Monday, October 18, 2010

SAP HR documentation

SAP ECC 6.00
January 2008
English








ESS / MSS Configuration
(SAP Best Practices
for SAP HCM V2.600) (N06)



SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany Building Block Configuration Guide

Copyright


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Icons

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Example
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Typographic Conventions

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Cross-references to other documentation.
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Contents
N06: Configuration – ESS / MSS 6
1 Purpose 6
2 Preparation 6
2.1 Prerequisites 6
2.1.1 Software 6
2.1.2 Building Blocks 6
2.2 Overview 6
2.2.1 Users 6
2.2.2 Roles 6
2.2.3 Worksets 7
2.2.4 ESS Applications - Business Package Structure 7
2.3 Configuration Settings for ESS 8
2.3.1 Create Infotype 0105 for all Employees 8
2.3.2 Assign Manager to Open Position 9
2.3.3 Workset: Address Book 10
2.3.3.1 Configuration Settings for Who’s Who iView (Employee search) 10
2.3.3.2 Configuration Settings for Change Own Data iView 11
2.3.4 Workset: Working Time 11
2.3.4.1 Change Infotype 0007 for all Employees 12
2.3.4.2 Configuration Settings for iView Leave Request 12
2.3.4.3 Assign Agents for Tasks 17
2.3.4.4 Configuration Settings for iView Leave Request Approval 18
2.3.4.5 Configuration Settings for iView Record Working Time (CATS regular) 18
2.3.4.6 Configuration Settings for iView Clock-In/Out Correction 19
2.3.4.7 Configuration Settings for iView Time Accounts / Quota Overview 23
2.3.4.8 Configuration Settings for iView Time Statement (for a chosen period) – Change Form HRFOR and Activate 24
2.3.4.9 Configuration Settings for iView Team Calendar 26
2.3.5 Workset: Benefits and Payment 26
2.3.5.1 Configuration Settings for iView Salary Statement 26
2.3.6 iView: Total Compensation Statement 28
2.3.7 Workset: Personal Information 29
2.3.7.1 Configuration Settings for iView Address 29
2.3.7.2 Configuration Settings for iView Bank Information 29
2.3.7.3 Configuration Settings for iView Personal Data 30
2.3.7.4 Configuration Settings for iView Family Data 30
2.3.7.5 Removing Inconsistencies in Employee Data 31
2.3.8 Workset: Career and Job 33
2.3.8.1 Configuration Settings for iView Skills Subarea 34
2.3.9 Workset: Travel Management 34
2.3.9.1 Activate Travel Management Customizing 35
2.3.9.2 Set Up Trip Numbers 35
2.3.9.3 Create Infotype 0017 Travel Privileges 36
2.3.9.4 Add Cost Center to Infotype 0001 36
2.3.9.5 Configuration Settings for iView All my Trips and Expenses 37
2.3.9.6 Configuration Settings for iView Create Travel Request 37
2.3.9.7 Create Infotype Records for iView My Travel Profile 37
2.3.10 Workset: Life and Work Events 38
2.3.11 Workset: Corporate Information → Organizational Information 39
2.3.11.1 Configuration Settings for iView Code of Conduct 39
3 Configuration Settings for MSS 42
3.1 Configuration in SAP NetWeaver Portal 42
3.1.1 Workset: Overview 42
3.1.1.1 Configuration for iView: Approve Time Sheet Data 42
3.1.1.2 Configuration for iView: Organizational Chart 44
3.1.1.3 Configuration for iView: Compensation Planning 44
3.1.2 Report Configuration for MSS 46
3.1.2.1 Set Up Report Launchpad in HCM system 46
3.1.2.2 Configure Report Launchpad in the HCM System 47
3.1.2.3 Configuring Reports in the BI System 48


N06: Configuration – ESS / MSS
1 Purpose
This configuration guide provides the information you need to set up ESS and MSS in the SAP NetWeaver Portal.
2 Preparation
2.1 Prerequisites
2.1.1 Software
For prerequisite software requirements for the SAP ERP system and the Portal, refer to the SAP Best Practices for Human Capital Management V2.600 Quick Guide.
2.1.2 Building Blocks
Install the N03: ESS/MSS Connectivity building block before you install this one.
2.2 Overview
2.2.1 Users
This section provides an overview of the users that are required in the backend system and the portal when setting up and executing the SAP Best Practices for HCM V2.600 ESS/MSS scenarios.
User ID Name Personnel No. ERP BI
admin Administrator User Admin X X
manager Jean-Luc Corniglion 91000067 X X
employee Alejandro Bishop 91000071 X
2.2.2 Roles
Technical name: com.sap.pct.ess.
This Human Resources role enables you to depict the HR-related tasks and activities of all your company's employees.
The Employee Self-Service role comprises the following tasks and activities:
• Maintain personal information (such as address and bank information)
• Record working time
• Check time accounts
• Create leave requests
• Display salary statements
• Process benefits
• Edit skills profile
• Book courses
• Plan and process business trips
• etc
For information about the SAP ERP business processes in which the Employee Self-Service role is integrated, see SAP Note 824757 (http://service.sap.com/notes).
2.2.3 Worksets
This business package contains the following worksets:
Workset Technical name
Overview com.sap.pct.erp.ess.area_overview
Who’s Who com.sap.pct.erp.ess.area_employee_search
Working Time com.sap.pct.erp.ess.area_working_time
Travel Management com.sap.pct.erp.ess.area_travel_expenses
Personal Information com.sap.pct.erp.ess.area_personal_information
Benefits and Payment com.sap.pct.erp.ess.area_benefits_payment
Life and Work Events com.sap.pct.erp.ess.area_life_work
Corporate Information com.sap.pct.erp.ess.area_corporate_info

2.2.4 ESS Applications - Business Package Structure
This section provides a short overview of the applications (services) that are available in the Employee Self-Service component.
The individual applications are assigned to the following areas:
• Address Book
• Working Time
• Benefits and Payment
• Personal Information
• Career and Job
• Travel – partial scope
• Life and Work Events
• Corporate Information

The Procurement and Work Environment applications are not in scope for SAP Best Practices for Human Capital Management v2.600.

For more information on the Business Package for Employee Self-Service and for documentation about individual applications, see the Portal Content Portfolio on the SAP Developer Network at https://www.sdn.sap.com/irj/sdn/contentportfolio, then Choose Business Package for Employee Self-Service (mySAP ERP), then choose Online-Documentation.

The applications in the Business Package for Employee Self-Service have been converted to Web Dynpro technology. For information about the strategy for ITS-based applications, see SAP Note 870126.
2.3 Configuration Settings for ESS
2.3.1 Create Infotype 0105 for all Employees
Use
To link a user in the portal to the employee in the backend, the employee master records must be extended. The portal user information is stored in the backend in the communication infotype 0105, subtypes 0001 (System User Name SAP System (SY-UNAME)) and 0010 (E-Mail).
Prerequisites
• The users MANAGER and EMPLOYEE are mapped to the relevant portal users, ideally by SSO, so that they have the same name. Using the SAP Best Practices for HCM V2.600, this is explained for the sample master data in the N03 configuration guide.
• You must have created personnel numbers in the SAP system for the relevant employees. This is completed in the N03 configuration guide.
• The following roles are assigned to your ERP user which should be mapped to the employees: SAP_EMPLOYEE, SAP_EMPLOYEE_ERP, and SAP_EMPLOYEE_ERP05. The latter is a composite role for all country specific functions. You can select only the specific country role for your user and delete the other roles.
Procedure
1. Choose the following:
SAP Easy Access Menu Human Resources → Personnel Management → Administration → HR Master Data → Maintain
Transaction PA30
2. Enter your employee’s personnel number. If using the SAP Best Practices for HCM V2.600, enter 91000071 (Mr. Alejandro Bishop).
3. In the direct selection section, enter infotype 0105 and choose the Create button.
4. In the subtypes for infotype “Communication” dialog box, select 0001 and then Enter.
5. In the field ID/Number, enter the ID used to log in to the portal. If using SAP Best Practices for HCM V2.600, enter EMPLOYEE.
6. Save your entry.
7. Return to the Maintain HR Master Data screen.
8. Keep the infotype 0105 in the infotype field and choose Create.
9. In the subtypes for infotype “Communication” dialog box, select 0010 and then Enter.
10. In the ID/Number field, enter the email address and save your entries. If using SAP Best Practices for HCM V2.600, you can leave this blank.
11. Repeat steps 2-10 for employee 91000067. ID/Number MANAGER.
Alternative
It is also possible to assign the portals user to the HCM backend employees through another transaction. This alternative is described here, but you do not need to execute this. It is meant for informational purposes:
Procedure
1. This activity must be carried out in the ERP system:
Menu Path in SAP ERP System Administration -> System Configuration -> Universal Worklist & Workflow -> Universal Worklist – Administration
Transaction HRuser
2. On the Set Up and Maintain ESS Users (Start) screen choose Select employees using employee master.
3. On the next screen select Employees without users and then Execute.
4. In the Set Up and Maintain ESS Users (Overview) screen choose the Overview button for Employees without users.
5. On the Create Users for Persons screen select the personnel number 91000071 (Alejandro Bishop) and choose the Assign Existing Users button.
6. In the Choose User dialog box enter the Backend user EMPLOYEE.
7. In the Create Relationship dialog box choose Create. The user is now assigned to the personnel number.
8. Repeat the steps 4 - 7 with the personnel number 91000067 and the system user MANAGER.
2.3.2 Assign Manager to Open Position
Use
SAP Best Practices delivers manager Jean Luc assigned to position 10000078. However, in order to run through a fully integrated ESS/MSS scenario, Jean Luc must be reassigned to a new position – 10000064.
Prerequisites
Your user parameter UGR is set to 10 (it may be set to 98 if you performed the LSMW sample data loads). You can change this in transaction SU1.
Procedure
1. This activity must be carried out in the ERP system:
Menu Path in SAP ERP
Transaction PA40
2. Call out the action ‘Relocation/Transfer’ for employee 91000067.
3. Execute action keeping all default values except those on infotype 0001. Change the position to 10000064.
4. Save all entries.
5. On the Create Vacancy dialog box, confirm with yes that the vacancy for the previous position will be created.
6. On the Delimit Vacancy dialog box, confirm with Yes to delimit the vacancy of position 10000064.
7. Continue to save all infotypes as the action moves automatically through each relevant infotype. Choose continue to bypass warnings.
2.3.3 Workset: Address Book
Technical name: com.sap.pct.erp.ess.area_employee_search
Use
Employees can use the applications in this area to:
• Access the employee directory [Who’s Who]
• Change their own data in the employee directory [Change Own Data]
• Display information about the organizational environment [Organizational Chart] - not in Scope]
2.3.3.1 Configuration Settings for Who’s Who iView (Employee search)
Use
Employees can use this service to search for employees’ data in the company address book.
The service comprises the following functions:
• Simple search: You can search by first name and last name.
• Advanced search using various criteria: If you run a generic search, the system displays a hit list from which you can go directly to the employee’s profile.
Prerequisites

SAP Best Practices for HCM V2.600 does not require additional settings. You can use the Who’s Who service with the standard settings.
Procedure
1. If you want to make changes, choose the following:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Address Book → Who’s Who
Transaction SPRO (IMG Customizing)

2.3.3.2 Configuration Settings for Change Own Data iView
Use
Employees can use this service to maintain their own data. The service comprises the following functions:
• Edit your communication and office data
• Upload a photograph
• Delete or replace the current photograph
Prerequisites

SAP Best Practices for HCM V2.600 does not require additional settings. You can use the Change Own Data service with the standard settings.
Archiving photos is inactive. You will get an error message while trying to upload a photo: System error when archiving a photo
Procedure
1. If you want to make changes, choose the following:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Own Data
Transaction SPRO (IMG Customizing)

2.3.4 Workset: Working Time
Technical name: com.sap.pct.erp.ess.area_working_time
Use
Employees can use the applications in this area to:
• Submit/cancel absences [Leave Request]
• Leave Request Approval – actually performed by manager
• Team Calendar ¬– made available to the team manager only
• Record working time [Record Working Time (CATS regular)]
• Correct clock-in/out entries [Clock-In/Out Corrections]


The following applications are not in scope for SAP Best Practices for HCM v2.600:
o View time accounts [Time Accounts (Quata Overview)]
o View time statements [Time Statement (for a chosen period) ]
o Perform effort reporting (country-version US) [Effort Reporting (USA)]
2.3.4.1 Change Infotype 0007 for all Employees
Use
Infotype 0007 contains the time management status for each employee. SAP Best Practices for HCM V2.600 delivers the sample data with different time management statuses. For employee 91000071 – used in the business process procedure – you must change the time management status to enable ESS time request functionality.
Procedure
1. Choose the following:
SAP Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Own Data
Transaction PA30
2. Enter employee number 91000071.
3. Enter infotype 0007 and choose Change.
4. In the section Work Schedule Rule, change the Time Mgmt Status from 0 – No time evaluation to 1 – Time Evaluation of Actual Times.
5. Save your entry and exit.
6. Repeat these steps for all employees you are using in the portal.
2.3.4.2 Configuration Settings for iView Leave Request
Use
This application enables your employees to perform all the tasks they need to manage their leave requests and other absences. The function comprises the entire leave request process. The process starts with the creation of a leave request and its processing before it is finally posted to the backend system. The interfaces used by employees and managers when they process leave requests are Web Dynpro applications that belong to Employee Self-Service (ESS) and Manager Self-Service (MSS).
Employees use this Web application to request leave or other absences and, in the case of absences that do not require approval, to inform their manager that they will be absent for a certain period (due to illness, for example). If necessary, employees can change or delete submitted leave requests or absences that have already been stored in the database.
Your employees can use the Leave Request service to request both absences (infotype 2001) and attendances (infotype 2002). This means that you can also process records of the Attendances infotype (2002) that have the quality of an absence in your company, such as training courses.
The Leave Request application has automatic control of the processing process. You can make Customizing settings for groups of employees to control aspects such as:
• Which absence and attendance types employees are permitted to request
• The periods before and after an absence during which employees are permitted to request leave in advance or retroactively. You can define different periods for different absence/attendance types.
• The actions an employee is permitted to carry out. For example, you can specify whether an employee is permitted to change or delete an absence that has already been approved.
Prerequisites
Backend configuration for time management - use SAP Best Practices for HCM Building Block K03: ESS/MSS Connectivity
2.3.4.2.1 Customize Types of Leave/ Absence Types for Leave Requests
Use
To display absence types in the portal when executing the leave request, customizing is required to display absences in leave request. The screenshot below shows the types of leave as they appear in the portal for the end user.


Procedure:
1. In the SAP HCM back end system choose:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Leave Request → Processing Processes → Specify Processing Processes for Types of Leave
Transaction SPRO (IMG Customizing)
2. Choose Define Absences/Processing Processes.
3. This table displays the customizing entries required on screen Change View “Processing Processes for Types of Leave”: Overview.
Rule Group Name of
Rule group PSG A/AType Att./abs. type text Start Date End Date
00000001 SAP Standard 10 0100 Vacation 01.01.2000 31.12.9999
00000001 SAP Standard 10 0150 Unpaid Absence 01.01.2000 31.12.9999
00000001 SAP Standard 10 0810 Business Trip 01.01.2000 31.12.9999
00000001 SAP Standard 10 0820 Educ / Training-Internal 01.01.2000 31.12.9999
4. Choose New Entries.
5. Choose 00000001 for Rule Group.
6. Choose 10 for PS Grouping.
7. Choose 0100 (Vacation) for Att./Absence Type– this is the entry for row 1 in the table above.
8. Choose sort number 001.
9. Choose Save.
10. Repeat steps 3-9 for the other absence types.
2.3.4.2.2 Define (standard) workflow [WS12300111] for leave request types
Use
If the workflow is not set up correctly, you may receive an error message: Unable to send the request. Workflow definition of task WS04200009 cannot be activated.
Complete this step to avoid the error.
Procedure
Follow the solution steps / procedure:
1. In the SAP HCM System choose:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Leave Request → Processing Processes → Specify Processing Processes for Types of Leave
Transaction SPRO (IMG Customizing)
2. In the table (Specify Processing Processes for Types of Leave) specify all absence types and customize them as in the following table:
Rule Group Name of
Rule group PSG A/AType Att./abs. type text Start Date End Date
00000001 SAP Standard 10 0100 Vacation 01.01.2000 31.12.9999
00000001 SAP Standard 10 0150 Unpaid Absence 01.01.2000 31.12.9999
00000001 SAP Standard 10 0810 Business Trip 01.01.2000 31.12.9999
00000001 SAP Standard 10 0820 Educ / Training-Internal 01.01.2000 31.12.9999
3. Double-click Vacation 0100.
4. In Change View “Processing Processes for Types of Leave”: Details, choose Process Request Using Workflow in the section Workflow Template.
5. After selecting the process request checkmark, choose Workflow number 12300111 for
a. WF ID of New Request
b. WF ID of Cancellation Request
c. WF ID of Change Request

6. Save your entries.
7. Repeat for all of the absence types from the table above.
2.3.4.2.3 Check Corresponding Personnel Subarea Grouping for Leave Request
Use
To display absence types in the portal service leave request, the absence types require a corresponding Role Group and Personnel Subarea Grouping (PSG) listed in the table V_001P_ALL. With this, the absence types can be displayed in the drop down box for Type of Leave.
Follow these steps to check which PSG is appropriate for the employee used in the SAP Best Practices for HCM V2.600 ESS scenario, 91000071 Alejandro Bishop.
Procedure
1. In the SAP HCM System choose:
Transaction SM31
2. Choose Table/View V_001P_ALL (Personnel Areas/Subarea: Complete View)
3. Choose Display.
4. Choose USA or 10 to specify the country, if required.
5. In this table search for the corresponding personnel area PA = 1020 for Alejandro Bishop and personnel subarea PSubarea.= 0002.

If you do not know what the personnel area and subarea is set to for your employees, you can find this information in the next chapter Find Personnel Area of Employee.
6. This row shows the PSG for the leave request in column Leave Type. For employee 91000071, the value is 10.

2.3.4.2.4 Find Personnel Area of Employee: Optional
Use
If you do not know the personnel area for the employee in the SAP Best Practices for HCM V2.600 scenario - Alejandro Bishop 91000071 – you can find it in Infotype 0001, Organizational Assignment, in Transaction PA30.
Procedure
1. In the SAP HCM System choose:
SAP Easy Access Menu Human Resources → Personnel Management → Administration → HR Master Data → Maintain
Transaction PA30 (Maintain HR Master Data)
2. Choose 91000071 as the Personnel Number for Mr. Bishop; the master data will be displayed.
3. Choose Infotype 0001 for Organizational Assignment and choose Enter.
4. Choose Display. Mr. Bishop is assigned to the personnel area 1020 and subarea 0002.
2.3.4.3 Assign Agents for Tasks
Use
To avoid the error message Unable to send the request - You are not one of the possible agents of task WS12300111, be sure an agent is assigned to the task.
In this chapter, the workflow is set up to contain a general task which applies to every user.
Procedure
Follow the solution steps / procedure:
1. In the SAP HCM System choose:
Transaction SWDD
2. Choose Other Workflow/version (Ctrl + F5) button.
3. In the Open other workflow definition, enter workflow number WS12300111. The active version 0003 should be selected.
4. Choose Enter to continue.


5. Choose the Basic Data button (CTRL+F8).
6. Choose the button (SHIFT+F9).
7. Choose Attributes.
8. Change the task to General task to allow every user to start this task.




9. Choose Transfer.
10. On the Workflow Template: Maintain Agent Assignment screen, choose Update Index (Shift + F1). The system displays the message Index was generated.
11. Choose Back.
12. Choose Activate.
13. Choose Exit.
2.3.4.4 Configuration Settings for iView Leave Request Approval


This is the iView for the Manager to approve leave requests

For the SAP Best Practices for HCM V2.600, the Leave Request Approval service requires no further settings other than the standard version. Note that this service is integrated for Managers in Manager Self-Services!
Use
This Web application provides HR managers or other authorized persons with all the functions they require to check and approve leave requests.

This Web application is part of the Business Package for Employee Self-Service since it uses the same functions as the Employee Self-Service application, Leave Request and cannot be implemented on its own. However, it has been developed for use in Manager Self-Service.
Prerequisites
1. For more information, see the Implementation Guide and choose Working Time.
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time
Transaction SPRO (IMG Customizing)

2.3.4.5 Configuration Settings for iView Record Working Time (CATS regular)
Use
This Web application enables your employees to record their working times and assign these to a project, order or other SAP application objects. You can also connect an optional approval procedure.
Prerequisites
• You use SAP Cross-Application Time Sheet (CATS).
• The Time Sheet must be set up. For the Web application, you can use the model data entry profile ESS, which has been designed to meet the special requirements of Employee Self-Service.
• You have used the user parameter CVR to assign each employee a specific data entry profile, which they use to enter their working times. This profile determines the data entry process and the layout of the time sheet.
If this user parameter has not been stored, the system uses the ESS data entry profile as standard.
• For more information, see the Implementation Guide and choose Working Time.
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Record Working Time
Transaction SPRO (IMG Customizing)

For the SAP Best Practices for HCM V2.600, this service requires no additional settings beyond the standard version.
Constraints
Compared with CATS classic, the following constraints exist for this Web application:
• Since CATS regular is an Employee Self-Service application, time administrators or data entry personnel cannot record working time data.
• The following SAP enhancements are not supported by CATS regular:
o CATS0004 (Deactivate Functions on the User Interface) - you can make the necessary settings in Customizing.
o CATS0007 (Subscreen on Initial Screen)
o CATS0011 (Customer Functions)
o CATS0012 (Subscreen on Data Entry Screen)
2.3.4.6 Configuration Settings for iView Clock-In/Out Correction
Use
Employees can use this Web application to correct errors that originated due to incorrect entries at the time recording terminal. The data is displayed in a weekly overview graphic. For example, an employee can correct duplicate clock-ins or enter missing entries and account assignment data. An optional monitoring function and approval procedure can be set up if entries are changed, deleted, and created manually.

This Web application is not designed as an alternative to recording working times at the time recording terminal.
Prerequisites
• You have implemented Time Evaluation for SAP Time Management.
• You use the HR-PDC interface to transfer employees’ clock-in/out entries from an external time recording system to the SAP system. You have made the relevant Customizing settings in the Implementation Guide for Personnel Time Management by choosing Personnel Time Events ® Personnel Time Events.
• As an alternative to external time recording systems, you can also use the Clock In/Out Web application, in which employees clock in and out using the SAP NetWeaver Portal.
• You have configured the Clock-In/Out Corrections Web application.
• For more information, see the Implementation Guide and choose:
SAP IMG Menu Personnel Management ® Employee Self-Service ® Service-Specific Settings ® Working Time ®Clock-In/Out Corrections.
Transaction SPRO (IMG Customizing)

2.3.4.6.1 Group Personnel Time Event Types
Procedure:
1. In the SAP HCM System choose:
SAP IMG Menu Time Management → Personnel Time Events → General Settings→ Group Personnel Time Event Types
Transaction SPRO (IMG Customizing)
2. Choose Define Personnel Time Event Type Groups.
3. Choose New Entries.
4. Create a new Time event group 99; Text GeneralTime Events. Choose Save.
5. Go back and choose Assign Personnel Time Event Types to Groups.
6. Choose New Entries.
7. Add new Time Event types P10 (Clock-in) and P20 (Clock-Out) for the Time Event Group 99 (=General Time events) and choose Enter.
8. Select a cell in the Time event type column and press F1.
9. On the F1 Help screen choose the Technical Information button.
10. On the Technical Information dialog box, double-click the Data Element RETYP.

11. On the Dictionary: Display Data Element screen, in the Data type tab double-click the domain RETYP.

12. On the Dictionary: Display Domain screen, choose the Value Range tab.

13. Choose the Display <-> Change button.
14. Choose Maint in logon lang for English customizing.
15. You can now change or edit the short description to be displayed for F4 help in the portal for iView Clock-in/out corrections. For example, change Clock-in to Clock-in PA10 and Clock-out to Clock-out PA10.

16. Choose Save.
17. Choose Activate.
18. Go back to the Work Time Event Type Groups screen and make sure your name settings have been changed.

19. As a result you can find the new object names in the portal for the iView Clock-in/out corrections in the Clock-in/out drop-down bow.

20. Choose Save.
21. Choose Exit.
2.3.4.6.2 Assign time event group to employee in infotype 0050 (Time Recording Info)
1. In the SAP HCM System choose:
SAP Easy Access Menu Human Resources → Personnel Management → Administration → HR Master Data → Maintain
Transaction PA30 (Maintain HR Master Data)
2. Select Infotype 0050 (Time Recording Info) and choose Create to create an infotype for the employee. SAP Best Practices for HCM V2.600 uses employee 91000071.
3. Create Time record ID no. 12345678.
4. Assign personnel Time Event Types to Groups for the employee: In Time event type grp select 99 = General Time events.
5. Select 001 for Subsystem grouping.
6. Select 001 for Grpg. Att/absence.
7. Select 001 for EE expenses grpng.
8. Save the infotype for employee.
2.3.4.7 Configuration Settings for iView Time Accounts / Quota Overview
Use
This Web application enables employees to check their time credits, such as leave and time-off entitlements. It provides them with information to help them plan their leave and information about the deduction periods of their time accounts.

If you are using the SAP Best Practices for HCM V2.600 Time Accounts (Quota Overview) service, no further settings have to be made to the standard version. The table will be empty because infotype 2007 is not maintained for the sample employees. You must set up master data to use the quota overview iView.
Prerequisites
• You use SAP Time Management to manage your employees’ time data.
• You have made the customizing settings for these Web applications.
• For more information, see the Implementation Guide and choose Time Accounts.
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Time Accounts
Transaction SPRO (IMG Customizing)

2.3.4.8 Configuration Settings for iView Time Statement (for a chosen period) – Change Form HRFOR and Activate
Use
Employees can use the Time Statement service to view up-to-date time evaluation results for their time management data. They can display an overview of their daily attendance times, time postings, and absence times and the time accounts and bonuses determined in time evaluation.
There are two services available for this:
• EMPLOYEE_WORKTIME_TIMESTATEMENTPER (Time Statement): Employees can use this service to view their time statements for the periods defined by the company or department concerned. The employee selects the desired period in the service. A table is displayed providing an overview of the most important time evaluation results within this period.
• EMPLOYEE_WORKTIME_TIMESTATEMENT (Time Statement with Freely Definable Period): Employees can use this service to display their time statements for any period they require. The employee specifies the desired start and end dates in the service.
Prerequisites
• You implement Time Evaluation for SAP Time Management. If you use SAP Best Practices for HCM V2.600, this is completed in Building Block K03.
• You have configured the time statement using the HR Forms Workplace. If you use SAP Best Practices for HCM V2.600, the standard form HRFOR is used as is.
• For more information, see the Implementation Guide and choose Time Statement.
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Time Statement
Transaction SPRO (Customizing: Execute Project; Display IMG)
• Your employees have a program for displaying PDF-based forms installed on their PCs.
Procedure
1. To avoid the Error when calling method INIT of class CL_HRXSS_TIM_PER_SE message, complete the following steps.
2. Change the decision tree for feature HRFOR from SAP_TIMESLIP to SAP_TIM_99_0001 and activate the form.
3. In the SAP HCM backend system choose:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Time Statement → Enter name of HR Form for Time Statement
Transaction SPRO (Customizing: Execute Project; Display IMG)
4. Change the decision tree for feature HRFOR from SAP_TIMESLIP to SAP_TIM_99_0001
a. Expand the decision tree for T → RCLAS → TMW.
b. Right-click SAP_TIMESLIP and choose Change nodes.
c. Change the return value from SAP_TIMESLIP to SAP_TIM_99_0001 by deleting the existing form and entering a new return value.
d. Assign a customizing and workbench request upon saving.
e. Activate the feature.
2. The feature now has status Active.

5. In the SAP HCM System choose:
Transaction HRFORMS (HR Forms Workplace)
6. In the HR Forms Overview page search for SAP_TIM_99_0001, and double-click the row.
7. Activate the form.


A similar error message displays for Time Statement for a Chosen Period AND Salary Statement in Benefits & Payment: Error when calling method INIT of class CL_HRXSS_TIM_DATE_SEL.
8. Follow steps 2-4, changing form SAP_TIMESLIP to SAP_TIM_99_0001 in the feature HRFOR and activating the form.
9. If upon activating the form SAP_TIM_99_0001 in HRFOR you receive the error Form name PYXXFO_SAP_TIM_99_0001 not active for form SAP_TIM_99_0001, complete the following steps.
10. Choose the Layout button.
11. Activate the form even if it already shows an active status.
12. If you get an error on node WEEK_TEXT, double-click the error line. This opens the location of the error on the General Attributes tab. You should see:
Weekly Total :&%TEXT1&
Date
13. Delete &%TEXT1& and choose Save.
14. Choose Activate.
15. Choose Back and return to the HRFORM transaction with form SAP_TIM_99_0001.
16. Activate the form SAP_TIM_99_0001.
2.3.4.9 Configuration Settings for iView Team Calendar

SAP Best Practices for HCM V2.600 does not require additional team calendar settings other than the standard version.
Prerequisites
SAP ESS 600 must be on support pack SP008. Also be sure the Internet Graphics Server (IGS) in installed and configured.
Procedure:
1. For more detailed configuration and changes to settings, select :
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Working Time → Team Calendar
Transaction SPRO (IMG Customizing)
2.3.5 Workset: Benefits and Payment
Technical name: com.sap.pct.erp.ess.area_benefits_payment
Use
Employees can use the applications in this area to:
• Display income data
• Display data on benefits participation (not in scope)
• Enroll for benefits plans (generic/open enrollment not in scope)
• View data on FSA claims and retirements benefits (not in scope)
• Display data on employee options and total compensation statement
• Exercise employee options
2.3.5.1 Configuration Settings for iView Salary Statement
Use
This service provides employees with a detailed list of salary related amounts and information for a selected period. This includes:
• Gross amount (for example, payments)
• Net amount (for example, deductions)
• Outgoing payment (for example, bank transfer)
• Additional information (for example, organizational assignment, leave, notes to the employee)

SAP Best Practices for HCM V2.600 uses standard customizing around the salary statement.
Procedure
1. To make changes and additions to the service, navigate to the following area in the backend system:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Benefits and Payment → Salary Statement →
Transaction SPRO (IMG Customizing)
2. You make the necessary settings for the salary statement of a particular country in the Implementation Guide for the relevant country version.
3. To avoid the error message Error when calling method INIT of class CL_HRXSS_REM, update the feature HRFOR and activate the associated form. The feature steps and activation of the form are described in the previous chapter and will not be repeated here.
2.3.5.1.1 Configuration Settings for iView Employment and Salary Verification: Optional
Use
With this iView, an employee can send — either by fax or mail — a verification of salary or employment status to a specific recipient, for example a bank.
A major benefit of this service is that it allows the employee to send the information without having to request it directly from the HR Administrator.
By selecting Employee Self-Service ® Benefits and Payment ® Employment Verification, employees can choose to send:
• Verification of position and start date
• Verification of position, start date and current year’s earnings
• Verification of position, start date and current and previous 2 years’ earnings
Prior to sending the document, the employee has the opportunity to verify that the information is correct. After reviewing and sending the information, the employee receives a confirmation.
To avoid the error message, Unable to send the request - You are not one of the possible agents of task WS01000045, execute this chapter.

If you have already performed the step Assign Agents for Tasks above, skip to the next section.
Prerequisites
The employee (end user) must have a user for the ESS system.
You must make the necessary customizing settings for the application. For more information, see the Implementation Guide and choose Personnel Management ® Employee Self-Service ® Service-Specific Settings ® Benefits and Payment ® Salary Statement.
Procedure
1. First, assign agents to task WS01000045.
2. In the SAP HCM System choose:
SAP Transaction SWDD
3. Choose Workflow number WS01000045.


4. Choose the Basic Data button (CTRL+F8).
5. Choose the button (SHIFT+F9).
6. Choose Attributes.
7. Change the task to General task so that every user can start this task.



8. Choose Transfer.
9. Choose Generate.
2.3.6 iView: Total Compensation Statement
Use
The Total Compensation Statement is an online statement in PDF format containing a list of all the compensation elements and benefits paid by the company to an employee within a specific timeframe, typically one year.
The standard form shipped with the SAP System (HR_CMP_TCS) consists of various categories and subcategories, which you can customize to meet your business needs:
• PAY – Pay [Salary and bonus]
• CMP - Other Compensation [Miscellaneous compensation elements, including long-term incentives.]
• BEN – Benefits [Benefits plans in which the employee has participated/is participating].
• PDV - Personnel Development [Individual development plans, education and training].
You can add your own categories and subcategories in the following IMG step: Total Compensation Statement ® Country-Specific Enhancements of the Implementation Guide for Enterprise Compensation Management.
For the Bonus and Salary subcategories of the Pay category, you can specify which wage types must be used. By doing so, you allow the system to calculate a total amount for the relevant category from the payroll results.

SAP Best Practices for HCM V2.600 uses the standard form as-is and does not provide additional customizing around the form.
2.3.7 Workset: Personal Information
Technical name: com.sap.pct.erp.ess.area_personal_information
Use
Employees can use the applications in this area to:
• Enter address information [Address]
• Enter bank details [Bank Information]
• Enter personal data [Personal Data]
• Enter family data [Family Data]
• Authentication for Employee Interaction Center, also country specific applications (not in scope)
2.3.7.1 Configuration Settings for iView Address
Use
Employees can use this service to display and edit their own address data. This means that they can continually update their data, thereby relieve the HR department of time-consuming, cost-intensive activities.

SAP Best Practices for HCM V2.600 uses standard customizing.
Prerequisites
You have made the necessary settings for this service in the Implementation Guide for Personnel Management. You can find the activity under Employee Self-Service ® Service-Specific Settings ® Personal Data.
2.3.7.2 Configuration Settings for iView Bank Information
Use
Employees can use this service to display and edit their own bank information. This means that they can continually update their data, thereby relieve the HR department of time-consuming, cost-intensive activities.
Employees’ bank details are used for bank transfers from payroll and to reimburse travel expenses.

SAP Best Practices for HCM V2.600 uses standard customizing.
Prerequisites
You have made the settings for this service in the Implementation Guide for Personnel Management. You can find the activity under Employee Self-Service ® Service-Specific Settings ® Personal Data.
2.3.7.3 Configuration Settings for iView Personal Data
Use
Employees can use this service to display and edit their own personal information. This means that they can continually update their data, thereby relieve the HR department of time-consuming, cost-intensive activities.
Prerequisites
You have made the settings for this service in the Implementation Guide for Personnel Management. You can find the activity under Personal Data.
1. In the SAP HCM System choose:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings ® Personal Data.
Transaction SPRO (IMG Customizing)

2.3.7.4 Configuration Settings for iView Family Data
Use
Employees can use this service to display and edit data about their family members and dependents.
This means that they can continually update their data, thereby relieve the HR department of time-consuming, cost-intensive activities.

SAP Best Practices for HCM V2.600 uses standard customizing. SAP Best Practices for HCM V2.600 requires no further settings to the standard version. If you would like to make changes, refer to the procedure for the location in the backend system.
Procedure
1. In the SAP HCM System choose:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Personal Information.
Transaction SPRO (IMG Customizing)
2.3.7.5 Removing Inconsistencies in Employee Data
Use
To avoid the error Data record xxxxxxx(employee number) yyyymmddyyyymmddzzz has grouping value /1 instead of “10, you must execute the following steps.

You have the option of not performing these steps and waiting to see if you receive the error in the portal before executing.
Procedure:
1. For more detailed configuration and changes to settings, select :
Transaction SM30
2. Enter table / view V_T7CCE_GPASG.
3. Choose Maintain.
4. Check that the values in the screenshot match the values in the table, most importantly the infotype 0009.


5. Choose Back.
6. In the SM30 overview screen, enter table/view V_T7CCE_GPASGM.
7. Check that the values in the screenshot match the table values in your system, most importantly infotypes 0002, 0006, 0009.

8. Choose Exit.
9. Go to transaction SE38 and enter the program RPUFIXDS.
10. On the Repairing Data Sharing Inconsistencies screen, enter employee number 910000071 (sample employee used in the SAP Best Practices for HCM V2.600 Portals ESS scenario). Execute the program as shown in the screenshot below.

If you receive this error in general with your company specific employee data, run the program for a small group of employees at a time, as this might give a short dump for a bigger group (not in a Test Run).

11. Choose Execute.
12. Continue to Execute on the ALV screen.
13. Choose Exit.

This program is used to fix up the mismatch between the ESS Infotype Framework and the ECC Infotype Framework.
2.3.8 Workset: Career and Job
Technical name: com.sap.pct.erp.ess.area_career_job
Use
Employees can use the applications in this area to:
• Maintain their skills profile
• Store personal settings (not in scope)
• Candidate Profile Subarea (not in scope)
• Maintain their candidate profile (not in scope)
• Display an overview of the data in the candidate profile (not in scope)
• Release candidate profile (not in scope)
• Application Subarea (not in scope)
• Apply directly to a job posting (not in scope)
• Search for suitable jobs (not in scope)
• Display a list of job postings that they have stored as favorites (not in scope)
• Send applications (not in scope)
2.3.8.1 Configuration Settings for iView Skills Subarea
Use
Each employee in your company can use this service to display and update their own skills profile. The service comprises input screens enabling your employees to perform the following functions:
• Display skills that are currently valid
• Update existing skills
• Add or remove skills
• Display training proposals and go directly to the Learning Solution to book training
• Display skills that are no longer up to date (highlighted specially)

SAP Best Practices for HCM V2.600 requires no further settings to the standard version. If you would like to make changes, refer to the procedure for the location in the backend system.
Procedure
1. In the SAP HCM System choose:
SAP IMG Menu Personnel Management: Employee Self-Service ® Service-Specific Settings ® Career and Job ® Skills
Transaction SPRO (IMG Customizing)

2.3.9 Workset: Travel Management
Technical name: com.sap.pct.erp.ess.area_travel_expenses
Use
In the Employee Self-Service application Travel and Expenses, employees can perform several tasks for themselves and (if they have authorization) for other employees. This includes:
• Review all trips and expenses
• Assign Credit Cards (not in scope)
• Create Travel Requests
• Book flights, train tickets, hotels, and rental cars
• Create travel expense reports
• Access Travel Information from CompanyTIP - (not in scope)
• Perform Route Planning – (not in scope)

To use Travel Management and its customizing in the backend system, Travel must be activated in the backend system. Otherwise, you will not see any Travel Management entries in the IMG customizing path.

SAP Best Practices for HCM V2.600 does not deliver travel functionality in the core ERP processes. However, with relatively few additional settings as part of the N06 configuration guide, you can enable the travel functionality and use the portal. The next sections explain how to do this.
2.3.9.1 Activate Travel Management Customizing
Procedure
1. In the SAP HCM System choose:
SAP IMG Menu Activate SAP ECC Extensions
Transaction SPRO (IMG Customizing)
2. Choose Business Function EA-TRV and change the Status to ON.
3. Choose Business Function EA-FIN (Financials Extensions) and change the Status to ON.
4. Choose Save.
5. Choose Activate.
2.3.9.2 Set Up Trip Numbers
Procedure
1. In the SAP HCM system choose:
SAP IMG Menu Financial Accounting → Travel Management → Set up trip number ranges
Transaction SPRO (IMG Customizing)
2. If you are working with SAP Best Practices for HCM V2.600, choose Personnel Area 1020.
3. Choose Change Intervals.
4. Choose Insert Interval.
5. Make the following entries:
Number Range From To
01 0000000001 9999999999
6. Choose the Add button.
7. Choose Save.
8. Repeat this task for the personnel areas in which your employees have been created.
2.3.9.3 Create Infotype 0017 Travel Privileges
Use
To avoid the error message Infotype 0017 does not exist for dd.mm.yyyy in the portal, execute this step.
Procedure
1. In the SAP HCM System choose:
SAP Easy Access Menu Human Resources → Personnel Management → Administration → HR Master Data → Maintain
Transaction PA30 (Maintain HR Master Data)
2. Choose Personnel No. 91000071 for Alejandro Bishop
3. Select Infotype 0017 Travel Privileges and choose Enter.
4. Choose Create .
5. Set Valid from to 01/01/2006.
6. Set Valid to to 12/31/9999.
7. Choose Save.
8. Repeat for all employees who require travel privileges in the portal.
2.3.9.4 Add Cost Center to Infotype 0001
Use
SAP Best Practices for HCM V2.600 delivers sample employees and a sample organizational structure. In order to create travel requests in the portal, a cost center is required assigned to the organizational unit for which the sample employee(s) work.
Procedure
1. In the SAP HCM System choose:
SAP Easy Access Menu Human Resources → Organizational Management → Expert Mode → Simple Maintenance → Change
Transaction PPOM_OLD
2. On the Organizational Structure / Change screen, from the menu bar, choose Goto  Account Assignment
3. Select the organizational unit Philadelphia and choose the Master Cost Center button.
4. In the Assign Cost Center dialog box, enter Cost Center 1602 (Sales) with Validity 01/01/2007 to 12/31/9999.
5. Choose Save.
2.3.9.5 Configuration Settings for iView All my Trips and Expenses
Use
This service provides an overview of current trips and their status, along with functions for changing or deleting trips.

Using SAP Best Practices for HCM V2.600, you do not need additional settings to the standard version.
2.3.9.6 Configuration Settings for iView Create Travel Request
Integration
Data from the travel request is not transferred to a travel plan as is the case in the SAP ERP system. SAP recommends the following alternatives:
Use online booking for your employees. You then only need Travel Planning and Travel Expenses.
Instead of using online booking, have your employees submit a travel request and then have the complete trip booked by a travel center or travel agency.
When the trip is over, your employees can transfer the travel request data into an expense report.
Use
Employees can use this service to create a travel request (via SAP workflow, for example) that is sent to a manager for approval before the trip is started.
The travel request contains all information the manager needs for deciding whether to approve it:
• General data
• Cost distribution
• Amount of advance (if applicable)
You can also use the travel request as a purchase order at a travel agency. To do this, you create a text form in the editor box, which the employee fills out and uses as an order form.

Using SAP Best Practices for HCM V2.600, you do not need additional settings to the standard version.
2.3.9.7 Create Infotype Records for iView My Travel Profile
Use
Employees use this service to make personal settings that apply to all their trips. The SAP system uses the following infotypes for this:
Infotypes for Travel Profile
Infotype Name of Infotype
105, subtype 0011 Credit card information
0471 + 0475 Flight preferences
0473 + 0475 Rental car preferences
0474 + 0475 Rail preferences
These default settings then apply whenever the employee uses a travel service.
Procedure
1. In the SAP HCM system choose:
SAP Easy Access Menu Human Resources → Personnel Management → Administration → HR Master Data → Maintain
Transaction PA30
2. If using SAP Best Practices for HCM V2.600, enter personnel ID 91000071 (Alejandro Bishop).
3. Enter Infotype 0105 and Subtype 0011, then choose the Create button.
4. On the Create Communication (0105) screen, enter VI9999999999999999 for the ID (you can use any fictitious credit card number).
5. Choose Save.
6. Repeat steps 2 to 5 for the different infotypes listed above, using the following example information:
Infotype Fields to be Filled
0471 Meal: SFML (seafood), Smoker/Non: N, Seat Position: W, Departure Airport: SFO, First Airline: *A
0475 Provider Category: C, Provider: ZE, Customer Program: GC, Customer Number: 12345678
0473 Check Air Conditioning Requested, Transmission Automatic, Add a second and third rental car
0474 Rail preferences, if applicable

2.3.10 Workset: Life and Work Events
Use
The applications in the Life and Work Events area enable you to depict processes that are triggered by various events in your employees’ private and professional lives. These include an employee's new job or a change in his or her employment status. These also include events in an employee's private life that have an effect on HR data, such as the birth of a child or marriage.
You can consolidate many different documents, such as information texts, employee self-service applications, forms, tasks, and background information into a process for such an event by ordering them appropriately. Employees can then work through the documents step by step, and indicate each individual step as completed. Life and Work Events can therefore replace the usual checklists.
The standard system includes the following life and work events:
• My First Days
• Birth/Adoption
• Marriage
• Benefits
• Divorce
• Change in Employment Status
• Terminate Employment
You can use the model processes provided by SAP and adapt them to suit your requirements, or you can create your own processes. You can divide comprehensive processes into separate blocks and assign the iViews, in the order you require, to these blocks.
The standard system contains a variety of iViews with HTML content that you can use as templates for your own HTML documents. You can replace individual HTML pages with your own content. At this time, the sample HTML pages are only available in English.

Using SAP Best Practices for HCM V2.600, you do not need additional settings to the standard version. The default pages are used as-is.
2.3.11 Workset: Corporate Information → Organizational Information
Technical name: com.sap.pct.erp.ess.area_corporate_info
Use
In this area, you can store documents and services that comprise general information about your enterprise. Documents that you can store in this area include security regulations and the general code of conduct in place at your enterprise.
Employees can read these documents and then confirm that they are in agreement with the terms and conditions. To do this, employees can select the relevant checkboxes displayed. Employees can also enter their own comments in additional fields. The employee’s selection can be stored in his or her master data.
To integrate such interactive documents in your applications, you can use the interactive forms based on Adobe software technology. This technology enables you to create and edit interactive forms.
The Code of Business Conduct service is provided as an example in the standard SAP system. You can use this service as a template for creating your own applications in this area.
2.3.11.1 Configuration Settings for iView Code of Conduct
Use
To display the code of business conduct for your enterprise in an Employee Self-Service application, you can use an Adobe form that is integrated with the appropriate screen. In addition, the system displays the employee’s personal information such as his or her name and personnel number. Your employees can call the code of business conduct, read it, and then use selection fields or checkboxes to confirm that they have read, and are in agreement with, the terms and conditions. The employee's selection data is stored in the backend system. Employees can also enter their own individual comments.
As standard, the Code of Business Conduct contains the document ISR_FORM_SECC as an example. For Internal Service Requests (ISR), the scenario SECC has been created with the relevant settings to enable the service to be started from the appropriate area page. You can use this scenario as a template. You can replace the standard example document for the code of business conduct with the code of business conduct for your company.
2.3.11.1.1 Define Resources
Use
Procedure
1. In the SAP HCM System choose:
SAP IMG Menu Personnel Management → Employee Self-Service → General Settings → Homepage for Self-Services → Resources → Define Resources
Transaction SPRO (IMG Customizing)
2. Select the entry EMPLOYEE_CORPORATE_CONDUCT_SERVICE05

3. In the URL Parameter field, enter SCENARIO=SECC.

The Scenario SECC will be displayed. The default is SCENARIO=SECC&MODE=CREATE&TRACKING_ID=CODECONDUCT&INITIATOR_ROLE=HRASRD but you will delete the part after SECC.
4. Save your entry and assign it to a customizing transport.
5. Choose Exit.
2.3.11.1.2 Activate Scenario SECC (Code of Business Conduct)
Use
You must activate the scenario SECC to use the form and avoid the error The scenario is not active.
Procedure
1. In the SAP HCM System choose:
SAP IMG Menu Personnel Management → Employee Self-Service → Service-Specific Settings → Company Information → Edit Form for Code of Business Conduct
Transaction SPRO (IMG Customizing)
2. Choose SECC - Code of Business Conduct and double-click Version.

3. Select the This scenario version is active checkbox.

4. Make sure the right form (ISR_FORM_SECC) is used with the right interface (ISR_IF_SECC).
5. Choose Save.
6. Choose Exit.
3 Configuration Settings for MSS

3.1 Configuration in SAP NetWeaver Portal
Prerequisites
• The user file has been uploaded into the portal. (The user Manager has been assigned to the following roles: ERP Common and BP Manager Self-Service. The BP Manager Self-Service role is a copy of the standard Manager Self-Service role delivered with the Business Package). This step is performed in the N03 configuration guide.
• The system aliases as defined in N03 have been assigned to the system:
3.1.1 Workset: Overview
3.1.1.1 Configuration for iView: Approve Time Sheet Data
Use
When the employee enters his working hours, absences, and vacations, this information can be sent to the employee’s manager for approval. Line managers, project leads, and other authorized persons can use this Web application to approve or reject the working times recorded using the Cross-Application Time Sheet (CATS).
Before you can use the functionality in the portal, the field selection for the approval view has to be set up in the backend customizing. The approval workflow and the view and profiles are set up using default values, but the field selection has to be customized. This is described in the following procedure.
Prerequisites
o You are using SAP Cross-Application Time Sheet (CATS).
o SAP Best Practices for HCM V2.600 sets this up in K03.
Procedure
2. In the SAP HCM System choose:
SAP Easy Access Menu
Transaction SIMG_SPORT
3. Choose Manager Self Services (mySAP ERP)  Working Time  Approve Working Time  Define Field Selection for Individual Approval View.
4. On the Change View “Field Selection Attributes”: Overview screen select the entry SLIN1 (SAP Individual Record Line Manager) and choose Field Customizing.
5. On the Change View “Field Customizing”: Overview screen choose the Select fields button.
6. On the Field Selection dialog box, select the Sort Ascending button in the lower left-hand corner.
7. In the Field Selection dialog box move the following fields from the left hand side to the right hand side:
Field Label Disp.length
Personnel Number 8
Attendance or Absence Type 4
Text for Attendance/Absence Type 25
Work Breakdown Structure Element (WBS Element) 24
Text for WBS Element 40
Receiver Order 12
Network number 12
Operation/Activity Number 4
Suboperation 4
Counter for Records in Time Recording 12
8. Choose Continue.
9. Save your entries and go back to the SAP Easy Access Menu.

3.1.1.2 Configuration for iView: Organizational Chart
Use
The Organizational Chart displays the Organizational Data of a company in a graphical view. The iView calls a third-party application that retrieves the data from the backend.

The same application and graphical overview can be called in the backend as follows: enter transaction code PPOME, select your Staff Assignment Structure and choose the Format Structure Graphically button. The third-party application opens and shows the organizational data to which you as a manager are assigned.
In the portal environment three iViews are responsible for the display of the Org.Chart:
o Organizational Chart Link: com.sap.pct.erp.mss.oci_link
o Organizational Chart Launcher: com.sap.pct.erp.mss.oci_launcher
o Organizational Chart Tester: com.sap.pct.erp.mss.oci_tester
By default, the organizational structure is shown in the Organizational Chart Tester iView in XML format. You have to change an iView property to display the graphical view after you have installed the third-party application on your front-end.

This iView is only intended for test purposes, not for productive use. In a productive environment you replace this iView with a third-party vendor’s organizational charting application. This application must be incorporated into an iView in the portal.
Prerequisites
o You have installed a third-party application on your front-end to show the organizational data in a graphical view. (For example OrgPublisher. You can get a trial version from www.aquire.com/products/orgpublisher/)
o You are logged in the portal with the admin user.
Procedure
1. In the SAP NetWeaver Portal choose the following path:
Menu Path in SAP NetWeaver Portal Content Administration -> Portal Content -> Content Provided by SAP -> line_manager -> Manager Self-Service -> iViews -> HCM
2. Double-click the Organizational Chart Tester iView.
3. Scroll down to the XML Tester iView Type property.
4. Change the value for this property from Default to JNET.
5. Save your changes and close the iView.
3.1.1.3 Configuration for iView: Compensation Planning
Use
The com.sap.pct.hcm.ecmmain.planning.ivu iView lets the manager perform salary planning and allocate bonuses and stock options for employees in organizational units in their area of responsibility. The manager can display the actual planning data in addition to the employee data that is relevant for compensation. This enables the manager to create a plan that they can check on a review screen before actually submitting it.
Graphical comparison and summary views are available to support compensation planning.
The diverse configuration options available for displaying data allow you to tailor all planning interfaces and compensation plans to suit your individual needs. For more information, see the Configuration Guide for the Compensation Workset (ECM) in the Settings in the Object and Data Provider for ECM section.
The manager responsible for planning can enter a note for each employee in which he or she can specify why the employee should receive a particularly high bonus or no bonus at all. The manager responsible for the approval can also enter a note for each employee and specify the reasons for rejecting a planned compensation adjustment, for example.

You can integrate the Compensation Planning iView with the Compensation Approval iView com.sap.pct.hcm.ecmmain.approval.ivu
Prerequisites
o You must have set up enterprise Compensation Management in SAP ECC. In particular, you must perform Customizing for the planning and administration of compensation adjustments. For more information, see the Implementation Guide (IMG) for the SAP ECC component Compensation Management under Planning and Administration.
o You must have set up Organizational Management in SAP ECC. For more information, see the Implementation Guide (IMG) for the SAP ECC component Organizational Management.
o You must have set up the Object and Data Provider in SAP ECC. You can find the relevant Customizing settings in the SAP Reference IMG under Integration with Other SAP Components  Business Packages / Functional Packages  Manager Self-Service  Object and Data Provider. For more information, see the documentation for the relevant IMG activity, and under Settings in the Object and Data Provider.
o You must have processed the properties (PCD parameters) for the Compensation Planning and Compensation Approval iViews.
o If you want to implement a enterprise compensation process that is based on workflow, you must have set up the workflow in SAP ECC. You can find the relevant Customizing settings in the SAP Reference IMG under Integration with Other SAP Components  Business Packages / Functional Packages  Manager Self-Service Compensation  Workflow for Compensation Adjustments. For more information, see the documentation for the IMG activity.
Procedure
The following steps are necessary to arrange data flexibly on the interface for Enterprise Compensation Management (ECM). For each individual plan category (salary, bonus, LTI plan), you can store your own settings for the Compensation Planning (ECM) and Compensation Approval (ECM) iViews. You can also store your own settings for each compensation plan.
1. In the V_TWPC_COL (Column Definition) view, you define individual columns.

In the standard system we deliver various columns (for more information, see Settings in the Object and Data Provider, Delivered Columns section). If you want to include additional columns you must define function modules that obtain content for these columns.
2. In this step you group your columns together in column groups. In the V_TWPC_ARRAYTP (Definition of Column Group) view, define the column group. In the V_TWPC_ACOL (Put Columns Together in a Column Group) view, add the columns to this column group.

The column groups ECMSALADJ, ECMBONUS, and ECMLTI are available as standard.
3. You define navigation types in the V_TWPC_NA (Define Navigation Types) view. In this step you also define an evaluation path. The system uses the evaluation path to determine the objects you want to make available to users for selection.

In the standard system navigation type ECMNAV is available.
4. You now define your (own) views for the organizational structure. For this purpose, the V_TWPC_V view is available. You define which evaluation path the system should use to determine employees that have been determined from objects using the navigation type. In addition, you define the column groups that should be used in this view.

The views ECMSAL, ECMBON, and ECMLTI are available as standard

3.1.2 Report Configuration for MSS
3.1.2.1 Set Up Report Launchpad in HCM system
Use
To display a list with all available reports for the manager you can use the Report Launchpad. In this step you execute a program in the backend system to get the sample entries in the launchpad. You also execute a report to convert the MSS standard reports in the ECC system to the Report Launchpad.
You can insert reports in the Report Launchpad from two sources, from the Manager’s Desktop (only ECC reports) and from BW (mostly FI Reports).
Prerequisites
o You are logged in the HCM backend system.
Procedure
1. In the SAP HCM System choose:
SAP Easy Access Menu
Transaction SE38
2. In the ABAP Editor: Initial Screen enter the Program FPB_LP_WRITE_ENTRIES and choose Execute.
3. In the Report FPB_LP_WRITE_ENTRIES screen select the MSS Reporting and MSS with Folders options and deselect the checkbox Test Run.
4. Choose Execute. The sample entries are entered in the Report Launchpad in the portal.
5. Log on to the portal with User manager1 and check if the sample entries are displayed.
6. In the ECC system leave the transaction and go back to the SAP Easy Access Menu.
7. Enter transaction PWPC_CONV_MDT_TO_LPA in the Command field.
8. In the Report to convert MDT table entries to LPA table entries screen, enter the MDT Scenario RPT0 and deselect the Test run checkbox.
9. Choose Execute. The list in the next screen shows the reports which have been added to the Report Launchpad.

Do not forget to select MSS with Folders for the FPB_LP_WRITE_ENTRIES report. Otherwise you may get short dumps while editing the report launchpad, because the reports coming from the Manager’s Desktop do not have folders.
3.1.2.2 Configure Report Launchpad in the HCM System
Use
In the HCM Backend you can configure the Report Launchpad in the way that you define which reports are displayed for the manager, structure them with a folder structure and define if the manager himself can remove or add hidden reports to the launchpad in the portal.
You can also add descriptions to the reports.
Prerequisites
You are logged in the HCM backend system.
Procedure
1. In the SAP HCM System choose:
SAP Easy Access Menu Not accessible via menu
Transaction fpb_launchpad_cust
2. In the Change Customizing of Launchpad you should see the following available reports. These reports have been inserted by default with the reports you have executed in the previous step. You can now define which of these reports you want to make available for the manager and can decided wheather to add further reports:


3. For Best Practices, you should put reports directly in the Inactive Applications folder. They are by default hidden in the application.

3.1.2.3 Configuring Reports in the BI System
Use
In addition to the standard reports referenced in the MSS business package and rendered through portal iviews, additional reports for the manager are set up.
In your SAP BI system, you must activate Queries, Query Views and Web Templates to be able to display the reports in your Reports Launchpad.

This is not a complete configuration. For complete results, talk to your BI consultant.
Prerequisites
The BI system is connected to the backend system. For more information, refer to the BI Connectivity building block in SAP Best Practices for Business Intelligence on the SAP Help Portal.
General settings in the BI system have been configured. For more information, refer to the General Settings for BI Integration building block in SAP Best Practices for Business Intelligence on the SAP Help Portal.
The following InfoProviders have been activated and data has been uploaded. For more information on activating business content, refer to SAP Best Practices for Business Intelligence, release 2.70 on the SAP Help Portal.
Master data and transactional data must be loaded so that the queries will display data.
0CATS_C01
0CATS_C02
0CCA_C11
0CPR_C03 – not in the scope of SAP Best Practices for BI
0FITV_C01
0PA_C01
0PAPD_C01
0PCA_C01
0PT_C01
0PY_MC02 – not in the scope of SAP Best Practices for BI
0WFD_MC01 – not in the scope of SAP Best Practices for BI

For information on BI configuration and data upload, refer to SAP Best Practices for Business Intelligence and perform the steps described in the configuration guides. The following table gives you an overview of the relevant scenarios:
Scenario InfoProvider to be activated and filled
Cross-Application Time Sheet 0CATS_C01
0CATS_C02
Controlling Analysis 0CCA_C11
Travel Management – Travel Expenses 0FITV_C01
Purchasing Analysis 0PA_C01
Personnel Development – Qualifications 0PAPD_C01
Profit Center Analysis (SAP BP for BI, V1.33) 0PCA_C01
Time Management – Time and Labor 0PT_C01

3.1.2.3.1 Activating BW Queries
Procedure

This activity must be performed in the BW system.
1. To activate Business Content: Web Templates, choose the following navigation option:
SAP BI Menu Modeling  Data Warehousing Workbench: Business Content
Transaction code RSORBCT
2. On the Administrator Workbench: Business Content screen, at the top of the right frame, choose one of the following options, depending upon your requirements:
o Grouping  Only Necessary Objects
o Grouping  In Data Flow Before
o Grouping  In Data Flow Afterwards
o Grouping  In Data Flow Before and Aftrwds
3. At the top of the right frame, choose Collection mode and select Collect automatically.
4. In the left frame, select Object types.
5. In the middle frame, expand Query elements, expand Query and double-click Select Objects.
6. In the input help for the Metadata dialog box, select the relevant Queries (see table below).

If technical names are not visible, choose Technical names on/ off (the Puzzle button).
7. Choose Transfer selections.
8. If the Exceeded runtime when collecting objects dialog box displays, choose Continue.
9. At the top of the right frame, choose Install and select Install in Background.
10. If the Merge InfoObjects screen displays, choose Transfer all without dialog.
11. A monitor section displays. Choose Back.
Relevant Queries
Query (technical name)
0PA_C01_Q0110
0PA_C01_Q0103
0PA_C01_Q0104
0PT_C01_Q0101_V02
0PY_MC02_Q0101
0PT_C01_Q0102
0PY_MC02_Q0102
0CCA_C11_Q0082
0CCA_C11_Q0081
0CPR_C03_Q0003
0WFD_MC01_Q0001
0TPL_CPR_C03_Q0003
0WFD_C02_Q0001

3.1.2.3.2 Activating Query Views
Procedure

This activity must be performed in the BW system.
1. To activate Business Content: Query Views, choose the following navigation option:
SAP BI Menu Modeling  Data Warehousing Workbench: Business Content
Transaction code RSORBCT
2. On the Administrator Workbench: Business Content screen, at the top of the right frame, choose one of the following options, depending upon your requirements:
o Grouping  Only Necessary Objects
o Grouping  In Data Flow Before
o Grouping  In Data Flow Afterwards
o Grouping  In Data Flow Before and Aftrwds
3. At the top of the right frame, choose Collection mode and select Collect automatically.
4. In the left frame, select Object types.
5. In the middle frame, expand Query View and double-click Select Objects.
6. In the input help for the Metadata dialog box, select the relevant Queries Views (see table below):

If technical names are not visible, choose Technical names on/ off (the Puzzle button).
7. Choose Transfer selections.
8. If the Exceeded runtime when collecting objects dialog box displays, choose Continue.
9. At the top of the right frame, choose Install and select Install in Background.
10. If the Merge InfoObjects screen displays, choose Transfer all without dialog.
11. A monitor section displays. Choose Back.
Relevant Query Views:
Query View (technical name)
0PA_C01_Q0103_V02
0PA_C01_Q0104_V02
0PT_C01_Q0101_V02
0PT_C01_Q0101_V02
0PT_C01_Q0102_V02
0PY_MC02_Q0102_V02
0WFD_C02_Q0002_V01
0WFD_C02_Q0001_V01



3.1.2.3.3 Activate Web Templates in BI system
Use
In your BI backend you must activate the following Web Templates to be able to display the reports in your Reports Launchpad.
Prerequisites
The BI system is connected to the portal. This activity has to be carried out in the BI system. The Web Templates mentioned here are based on the InfoCubes you may have activated in the prerequisites BI Building Blocks.
Procedure
1. To activate Business Content: Web Templates, choose:
SAP Menu Modeling  Administrator Workbench: Business Content
Transaction code RSORBCT
2. On the Administrator Workbench: Business Content screen, at the top of the right frame, choose Grouping and select Only Necessary Objects.
3. At the top of the right frame, select Collection Mode and choose Collect Automatically.
4. In the left frame, choose Object Types.
5. In the middle frame, expand Web Template (Format SAP BW 3.x) and double-click Select Objects.
6. In the Input help for Metadata dialog box, select the following Web Templates:

If technical names are not visible choose Technical names on/off (the puzzle icon).

iview Web Template Name
Headcount 0TPLS_0PA_C01_Q0110_V02_C
Headcount FTE 0TPLS_0PA_C01_Q0110_V07_C
Cost Center - Costing Blocks 0TPLI_0CCA_C11_Q0081
Budget Consumption Overview 0TPL_MSS_PLANNING
Entries 0TPLS_0PA_C01_Q0103_V02_C
Leavers 0TPLS_0PA_C01_Q0104_V02_C
Illness Rate 0TPLS_0PT_C01_Q0101_V02_C
Illness Costs 0TPLS_0PY_MC02_Q0101_V02_C
Overtime Rate 0TPLS_0PT_C01_Q0102_V02_C
Overtime Costs 0TPLS_0PY_MC02_Q0102_V02_C
Result by Profit Center and Manager 0TPLI_0PCA_C01_Q0023; 0TPLI_0PCA_C01_Q0021
Cost Centers: Cost Blocks 0TPLI_0CCA_C11_Q0082
Cost Centers: Operating Expenses 0TPL_MSS_PLAN_ACT
Cost Centers: Planning Data 0TPL_MSS_ORDERS
Qualifications 0WFD_MC01_Q0001_V01
Internal Order (Created in cProjects): Overall/Actual/Commit 0TPL_CPR_C03_Q0003_V01
Master template ICP 0TPL_BAP_MASTER
MSS Cost Center: Planning 0TPL_MSS_PLANNING
MSS Orders 0TPL_MSS_ORDERS
7. Also, some general templates need to be activated:
Web Template Name
0TPL_BAP_MASTER
0TPL_BAP_MENUBAR_ALL
0TPL_BAP_BUTMENUBAR_ALL
8. Choose Transfer Selections.
9. If the Exceeded runtime when collecting objects dialog box displays, choose Continue.
10. At the top of the right frame, choose Install and select Install in Background.
11. If the screen Merge InfoObject… appears, choose Transfer all without dialog.
12. A monitor section appears. Choose Back.


1. In the view V_PTREQ_TEAM, check the Organizational Group for Approval mode for the Rule to which the manager belongs.
3. Rule grouping is done in feature WEBMO and can be tested for employee using PTARQ
4. Default Org Group provided - MSS_LCA_EE
5. For this Org Group, check the underlying evaluation path (Tcode :SIMG_SPORT, then Manager Self service > Object and data Provider.)
6. In the underlying evaluation paths, check how the employees are related to the Manager.
7. See if the employees are related to manager in the way mentioned in the Eval path.
8. Can also test the evaluation paths using PPSS.
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