creating an organizational structure - sap hr collections · pdf filecreating an...
TRANSCRIPT
Creating an Organizational Structure Before we go ahead and create an Organizational Structure, let’s have a quick look at the terminology used in the organization structure.
Structures in SAP HCM
1. Organizational structure. 2. Enterprise structure.
3. Personnel structure
Pay scale structure Applicant structure Wage type structure
1. Organizational structure: It contains organizational objects /elements. These are called building
elements.
Organizational objects / elements are:
Organizational objects Org. key Organizational unit O
Job C Position S Person P
Cost center K Task T
Task group Ts
If we create any organizational object, System will assign a eight digit numeric number, which is called unique Number.
1. Organizational Unit: Represents a functional unit in your enterprise, Human Resources department, for example. According to how tasks are divided up within an enterprise, this could be a department, group or project team, plant, for example. Organizational units differ from other units in an enterprise such as personnel areas, company codes, business areas etc. These are used to depict structures (administration or accounting, for example) in the corresponding components.
Kinds of organizational units
A). Main Organizational unit / Root organizational unit: Whatever the organization we create for the first time is called Main organizational unit.
B). Sub organizational unit: Under Main org. unit whatever we create is called sub org.units.
2. Job: Jobs, in contrast, are classifications of functions in an enterprise (administrator, for example), which are defined by the assignment of characteristics. Jobs serve as job descriptions that apply to several positions with similar tasks or characteristics.
Jobs are used as templates to create Positions that means to say without a job we can’t create a position.
Example:
Manager Engineer Consultant Designer Administrator
3. Position: Represents a post that can be occupied by a person (employee) in the staff assignments of an organizational unit, purchasing administrator, for example. Positions differ from jobs. A job is not concrete but rather the basis for the creation of various positions with similar tasks and characteristics. . Positions are created based on jobs; it means to say without a job we can’t create a Position.
Job Position Manager HR manager
Marketing manager
Finance manager
Plant manager
Engineer Production engineer Site engineer
Software engineer
Consultant SAP HR consultant FI/CO consultant
SD consultant
Designer Software designer Web designer
1. Person: An individual, who is listed as an employee in Personnel Administration. A position can be occupied partially, hundred percentage.
2. Task: It is a collection of duties and responsibilities. Tasks are assigned to jobs and positions.
“Activity which is performed within an organizational unit”
1. Task group: It is a group of tasks which can be assigned either a job or a position.
* HOW TO CUSTOMIZE ORGANIZATIONAL STRUCTURE*
Organizational structure can be created in three procedures.
1. Simple Maintenance 2. Expert Mode / Detailed Maintenance 3. Organization and Staffing
Comment: If we create organizational Structure in any procedure, the same structure reflects in other two procedures.
If we create organizational structure in Simple maintenance and Organization and Staffing the relationship between the objects are assigned by the system. Where as in detailed Maintenance the user has to assign the relationship code.
The relationship between two objects is expressed in three digit numeric characters.
Each and every relation can be expressed in two ways.
1. Top down which is indicated with B
2. Bottom up which is indicated with A
For example:
TATA group of business---Btop down.
TATA mobiles business-- -Abottom up
In the above Organizational units i.e. BTATA group of business shows its relationship towards A i.e. TATA mobiles, in the same way A i.e. TATA mobiles shows its relationship towards B i.e. TATA group of business. That means to say TATA mobiles reports to TATA group of business / TATA group of business is the line supervisor of TATA mobiles.
So we come to know that the lower level organizational object is A
So we come to know that the higher-level organizational object is B
The relationship codes can be seen through transaction code “OOVK” table name is T778V
The relationship codes:
Relationship code Relationship bottom up Relationship top down
Indicates with A Indicates with B
*
001 Is a subdivision of Is subdivided into
002 Reports (line) to Is line supervisor of
003 Belongs to Incorporates
004 Is subordinate to (disc.) Is disc.supervisor of
005 Is subordinate to Is supervisor of
006 Substitutes for Is substituted by
007 Describes Is described by
008 Holder Holder
009 Successor Successor
010 Substitute Substitute 011 Cost center assignment Cost center assignment
012 Manages... Is managed by...
013 Staffing requirement Staffing requirement
014 Cost distribution Cost distribution
015 Is identical to Is identical to
017 Is carried out by Carries out 018 Previous org. assignment Previous org. assignment
019 Planned org. change Planned org. change
020 Is a specialization of Is a generalization of
021 Is equipped with Is contained in
022 Requires Is required by
023 Reserves Is reserved by
024 Takes place in Is location of
025 Is attended by Takes part in
026 Is held by Is the instructor for
027 Has a prebooking for Is prebooked for
028 Imparts Is imparted by
029 Presupposes Is presupposed by
030 Is a specialization of Is a generalization of
031 Requires Is required by
032 Fulfils Is fulfilled by
033 Is planned for Can attend 034 Was attended by Attended events of type
035 Is previous job of Is subsequent job of
036 Is organized by Organizes 037 Designated as successor Designated as successor
038 Has potential for Is a potential of
039 Supplies Is supplied by
040 Was cancelled by Has cancelled
041 Is an equivalent job Is an equivalent job 042 Interests and preferences Interests and preferences
043 Dislikes Is dislike of
044 Consists Of Is part of
045 Created Was created by
046 receives Was created for
047 Contains Is an element of
048 Application by Application for
049 Is developed by Develops
050 Assesses Is assessed by
051 Is a session of Is main event of
052 Attends session Is attended by
053 Still requires Is still required by
054 Uses (for attendee) Is used by (attendee) 055 Uses (for bus. event) Is used by (bus. event) 056 Person has cost center Persons on cost center 057 Has attendee apprsl model Is at'ee apprsl model for 058 Has event apprsl model Is event apprsl model for
059 Employee pool Employee pool
060 Capacity assignment Person assignment
061 Equals Equals 062 Requirement description Requirement description
063 Requires Defines demand for 064 Requirements definition Requirements definition
065 Planned assignment Planned assignment 066 Reserve pool assignment Reserve pool assignment
067 Exclusive
temp.assignment Exclusive temp.assignment
068 No shift planning No shift planning 069 Is temporarily done by Works temporarily as 070 Responsible for cost plan Responsible for cost plan 071 Parallel temp.assignment Parallel temp.assignment
072 Shift planning by Shift planner for
077 Passes through Is passed through by 080 Assigned to exposure grp Exposure group contains
081 Higher duty holder Higher duty holder 083 Is Key Position of Incorporates Key Position 088 Dotted Line Reports to Dotted Line Supervises
089 Dotted Line Reports to Dotted Line Includes
090 Is responsibility of Is responsible for 101 Country reassgmt to Country reassgmt from
108 Is assigned to Is assigned to
200 Replaces Is replaced by
201 Assigned role Role incorporates
202 Notification agent Notification agent
204 Possible roles Possible roles
207 Is identical to Is identical to
208 Is identical to Is identical to
209 Is filled by Has employment contract 210 Substitutes with profile Substitutes with profile
220 Belongs to has
221 Is object reference of Contains objects 222 Belongs organizationally Incorporates SAP objects 223 Is assigned (valid.per) Incorporates(for valid.) 224 Is object type of Is container instance of
225 Is event of Has event
226 Is method of Has method
227 Triggers Is triggered by
228 Terminates Is terminated by
230 Is part of Contains
231 Assignment exists Assignment exists
232 Has element Is an element of
240 Existence depends on Defines
250 Is responsible for Is responsibility of
262 Reports to Is superior of 263 Belongs (not uniquely) to Incorporates (not unique) 264 Belongs (uniquely) to Incorporates (uniquely)
280 Belongs to system Uses function
281 Belongs to function Has combination
282 Is an element of Has object
283 Sends message Receives message
290 Has administrator Is adminstrator for
291 Partner agreement Partner agreement 292 Maintains brokers Brokers are maintained 293 Has user for commissions Is user for commissions
299 Is supported by... Supported
300 Is financed by... Finances...
301 Increases Is increased by
310 Is responsible for Is responsibility of
311 Substitutes for Is substituted by 312 Belongs to (reclassif.) Incorporates (re-valuatn)
313 Reclassified from Reclassified into
314 Is to be financed by Is earmarked for 315 Responsible for Financing Responsible for Financing
400 Is child of Is parent of
401 Is assigned Is assigned
601 Represents Is Represented By
605 Is an Element Of Includes Element 606 Is attribute ref. for Refers to attributes of 607 Is described by Descriptive element of
620 Is assigned Is assigned
700 Is responsible for Is responsibility of
701 Is assigned Is assigned
710 Fulfils Is fulfilled by
711 Requires Is required by
712 Imparts Is imparted by 750 Vacant position in Incorporates vacant pos.
751 Is responsibility of Is responsible for
752 Fills Will be filled by
753 Publishes Published by
754 Publishes in Publishes
755 Application by Application for 756 Has applicant Applied for position in 900 Manager to manager Manager under manager 903 Belongs to (alternative) Incorporates(alternative) 962 Reports to (alternative) Is superior (alternative) 963 Belongs to (preferred) Incorporates (preferred)
Simple maintenance:
How to create organizational structure in Simple maintenance?
PathSAP easy accesshuman resourcesOrganizational managementExpert mode Simple Maintenance
Text Transaction code
Create
PPOC_OLD
Change
PPOM_OLD
Display PPOS_OLD
Enter “PPOC_OLD” in the command field “Or” Go through the path
Press enter you will get a screen “Create Organizational Unit”
Here in the above screen enter Organizational unit abbr.
Name of the root organizational unit and its validity period.
After entering abbreviation and name of the unit, enter foundation day of the unit.
Press enter or Press F8 or clicks on create.
Then you will get a screen, which contains unique number organizational key
In the above screen we can see the organizational unit, which we have created.
You can see “o” which specifies org. key (org. unit) and Unique No i.e. 50017316
Through this number we can identify this org. unit.
This organizational unit is known as Main / Root organizational unit.
HOW TO CREATE SUB ORGANIZATIONAL UNIT:
We can create sub organizational units.
Select “SSS1” and Press F7
You will get the following screen in which enter abbreviation and name of org. units.
Here too, enter abbreviation of the sub organizational units and name.
Press enter
Like the above procedure we can create many organizational Units.
How can we see this organizational structure in a structural procedure?
Select the root organizational unit i.e. SSS1
Click on - or
Again click on to get only abbreviation codes
HOW TO CREATE JOBS:
Now we are at a screen known as “organizational structure/ change
Change the screen, so click on “Staff Assignments” or F8
Now we are into a screen know as “Staff Assignments/ change”
Now you can see a screen, known as “Staff Assignments / Change, where we can create jobs.
So Press F9
In the above screen we have defined jobs abbreviations and text,
Then press enter.
Here we can’t see these jobs in organizational structure, but we can get a message on status bar like
“
Like this we can create many jobs as per our client requirement
HOW TO CREATE POSITIONS
Be sure that you should be at screen “Staff assignments / change:
Select the Organizational unit in which you want to create position
Click on ” ” or F8
Now I have selected corporate office
Here, enter job i.e. mgr1.
Press enter so that this job will transfer under position field.
Here you can create a position
Here we can create 999 positions at a time, but here I have created only one position.
Save.
Click on plus mark so that you can see the position
Like this we can create many positions as per our client requirement
For more information you can see the positions list
HOW TO CREATE A CHIEF
Be on the same screen “Staff Assignments/ Change
Select the position to whom you are making as a chief i.e. I am selecting CEO 50017335
Click on Edit chief positionCreate.
Press enter
Now you can see the chief position
Chief position icon is
REPORTING STRUCTURE
It shows who is boss and who is subordinate and who reports to whom.
Select the organizational units in which you are creating the reporting structure.
For example I am selecting corporate officeclick on “Go to “and click on reporting structure.
Here we will get screen in which we are going to create a reporting structure.
Now select any position to whom you are making boss. I am selecting Position No 50017327 click on
elevate
Select the position who is immediate subordinate to him. i.e. I am selecting position no 50017328
Press enter.
Like this you can create reporting structure.
For more information you can see the total structure
HOW TO CREATE A TASK
Click on Go to click on Task Maintenance
Select customer task under task type and click on create or F5
Here write abbreviation and name of the task and press enter and save so that system will assign a unique number
Like this we can create many tasks as per our requirement
HOW TO ASSIGN A TASK TO A POSITION
Select the position to which we are assigning a task
For example select position no 50017327 and click on “task profile” or F6
Here you can see position, job and Organizational Unit.
Select the position and click on Assign task or F8enter the abbreviation of task which we have created
Press enter
Again Press enter
Now here we can see the task, which we assigned to a position.
ACCOUNT ASSIGNMENT
In account Assignment we have to assign company code, controlling area, personnel area, personnel sub area and business area to a position.
Select the position to which we are maintaining the account assignment feature, click on Go to click on Account Assignmentselect the position click on “account assignment feature or Shift F7
How to assign a cost center to a position
Select the position and Press F7
Now we can see cost center how it is assigned to a position
Which will reflect in Organizational Assignment (0001) infotype
How to maintain infotypes
Organizational infotypes are:
Note: Business area, cost centre and controlling area will be created by the Fi/co consultants.
1. Where do we create these Organizational objects?
Transaction code “OOOT”
1. Where do we maintain number ranges to objects?
Transaction code “OONR” Table “t77Iv
Where do we see info types in IMG?
Transaction code “OOIT” table name t778t
IT Info type Name
1000 object 1001 Relationships 1002 Description
1003 Department/Staff
1004 Character 1005 Planned Compensation 1006 Restrictions
1007 Vacancy 1008 Acct. Assignment Features 1009 Health Examinations 1010 Authorities/Resources 1011 Work Schedule
1012 work area 1013 Employee Group/Subgroup
1014 Obsolete 1015 Cost Planning 1016 Standard Profiles 1017 PD Profiles 1018 Cost Distribution 1019 Quota planning
1021 Prices 1023 Availability Indicators
1024 Capacity 1025 Deprec. Meter/Validity 1026 Business Event Info 1027 Site-Dependent Info
1028 Address 1029 Business Event Type Info
1030 Procedure 1031 Room Reservations Info 1032 Mail Address
1033 Scale 1034 Name Format
1035 Schedule
1036 Costs 1037 Billing/Allocation Info 1038 External Key 1039 Shift Group 1040 NICHT MEHR VERWENDEN 1041 Business Event Blocks 1042 Schedule Model 1043 Appraisal Model Info 1044 Results Specification
1045 Valuation 1046 Requirements Attributes 1047 Processing Modules 1048 Proficiency Description 1049 Requirements Attributes 1050 Job Evaluation Results 1051 Survey Results 1060 Business Event Demand
1061 Web Link
1062 Knowledge Link 1063 Info business event grp 1070 Application area 1201 WF Object Method 1205 WF Workflow Definition 1206 WF Work Item Text 1207 Customer Task,replaces TS 1208 SAP Organizational Object
1209 Cost Data 1210 WF Container Definition 1211 WF Container Texts 1212 WF Event Binding 1213 WF Role Binding 1214 WF Other Binding 1216 Function Area Assigned 1217 Classification/Lock Ind. 1218 WF Def. Responsibility 1220 Activity Profiles 1221 Excluded Activities 1222 General Attribute Maint. 1240 Existence Dependency 1250 Prof.Gen.: Authorizations 1251 Prof.Gen.: Specifications 1252 Profile Gen.: Org. Levels 1253 Profile Gen.: Variants 1254 User Variables/Activ.Grps 1260 CIC Profile 1270 CO Group assignment 1403 Exposure: LTA 1404 Exposure: Task 1500 BS element management 1501 Pay scale valuation 1502 Allowance valuation 1503 Service type/category 1504 Budget Updates 1505 Budgeting Rule 1506 Reclassification rule 1507 Teaching hours 1516 Funding Status 1517 Excel Communication 1518 Assignment FM designation 1519 Integration FM 1520 Original budget 1600 Organizer ID (F) 1601 Statutory Specifications 1610 US Job Attributes 1612 WC State and Code 1613 WC State, Code, Attribute 1620 Job Attributes (D) 1630 NQF Unit standard
1631 NQF Qualifications 1632 NQF Outcomes 1633 Equity Attributes (ZA) 1650 Grade (FR) 1651 Grades (BE) 1652 Occupational Categories
How to write a description to an object i.e. we have to maintain the infotypes:
1. Select the object to which you are going to write the description, Shift +F4
Here I am selecting
Shift +F4
Select description option.
And click on
Write the description like
Press enter and save.