&ount <E 0P?SL0PALC0L00L70LC

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SAP Best Practices (06) Con$iguration ESS * +SS

Cost Center - Costing %lo&'s 0P?5L0CCALCL008

%u#get Consumption 4erie 0P?L+SSLP?A((5(G

Entries 0P?SL0PALC0L009L702LC

?eaers 0P?SL0PALC0L00:L702LC

5llness >ate 0P?SL0PLC0L00L702LC

5llness Costs 0P?SL0PML+C02L00L702LC

4ertime >ate 0P?SL0PLC0L002L702LC

4ertime Costs 0P?SL0PML+C02L002L702LC

>esult /y Pro$it Center an# +anager 0P?5L0PCALC0L0029R0P?5L0PCALC0L002

Cost Centers) Cost %lo&'s 0P?5L0CCALCL0082

Cost Centers) 4perating E1penses 0P?L+SSLP?A(LAC

Cost Centers) Planning Data 0P?L+SSL4>DE>S

uali$i&ations 0"<DL+C0L000L70

5nternal 4r#er Create# in &ProBe&tsF)4erall*A&tual*Commit

0P?LCP>LC09L0009L70

+aster template 5CP 0P?L%APL+ASE>

+SS Cost Center) Planning 0P?L+SSLP?A((5(G

+SS 4r#ers 0P?L+SSL4>DE>S

. Also3 some general templates nee# to /e a&tiate#)

3e< #ep%ate Nae

0P?L%APL+ASE>

0P?L%APL+E(%A>LA??

0P?L%APL%+E(%A>LA??

8. Choose Aranfer  Selection&

!. 5$ the Excee'e' runtime $%en collectin! o6(ect #ialog /o1 #isplays3 &hoose Continue.

0. At the top o$ the right $rame3 &hoose 9ntall  an# sele&t 9ntall  in Back!roun' .

. 5$ the s&reen Mer!e 9nfo,6(ect appears3 &hoose Aranfer all $it%out 'ialo! .

2. A monitor se&tion appears. Choose Back .