Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

... Acknowledgments ... 19

1 ... Introduction ... 23
... 1.1 ... What This Book Will Cover ... 27
... 1.2 ... What This Book Does Not Cover ... 30
... 1.3 ... Systems Used to Describe the Configuration ... 30
... 1.4 ... Assumptions, Prerequisites, and Disclaimer ... 30
... 1.5 ... Standard Functionalities--Out of the Box Versus Alternatives ... 32
... 1.6 ... Enhancement Package Concept ... 35

2 ... SAP NetWeaver Portal ... 39
... 2.1 ... Web-Enabling HCM Self-Services through SAP NetWeaver Portal ... 40
... 2.2 ... Introduction to Portal Objects: iViews, Pages, Worksets, and Roles ... 46
... 2.3 ... Setting Up the Portal Content Directory ... 48
... 2.4 ... Object Properties ... 52
... 2.5 ... Creating Quick Links ... 59
... 2.6 ... How to Transport Objects ... 59
... 2.7 ... Portal Layout ... 61
... 2.8 ... Languages and Portal Translation ... 61
... 2.9 ... Work Protect Mode ... 67
... 2.10 ... Other Technical Considerations ... 68
... 2.11 ... Conclusion ... 74

3 ... Backend Configuration ... 75
... 3.1 ... Homepage Framework ... 75
... 3.2 ... Object and Data Provider (OADP) ... 77
... 3.3 ... Internal Service Requests (ISR) ... 78
... 3.4 ... Homepage Framework Configuration ... 78
... 3.5 ... Object and Data Provider (OADP) Configuration ... 103
... 3.6 ... Internal Service Request (ISR) Configuration ... 120
... 3.7 ... Conclusion ... 128

4 ... Background Information on Self-Services Configuration ... 129
... 4.1 ... Introduction to Employee Self-Services Configuration ... 129
... 4.2 ... Introduction to Manager Self-Services Configuration ... 136

5 ... Employee Self-Services Configuration ... 145
... 5.1 ... Address Book: Who's Who ... 145
... 5.2 ... Working Time: Leave Request ... 153
... 5.3 ... Working Time: Team Calendar ... 169
... 5.4 ... Working Time: Time Accounts ... 173
... 5.5 ... Record Working Time ... 177
... 5.6 ... Working Time: Clock-In/Out Corrections ... 186
... 5.7 ... Working Time: Time Statement ... 212
... 5.8 ... Benefits and Payments: Semiretirement Simulation ... 215
... 5.9 ... Benefits and Payment: Pension Rights Status ... 220
... 5.10 ... Benefits ... 238
... 5.11 ... Salary Statement ... 244
... 5.12 ... Own Data ... 245
... 5.13 ... Additional Useful Information Regarding the Self-Services ... 255
... 5.14 ... Career and Job ... 262
... 5.15 ... Equipment Overview ... 266
... 5.16 ... Travel Management ... 269
... 5.17 ... Company Information ... 269
... 5.18 ... Employee Self-Services User Exits ... 270
... 5.19 ... Alternatives and Additional Configuration ... 271
... 5.20 ... Conclusion ... 277

6 ... Manager Self-Services Configuration ... 279
... 6.1 ... Object and Data Provider (OADP) ... 280
... 6.2 ... Working Time ... 280
... 6.3 ... Employee Data ... 294
... 6.4 ... Personnel Change Requests ... 298
... 6.5 ... Recruitment ... 309
... 6.6 ... Workforce Requirements ... 311
... 6.7 ... Cost Center Monitor ... 312
... 6.8 ... Internal Order Monitor ... 318
... 6.9 ... Profit Center Monitor ... 324
... 6.10 ... Equipment Monitor ... 330
... 6.11 ... Reporting ... 337
... 6.12 ... Internal Service Request (ISR) ... 337
... 6.13 ... Express Planning ... 338
... 6.14 ... Employee Self-Services in Manager Self-Services ... 340
... 6.15 ... Performance Management: Objective Setting and Appraisal ... 341
... 6.16 ... Enterprise Compensation Management (ECM) ... 345
... 6.17 ... Additional Configuration ... 347
... 6.18 ... Conclusion ... 350

7 ... Reporting ... 351
... 7.1 ... Prerequisites ... 353
... 7.2 ... Report Types ... 353
... 7.3 ... Identifying the Technical Name of the Reports ... 354
... 7.4 ... Payroll InfoTypes ... 356
... 7.5 ... Manager Self-Services Configuration for Reporting ... 365
... 7.6 ... Integration Points ... 382
... 7.7 ... Authorization Consideration ... 388
... 7.8 ... Additional Useful Reports ... 405
... 7.9 ... Recommended Readings ... 416
... 7.10 ... Conclusion ... 416

8 ... Human Resources Administrator Role ... 419
... 8.1 ... Prerequisites ... 419
... 8.2 ... User Interface ... 420
... 8.3 ... Access to the Administrator Role ... 425
... 8.4 ... Configuration of the Administrator Role ... 427
... 8.5 ... Conclusion ... 442

9 ... Workflow ... 443
... 9.1 ... Introduction ... 443
... 9.2 ... Basic Configuration ... 445
... 9.3 ... Configuring a Substitution Rule ... 457
... 9.4 ... Troubleshooting ... 461
... 9.5 ... Conclusion ... 465

10 ... User Management ... 467
... 10.1 ... User Management Engine (UME) ... 467
... 10.2 ... Lightweight Directory Access Protocol (LDAP) ... 468
... 10.3 ... SAP UserIDs ... 469
... 10.4 ... Portal UserIDs ... 474
... 10.5 ... Single Sign-On (SSO) ... 480
... 10.6 ... Conclusion ... 481

11 ... Authorizations ... 483
... 11.1 ... Prerequisites ... 483
... 11.2 ... System Landscape Overview ... 485
... 11.3 ... SAP Notes ... 486
... 11.4 ... Backend Roles and Profiles ... 487
... 11.5 ... Conclusion ... 520

12 ... Conclusion ... 523

... Appendices ... 525
... A ... Appendices ... 525
... B ... The Author ... 559

... Index ... 561