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HCM 1: Model Organizational Structure

Exercise Model GBIs organizational structure. Time 10 min

Task Sketch an organizational structure including four hierarchy levels for the organizational units described in the GBI scenario and integrate a new security unit into the Administration department of this organizational structure. GBIs headquarters are located in Dallas and GBI is registered as a US company. GBI also operates a subsidiary company, Global Bike Germany GmbH which is based in Heidelberg. A new security department should be set up and integrated into the existing organizational structure of GBI US. The new department obtains its offices at the groups headquarters in Dallas and belongs to the Administration and Financials department. Have a look at GBIs company story in order to complete the exercise.

Global Bike Group

Global Bike US

Global Bike Germany

Marketing & Sales

Operations Aministration & Financials

Administration Financials

Security

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HCM 2: Organizational Structure in SAP

Exercise SAP ERP organizational structure. Time 10 min

Task Which data objects can be used in the HR organizational structure in SAP ERP 6.04?

In SAP HCM, an organizational structure consists of three different levels to which specific elements are assigned.

1.The Enterprise Structure

The enterprise structure consists of the following elements:

Client

Company Code

Personnel Area

Personnel Subarea

2. The Personnel Structure

The personnel structure is defined by:

Employee Group

Employee Subgroup

3. The Organizational Plan

The organizational plan contains the following objects:

Jobs

Positions

Persons

Cost Center

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HCM 3: Personnel Master Record

Exercise Personnel master record. Time 5 min

Task Which data is generally required for a personnel master record in a company?

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HCM 4: Display Organizational Plan

Exercise Display the organizational plan of the Global Bike Group. Time 10 min

Task Use the SAP Easy Access Menu to review the organizational plan of the Global Bike Group.

The Organizational Structure is composed by the Enterprise Structure, the Personnel Structure, and the Organizational Plan. Before the employees personnel master data can be entered an organizational structure needs to be defined. Employees are integrated in this structure. The Enterprise Structure represents formal and financial structures in a company and is basically composed by the company code, the personnel area, and the personnel subarea. The Personnel Structure displays the relationship between employees and assigns them to certain employee groups and subgroups. The structural and personnel company model is illustrated in the Organizational Plan.

Organizational

structure

Enterprise structure

Personnel structure

Organizational plan

In order to review the organizational plan, follow the SAP Easy Access menu path:

Human Resources Organizational Management Organizational Plan Organization and Staffing Display

Menu path

To display the organizational plan, search for the Global Bike group in the window Find by on the left side of the screen. There, choose Organizational unit and Search Term.

Organizational unit Search Term

In the following screen, in the With name entry field enter search term Global Bike Group and press . The search result should be displayed in the hit list on the left side of the screen.

The organizational units chief is the Co-CEO. If you do not see the Chief column, please click on and activate check box Chief.

Global Bike Group

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After double-clicking on this unit the organizational plan is displayed in the structural view on the right side of the screen.

In order to view all departments and positions within the Global Bike group expand the organizational plan by clicking on (Expand node).

Organizational units are represented by icons, while positions are displayed as or as in case of the head of the department. Persons that staff regular positions are represented by the icon.

With the help of this information, please answer the following questions:

How many positions are planned for the organizational unit Sales Area US West?

Does the Software department have a head of department?

In the organizational plan, go to Global Bike US Administration and Financials and double-click on the Financials Department.

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On the bottom of the screen, details for the Organizational unit Financials are displayed. Have a look at all tabs and find out:

Assigned company code:

Validity period:

City:

Double-click on the position Accounts Payable Specialist in order to display her details on the bottom of the screen. Find out the following information:

Validity period:

Is it a head position?

Click on the exit icon to return to the SAP Easy Access screen.

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HCM 5: Create Personnel Master Record

Exercise Create a personnel master record. Time 10 min

Task Use the SAP Easy Access Menu to create a personnel master data record of a person working in the Global Bike Group.

In order to create the personnel master record, follow the SAP Easy Access menu path:

Human Resources Personnel Management Administration HR Master Data Personnel Actions

Menu path

Please enter the 1st of January of the current year as start date. Then, select action Org.management (mini master) from the corrective actions and enter Personnel area DL00, Employee group 1, and Employee subgroup U4. Then, highlight the action and click on (Execute).

Jan 1 of current year

Org.mgmt. (mini master)

DL00

1 U4

In the Create Actions screen, find the position Sales Manager with the F4 help and the Structure Search. Follow the path Global Bike Group Global Bike US Administration and Financials Financials Accounting Chief Accountant, highlight the position and continue with .

Sales Manager

Then, press Enter to continue and save your data with .

You will be taken to the Create Personal Data screen. Enter a name and a date of birth for your manager. For Social Security Number (SSN), choose a nine-digit number of your choice. Then, press Enter to confirm your entries. The screen with all data should look like shown in the following screen.

Name

Birth date 9-digit number

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Then, save your data. You will automatically be taken to the next infotype. Write down the Personnel Number of your employee.

Personnel number

In the Organizational Assignment infotype, define FI00 as subarea. Save your data and choose YES to confirm the selection of your positions vacancy.

FI00 Yes

In the next infotype Create Basic Pay, enter PS Group SALES and press Enter. Save your data with .

SALES

Click on the exit icon to return to the SAP Easy Access screen.

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HCM 6: Display Personnel Master Record

Exercise Display a personnel master record. Time 10 min

Task Use the SAP Easy Access Menu to review a personnel master record of a person working in the Global Bike Group.

In order to display a personnel master record, follow the SAP Easy Access menu path:

Human Resources Personnel Management Administration HR Master Data Display

Menu path

You should see the Display HR Master Data screen. Type in the personnel number you have written down in the previous task and press Enter. The system displays general organizational data of the employee and all infotypes. Infotypes for which data is maintained are marked with .

Personnel number

Then, highlight the Organizational Assignment infotype and press Display.

Organizational Assignment

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In the Display Organizational Assignment screen, please find out the following information:

Subarea the person belongs to:

Position the person fills:

With the help of the F1 help find out the definition of an Employee Group:

F1

Click on the back icon to leave the organizational assignment screen and go back to the HR Master Data.

Then, highlight the Personal Data infotype and press Display. In the Display Personal Data screen, find out the following information:

Name of the employee:

SSN:

Date of Birth:

Click on the exit icon to return to the SAP Easy Access screen.