06 1 organizational structure

SAP Workflow Course

Section 6-1: Organizational Structure November, 2001

SAP Workflow Course – Section 06-1: Organizational Structure 2

Organizational Structure

Contents:

• Organizational Management

• HR Set Up

• Simple Maintenance

• Positions


Organizational Structure: Unit Objectives

At the conclusion of this unit, you will be able to:

• Set up an Organization Plan

• Connect the Organization Plan to a workflow


Organizational Structure: Business Scenario

• You have explored the functionality of a SAP workflow

• You must look for options on how to relate each step to your organization

• HR has created a current organizational structure of your company

• You must build the connection from this organizational structure to your workflow


Organizational Plan

• Newspaper Example for SAP HR Terminology

Smith consulting companyhas 3 openings for SAP-FI consultants with AR exp. in- Credit Management- Cash Application

Anchorage Times, Job Market

Task-List- Credit Management- Cash Application- Invoice Verification- ...

“Job”

“Positions” to be filled

Skill-Set Activities

Smith Consulting Company Sales department in Hawaii FI department in Anchorage Supervisor position Holder: Heinz AR consultant position one AR consultant position two AR consultant position three

AR-job


Integration of Organizational Management

• Integration of organizational management

– Task distribution according to responsibility :Linking tasks with possible agents on description level oriented to “jobs”

– Dynamic task distribution at runtime :Determination of recipients based on information from the context of the workflow and the objects processed

– Active determination of the “correct” recipients and providing them with the information required

• High degree of transparency of businessprocesses and their responsibilities


Engineering Change Workflow

“Engineering Change Management”Eng.ChangeEng.ChangeOpenOpen

Tas

ks

Eng. Change Request Eng. Change Order

Feasibility check

Feasibility check

Check feasibilityof whole

Check feasibilityof whole

ReleasechangeReleasechange

Send changeto do

Send changeto do

CheckchangeCheckchange

ElectricalchangesElectricalchanges

Determineobjects

Determineobjects

Eve

nts

Ob

ject

s

Template

Org

aniz

atio

n

Product Product ManagerManager

ProfitProfitCtr MgrCtr Mgr

ProjectProjectManagerManager

Electr.Electr.EngineerEngineer

QualityQualityManagerManager

Electr.Electr.EngineerEngineer

Marketing Marketing ManagerManager


Example for an Organizational Chart

company structure FI-department AP-unit positions AR-unit positions Controlling department District A positions District B positions …..

Special Unit for thePurchase requisitionBusiness Process

Position for Controller of Plant B

Position for Controller of Plant A

Special Unit for the Accounts PayableBusiness Process

Position for Approverin company I

Position for Approverin company II


Use of Organizational Management

Illness

GroupGroup

SpecialTasks

New

Vacation

Retired• Workflow refers to the current organization

• Automatic routing adjustments are made for employee changes or reassignments

• High flexibility with regard to organizational changes


Essential HR Set Up for Workflow

In Organizational Management, Simple Maintenance enables you

to quickly create your initial organizational plan:

User

Position

Org. Unit

• Create only the basic objects and their relationships


Features of Simple Maintenance

3 main functions Views

Organization

and Staffing

(Workflow)

Organization

and Staffing

(Workflow)

SAP BusinessWorkflow usersSAP BusinessWorkflow users

Organization and Staffing (Workflow) Create

Create Organizational UnitCreate Position

Tasks

Tasks

Organization

and Staffing

Organization

and Staffing

Humanresource users

Humanresource users


Creating an Organizational Plan in Simple Maintenance (Release 4.6C)

Tasks: Word Processing, SchedulingMeetings, Answering Phones

February February 1, 1996

Mr. Bob SimmonsGeneral Tech IncorporatedLos Angeles, CA 56167

Dear Mr. Simmons:

We have recently scheduled a training meeting to develop course material for next year. Please compile a list of possible topics by February 15th. I will be creating a priority listing for these

Step 1:Create the rootorganizational unit

Step 3: Createpositions

AdministrativeAssistantAdministrativeAssistant

Step 4: CreatejobsStep 4: Createjobs Administrative

Assistant,Sales Mexico

AdministrativeAssistant,Sales Mexico

Step 6: Assign holders

Step 5: Assigntasks

ManufacturingManufacturing Mexico Sales RegionMexico Sales RegionExecutive BoardExecutive Board

Step 2: Create additionalorganizational unitsStep 2: Create additionalorganizational units

Lisa ThompsonLisa Thompson


Creating an Organizational Plan in Simple Maintenance (earlier release)

Tasks: Word Processing, SchedulingMeetings, Answering Phones

February February 1, 1996

Mr. Bob SimmonsGeneral Tech IncorporatedLos Angeles, CA 56167

Dear Mr. Simmons:

We have recently scheduled a training meeting to develop course material for next year. Please compile a list of possible topics by February 15th. I will be creating a priority listing for these



Step 3: Createjobs Administrative

AssistantAdministrativeAssistant

Step 4: CreatepositionsAdministrative

Assistant,Sales Mexico

AdministrativeAssistant,Sales Mexico

Step 6: Assign holdersStep 6: Assign holders

Step 5: AssigntasksStep 5: Assigntasks

ManufacturingManufacturing Mexico Sales RegionMexico Sales RegionExecutive BoardExecutive Board

Step 2: Create additionalorganizational units

Lisa ThompsonLisa Thompson


Navigation Overview

Search AreaLocate objects

Selection Area

Select objects

Detail Area Display / maintain object

characteristics

Overview AreaDisplay / maintain object environment (structures)

Menu: Settings and commands


Search Area

Use the search area to locate objects.

Search also via relationships with other objects and store results as ‘favorite’ variants.

Look for objects


Selection Area

Results of search appear here for selection.

Double-click desired object to bring it into Overview Area.

Results


Overview Area

See overview in either list mode or as a tree structure.

Double-click to reach further object characteristics in Detail Area.

In the Overview area you can switch between the oganizational structure and the staffing plan of one organizational unit.

See the “big picture”


Detail Area

Characteristics of the object in Overview Area can be maintained here.

Tab strips identify and group similar data.

Basic Data


Undo

Undo changes by choosing

Redo changes by choosing

Changes made in the Organization and Staffing Interface can be UN-DONE and RE-DONE provided the work has not yet been saved.


Positions

Job: SupervisorJob: Supervisor

Position:Supervisor - West Region

Position:Supervisor - East Region

Position: Supervisor - Europe

Task: Approve Vacation Request • Positions are specific to your

organization.

• Multiple positions may perform similar job tasks.

• Each position typically represents one employee, but may be partially filled by more than one.


Release 4.6B: Creating a Position (1)

ICON ‚Go to‘ Choose ‚Staff assignments‘ (structure)


Release 4.6B: Creating a New Position (2)

Choose ‚Create‘and from the popup ‚choose link‘double click the line ‚Incorporates Position‘ --> create the new position


Release 4.6B: Creating a New Job (1)

SelectTaskassignment(secondchoice)


Release 4.6B: Creating a Job (2)

Choose ‚Create‘and from the popup ‚choose link‘double click the line ‚Is described by Job‘ --> create the new job


Release 4.6B: Creating a Job (3)


Release 4.6B: Assigning a User (1)

Select the org. unit and choose icon ‚go to‘, choose ‚staff assignment structure‘


Release 4.6B: Assigning a User (2)

Drag&Drop


Task Profile

Job for secretary

user-1user-1

user-3user-3

user-2user-2

Organizational unit: FI departmentOrganizational unit: FI department

Manager-Job

Position: FI dept. head

Position: FI administrator-1

Position: secretary

user-4

Position: FI administrator-2

Job for FI- clerk

Task: 4

Tasks:4, 6

Tasks:2, 5

Task: 3Tasks:1, 2


Organizational Structure: Unit Summary

• Integration of organizational Management into SAP Business Workflow

• Transparency of business processes and their responsibilities

• Dynamic task distribution at runtime

• High flexibility with regard to organizational changes

SAP Workflow Course

PwC ConsultingTM refers to the management consulting services businesses of the member firms of the worldwide PricewaterhouseCoopers organisation.

2001 PricewaterhouseCoopers. All rights reserved.

06 1 organizational structure

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