OM PA Presentation

7/31/2019 OM PA Presentation

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Organizational Management andIntegration

The most important adage and the only adage is, the customer comes first, whatever thebusiness, the customer comes first -Kerry Stokes

Presented by Divyasri G


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OVERVIEW OF THE TOPICS COVERED

Aim To understand the process flow

for the Sub ModuleOrganizational Managementand map the business scenarios

as per the Clients Requirement.


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Benefits Maintenance of the organizational structure,

Forecast of Manpower requirements,Realigning responsibilities, Introducing New

jobs.

Streamlining Business processes andmaintaining reports timely and accurately.

Maintenance of Master data for the client.

Maintenance of reports like OrganizationalPlan, Hierarchical Structures in theorganization , Employees position andplacement in the company .


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SAP Applications Required

SAP Enhancement package 4 for SAP ERP6.0 and above.

Target Audience SAP Functional Consultants Process Owners Senior Managers


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ORGANIZATIONALMANAGEMENTIntroduction, Configuration and Reports


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WHAT IS ORGANIZATIONALMANAGEMENT?

Organizational Management is a subModule of SAP HCM which enables theorganization to

Depict the organizational and reportingStructure and the current Organizationalplan

Analyze the current Organizational plan Create additional organizational plan Create effective workflow management


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ORGANIZATIONALPLAN

Organizational plan depicts the functional,organizational and reporting structurebetween the positions in an enterprise.

StructureAn organizational plan is made up of several

separate hierarchies and catalogs that arerelated to one another.


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The following are the hierarchies and catalogs

(elements)

An Organizational Structure

Staff Assignments Reporting Structure

A job Index

A work center plan

A task catalog


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AN OVERVIEW OF AN ORGANIZATIONAL PLAN IN AN ENTERPRISE


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CHARACTERISTICS OF AN OBJECT

An Object comprises of

A short and long description

An 8 digit ID number A relationship which defines the link

between the object and other object

Specific object characteristics A validity period and a time constraint A status indicator


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INFOTYPESUSED IN ORGANIZATIONALMANAGEMENT

The Infotypes in organizational Management start from1000 and have the range 1000-1999.

Other than relationships defined to an object, we also maintainthe object characteristics and information in Info types


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There are a list of Infotypes maintained for eachobject.

i.e. For the object Organizational Unit the info typesmaintained are

1. Object (1000)2. Relationship (1001)3. Description (1002)4. Account Assignment (1008) and Various Other

Infotypes

The following Table has the list of Info types thatmaintained for each object.


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PLANVERSIONS Path Description

Easy AccessMenu

IMG Personnel Management Global Settings in PersonnelManagement Plan Version Maintenance Maintain PlanVersions

TransactionCode

SM30 T778P


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Path Description

Easy AccessMenu

IMG Personnel Management Global Settings in PersonnelManagement Plan Version Maintenance Set Active PlanVersion

TransactionCode

SM30 T77S0SC


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MAINTAININGNUMBER RANGES Path Description

Easy AccessMenu

IMG Personnel Management Global Settings in PersonnelManagement Plan Version Maintenance Maintain PlanVersions

TransactionCode

SM30 T778P


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STRUCTURESIN OM

An organization consists of Organizational units,Positions, Persons, Etc. Creation Of thesestructures are not restricted to only certain

requirements. The objects and the relationshipsare used by the Structure in a certain way definedby Evaluation Path.

Using Objects, Relationships, and evaluation pathswe can create a lot of structures .


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EVALUATION PATH TCODE OOAW


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An evaluation path allows you to focus inquiries/reports onobjects which are affected by certain relationships.

We can select an Evaluation Path and maintain its propertiesor create an evaluation path starting with Z.

E.g. : Evaluation Path - PLSTE (Position overview alongorganizational structure)

Position overview along organizational structureThis evaluation path provides an overview of positionassignments. It uses an organizational unit as its startingpoint, and reads the underlying structure. Relationshipsbetween positions are taken into account.

P.S. The important structures required for Reporting are givenlater.


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INTERFACESUSED TO CREATEORGANIZATIONALSTRUCTURE

There are three methods which could be usedcreating the organizational Structure.

They are Organization and Staffing Mode Expert Mode

Simple Maintenance


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ORGANIZATIONAL AND STAFFINGMODE

The Organizational and staffing mode presentsyou with a compact view of the organizationalplan . Through this interface we can

1. Search2. Select

3. Display/Modify Structures4. Display/Modify Objects


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SEARCH

SELECTION

OVERVIEW

DESCRIPTION


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STRUCTURECREATION UNDER ORGANIZATIONAL AND STAFFINGMODE

Path Description

Easy AccessMenu

User menu Human Resources OrganizationalManagement Organizational Plan Organization andStaffing Create

TransactionCode

PPOCE

The above path/Transaction allows you to create anew root Organizational unit. In the transactionPPOCE, we create the root Organizational unit and tocreate the subordinate units we use the TransactionCode PPOME


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Creating the RootOrg Unit


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Path Description

Easy Access

Menu

User menu Human Resources Organizational

Management Organizational Plan Organization andStaffing Maintain

TransactionCode

PPOME

The transaction PPOME is used in theorganization and staffing mode to modify/addadditional Organizational units or Positions to theexisting root organizational unit.The transaction PPOSE is used in the staffingmode to display the organizational units andstructure.


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When we select the organizational unit andselect create, the system would ask whether we

want to create an Organizational Unit or APosition

Based on the object to be created, we select thetype of relationship .


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DepartmentsCreated


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E.g. The previous slide consists of a screen shot with theOrganizational units created under the Root Organizational UnitDS Enterprise Pvt Ltd.

For the root Unit, We are creating a Position MD. For the same weselect the Org. Unit DS Ent and Select create. The System would askus what object is to be created as shown in the next slide.


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Here We create the position and Assign the chief position to it .

The Next slide gives us the various positions createdunder the departments Production, Operations andHR.


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Select the objectyou want to assignthe task and select

Create


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CREATING/M AINTAINING AN ORGANIZATIONALUNIT

TCODE - PO10


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In the previous slide when we select object and select create, the system opens thefollowing screen

In the above screen , we give the details of the object i.e. Planning Status (bydefault selected as Active), Validity of the object and other attributes likeAbbreviation, Name.( Here We have created An org. Unit DS Ent )

Once all the details are given, we save the entries. Once saved the Systemwould automatically take us to the Essential Relationships Screen.


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For this Example, the root Org. Unit is DS Ent . We do not make any entries andexit. Here we do not assign any entries as the subordinate organizational unit areyet to be created and the subsequent positions if any.


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For the Root Org. Unit DS Ent , We create the following Sub Units Visakhapatnam,Hyderabad and the departments Production, Operations and HR for each Sub Unit.Shown in the following slides are the relationships created between the Root Org.Unit DS Ent and the various Sub Org. Units,

Org. Unit (Location)Visakhapatnam createdas a sub unit for theRoot Org. Unit

Org. Unit (Location)

Visakhapatnamcreated as a sub unitfor the Root Org. Unit


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For the Root Org. Unit we have

created a position MD using theTransaction PO13(create/maintain Position)

Here we are defining thatthe Root Org. Unit ismanaged by The positionMD.


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D d f Th l i Vi kh


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Departments created for The location Visakhapatnam


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CREATING/M AINTAININGPOSITION

TCODE PO13


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In the above screen , we give the details of the object i.e. Planning Status (bydefault selected as Active), Validity of the object and other attributes likeAbbreviation, Name.( Here We have created the position MD )

Once all the details are given, we save the entries. Once saved the Systemwould automatically take us to the Essential Relationships Screen. We createthe subsequent relationships for this position Based on the requirement andthe Job of the position.


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Here we are assigning thisposition to the Org Unit DSEnt

Here we are defining the Jobfor the position created.

P.S. Apart from the above relationships, We have also created other relationships wherein MD is the linesupervisor of all the Heads of Departments


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For each Location i.e. Visakhapatnam and Hyderabad we have created the followingPositions.

For Visakhapatnam Location1. Production1

Production Head VPProduction Manager VPAsst Production Manager VP

2. Operations1

Operations Head VPOperations Manager VPAsst Operations Manager VP

3. HR1HR Manager VPAsst HR Manager VP

HR Executive VP

For Hyderabad Location1. Production

Production HeadProduction ManagerAsst Production Manager

2. Operations

Operations HeadOperations ManagerAsst Operations Manager

3. HRHR ManagerAsst HR Manager

HR Executive

P.S. The position Head of each department i.e. Production Head, HR Manager,Operations Head for both the locations report to the Position MD. All the otherpositions that is Mangers and Assistant for each department report to the respectivedepartment Heads. Please find the related screenshots attached in the next slide.


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For the Department Production1, the position Production Head has the followingrelationships maintained in the relationship infotype.


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CREATING/M AINTAININGJOB TCODE- PO03

In the previous slide when we select object and select create the system opens the


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In the above screen , we give the details of the object i.e. Planning Status (bydefault selected as Active), Validity of the object and other attributes likeAbbreviation, Name.( Here We have created the job Manager )

Once all the details are given, we save the entries. Once saved the Systemwould automatically take us to the Essential Relationships Screen. We createthe subsequent relationships for this Job.


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The Job Manager Has been assigned the following positions. The Jobdefines the type of work these Positions are assigned. Here theRelationship used is 007 (Described by).

The Next Slide gives us the Jobs created and the positions assigned tothem.


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STRUCTURECREATION UNDER SIMPLE MAINTENANCE

Path Description

Easy AccessMenu

User menu Human Resources OrganizationalManagement Expert Mode Simple Maintenance Create

TransactionCode

PPOC_OLD- Create

In this mode of creation for structure, The System follows branch wisecreation of organizational units and positions. The initial screen where weenter the root org. unit is as follows


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Here we create the Root Org. Unit DS Ent. To the same we are creating SubOrg. Units Visakhapatnam And Hyderabad.

Select the Org.Unit and select

create

A window would come up which would ask us to create the sub units asshown in the next slide


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The following are the Sub Units created under the Org. Unit DS Ent .


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CREATING/M AINTAININGPOSITION

For Creating A position under an Org. Unit (Here DS Ent), we should first

select staff assignment tab in the maintenance view.

The system would then respond and enables the position creation andassignment actions for this mode.


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Here in this screen we select the Org. Unit for which the Position has tobe created and then click on create position.

O l h i i h ld i h d il f


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Once we select the position, the system would prompt us to give the details forthe position created. The first Dialog box would ask us the type of job for theposition we are creating. We have a choice to select from the existing jobs or wego ahead and create the job required as per our requirement.

Here we create the job as per our requirement. After we create our job, then we

create the position and assign the validity for the Position created. Here The jobassignment is done to the position once the position is created.


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The following are the positions created for the Location Visakhapatnam for thedepartments Production1, Operations1 and HR1.


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ASSIGNING HOLDER/P ERSON TO THE POSITION

To assign a Person to the position created, we need to select the position andthen select the Assign Holder. The system would prompt us to enter the dataas to who would be the holder for the position.

Here we give in theEmp Personnel

Number

S S R E P


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STANDARD STRUCTUREREPORTS WITH EVALUATION PATH

1. Organizational Structure with Evaluation Path ORGEH (Org. Structure)

TCODE S_AHR_61016493

l


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Structure Display

S l G hi


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Structural Graphics


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Structure Display


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Structure Display

St t l G hi


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Structural Graphic

3. Organizational Structure with Evaluation Path O-O-S-P (Org. Structure with


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g ( gStaff Assignments)

TCODE- S_AHR_61016528


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Structure Display


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3. Organizational Structure with Evaluation Path PERS-O(Org. Structure with


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Persons)


Structure Display


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Structure Display


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Structural Graphics

4. Reporting Structure with Evaluation Path ORGA (Reporting Structure without


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Persons)


St t Di l


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Structure Display


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5. Reporting Structure with Evaluation Path ORGA-P (Reporting Structure


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without Persons)

TCODE-S_AHR_61016513

Structure Display


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p y


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Structure Display


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p y

S l G hi


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Structural Graphics


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INTEGRATION


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THANK YOU

OM PA Presentation

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