SAP ERP HCM Processes and Forms
1st Edition
Published on 26. December 2012
Book
Hardback
344 pages
978-1-59229-425-1 (ISBN)
Description
Whether you love them or hate them, forms are an integral part of today's business processes. Explore how to create forms that simplify your HR processes, align with your core business objectives, and support employee development. Whether you're setting up the software or using it, this book provides end-to-end configuration steps, business scenarios, and the dos and don'ts of mapping business objectives.
1. Plan for an HCM Processes and Forms Project
Understand what HCM Processes and Forms is, what questions to ask during project preparation, and how to configure and customize the system.
2. Develop a Codified Form Process
Design a simplified, effective, and discrete HR-driven forms process for employees, HR administrators, business decision-makers, and managers.
3. Greater Flexibility and HR Efficiency
Improve the accuracy of your HR master data with greater form flexibility and increased process efficiency.
4. HR Processes Meet Business Objectives
With hands-on, practical insight into this growing and evolving HR toolset of SAP ERP, learn how to build forms that unite business function and form design.
5. Explore Various Form Design Approaches
Learn the intricacies of Adobe forms and the new FPM, non-Adobe forms, and then explore the configuration and implementation considerations for each.
Highlights Include:
Implementing and planning
Adobe Forms, FPM Forms, Form Builder
Process design
SAP NetWeaver Portal integration
Administration
Design Time
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More details
Persons
Author
Justin Morgalis has been helping clients implement SAP HCM Self-Services since 2007. He comes from a consulting and development background, so he understands both the technical and functional aspects of SAP HCM and can communicate them clearly to any audience. In the past four years, he has focused almost exclusively on projects with HCM Processes and Forms components, leading teams of both functional and technical resources to successful implementations. He earned his degree in psychology from the Georgia Institute of Technology in Atlanta, Georgia, where he lives today with his wife and two sons.
Brandon Toombs is an independent consultant who has worked with SAP HCM Processes and Forms and its predecessor solutions for ten years. He has deep knowledge of the technologies within HCM Processes and Forms and the unique challenges that these projects propose. Overall, he has worked for with SAP HCM for 15 years in every conceivable role: functional, technical, and project management. His focus is helping clients improve their HR outcomes, most often using technology as the bridge to get there.
Content
Acknowledgments ... 15
Introduction ... 17
1. HCM Processes and Forms: A Guided Tour ... 21
1.1 ... The Origin of HCM Processes and Forms ... 21
1.2 ... Description of an HCM Process ... 23
1.3 ... Process Initiation ... 24
1.4 ... Form Validation ... 27
1.5 ... Workflow ... 28
1.6 ... Approvals ... 29
1.7 ... Backend Updates ... 30
1.8 ... Process Tracking ... 31
1.9 ... Summary ... 32
2. Building Blocks of HCM Processes and Forms ... 33
2.1 ... Overview ... 33
2.2 ... Processes ... 34
2.3 ... Scenarios ... 37
2.4 ... Forms ... 39
2.5 ... Workflow ... 44
2.6 ... Backend Services ... 45
2.7 ... Summary ... 48
3. Integrating HCM Processes and Forms into Business Processes ... 49
3.1 ... Business Objectives ... 49
3.2 ... Barriers to Use of HCM Processes and Forms ... 51
3.3 ... Design Guidelines for Overcoming Obstacles ... 53
3.4 ... Interaction with Existing Dynamic Actions ... 57
3.5 ... Summary ... 62
4. HCM Processes and Forms Projects ... 63
4.1 ... Considerations before Starting HCM Processes and Forms Projects ... 63
4.2 ... High-Level Project Plan ... 64
4.3 ... Testing ... 69
4.4 ... Piloting ... 70
4.5 ... Rollout and Go-Live Support ... 71
4.6 ... Summary ... 72
5. Getting Started ... 73
5.1 ... Overview ... 73
5.2 ... New Client Setup ... 74
5.3 ... Records Management/Case Management Setup ... 79
5.4 ... Process Status Setup ... 84
5.5 ... Workflow Setup ... 86
5.6 ... Sample Processes ... 91
5.7 ... Summary ... 94
6. Process Design ... 97
6.1 ... Overview ... 97
6.2 ... Initial Process Configuration Steps ... 98
6.3 ... Form Scenario Definition ... 112
6.4 ... SAP Termination Sample Process ... 146
6.5 ... Rules ... 153
6.6 ... Message Mapping ... 156
6.7 ... Miscellaneous Process Attributes ... 158
6.8 ... HCM Process Testing ... 160
6.9 ... Summary ... 166
7. Designing Adobe Forms ... 169
7.1 ... Overview ... 169
7.2 ... Adobe Livecycle Designer ... 170
7.3 ... Linking Data to the Form ... 178
7.4 ... Basic Scripting ... 184
7.5 ... Lessons Learned in Form Design in HCM Processes and Forms ... 193
7.6 ... Summary ... 197
8. Designing FPM Forms ... 199
8.1 ... Getting Started by Copying an Existing Form ... 200
8.2 ... FPM Form Builder Environment ... 204
8.3 ... Sections in Detail ... 205
8.4 ... Adding Elements to the Form ... 211
8.5 ... Field Types ... 212
8.6 ... Using Groups in Your Form ... 221
8.7 ... Summary ... 223
9. Workflow in HCM Processes and Forms ... 225
9.1 ... Workflow Background ... 225
9.2 ... Workflow in HCM Processes and Forms ... 231
9.3 ... Summary ... 256
10. User Interface Integration ... 257
10.1 ... Available Options for HCM Processes and Forms UI ... 258
10.2 ... Enhancement Package 4 ... 261
10.3 ... Enhancement Package 5 ... 271
10.4 ... Enhancement Package 6 and HR Renewal 1.0 ... 276
10.5 ... Inbox Options ... 276
10.6 ... A Tale of Two Start Applications ... 280
10.7 ... Summary ... 283
11. Securing Your HCM Processes and Forms ... 285
11.1 ... Introduction ... 285
11.2 ... Your Starting Point--Example Delivered Roles ... 286
11.3 ... Designating Use of New Authorization Methods ... 287
11.4 ... New Authorization Object P_ASRCONT ... 288
11.5 ... New HR Forms Authorizations: To Use or Not To Use? ... 293
11.6 ... Alternative Authorization Method: HRASR00AUTH_CHECK BADI ... 294
11.7 ... Guidelines for Use of HCM Forms Authorizations ... 294
11.8 ... Recommendations ... 295
11.9 ... Summary ... 296
12. HCM Processes and Forms Administration ... 297
12.1 ... SAP Case Management (Transaction "SCASE") ... 297
12.2 ... Records Management (Transaction ORGANIZER) ... 305
12.3 ... Other Administrative Tools ... 307
12.4 ... Summary ... 308
13. Other Use Cases for HCM Processes and Forms ... 309
13.1 ... Multilingual Forms ... 309
13.2 ... Delivering HCM Processes and Forms to Mobile Devices ... 317
13.3 ... Offline Form Completion ... 319
13.4 ... Summary ... 319
14. Resources ... 321
14.1 ... Google ... 321
14.2 ... SAP Community Network ... 322
14.3 ... SAP Help Portal ... 323
14.4 ... SAP Service Marketplace ... 323
14.5 ... Subscription Services ... 325
Appendices ... 327
A ... SAP Delivered Example Forms ... 329
B ... Generic Services ... 333
C ... The Authors ... 335
Index ... 337