SAP Human Resources HR HR

Agenda : Project Start Up ... Introduction Welcome Agenda HR Overview Application Components Questions & Answers

Introduction

Welcome

Agenda

HR Overview

Application Components

Questions & Answers

SAP -- The Overall Picture 03 Graphical User Interface Open System Integrated Solution Client/Server Architecture Multinational Use Comprehensive Functionality Business Engineering ABAP/4 R/3 Client / Server FI Financial Acctg. CO Controlling AM Asset Mgmt PS Project System WF Workflow MM Materials Mgmt HR Human Resources SD Sales PP Production Planning QM Quality Mgmt PM Plant Maint. IS Industry Solutions

SAP R/3 Functionality Global Integration Scalability & Performance State of the Art Technology (WF, Internet) Standard Product Development Multi- Currency Multi-country Payrolls Internet Logistics FinanciaIs EIS Office Integration Security Management Workflow Mail Imaging System Management Payroll Time Management Travel Expenses Master Data Compensation manage- ment Personnel cost planning Org. Manage- ment Recruitment Workforce planning Benefits Reporting Analysis Personnel Development Incentive wage Training & Event Industry Solution HR information system

HR - Functionality Reporting (PA) Personnel Administration (PD) Personnel Planning & Development Personnel Cost Planning Training & Events Management Organization and Position Planning Career & Succession Plan Shift Planning Qualifications & Requirements Compensation Management Accounting Logistics HR Recruitment Travel Management Payroll Time Management Master Data Benefits

(PA) Personnel Administration

(PD) Personnel Planning & Development

Organizational Management Information System Travel Management Payroll Accounting R/3 Training and Event Management 1 8 15 21 28 2 9 16 22 29 3 10 17 23 30 4 11 18 24 31 5 12 19 25 6 13 20 26 7 14 21 27 1 year Travel Management Personnel Management HR Time Management

HR Process - Employee Life Cycle Job / Position Description Travel Expense Qualification Updates Employee Training Career Planning Payroll Recruitment Transfer applicant data to Master data Time & Attendance Promotion, Salary increment, Retirement Vacancy Planning Additional data & benefit info Organisation Management Master Data

Personnel Administration & Planning & Development

Organization Management Planning Objects (e.g. Org. unit, Position, Job, workplace,etc.) Organization plans Reporting Structure Position description Vacancy / Occupancy plans

Planning Objects (e.g. Org. unit, Position, Job, workplace,etc.)

Organization plans

Reporting Structure

Position description

Vacancy / Occupancy plans

Organization Structure Management Managing Information on Departments/ Org Units Tracking of Positions in various departments Maintaining Jobs Generating Graphical Reports of organization structure Reporting relationships, who reports to whom? Multiple reporting !! Vacancy related reports

Managing Information on Departments/ Org Units

Tracking of Positions in various departments

Maintaining Jobs

Generating Graphical Reports of organization structure

Reporting relationships, who reports to whom? Multiple reporting !!

Vacancy related reports

Maintaining PD Master Data PD Organizational Management Creating Organization unit Creating jobs and positions Assigning Cost Centers Assigning persons to positions Detailed maintenance of objects - creating additional relationships Graphical maintenance and reporting

PD Organizational Management

Creating Organization unit

Creating jobs and positions

Assigning Cost Centers

Assigning persons to positions

Detailed maintenance of objects - creating additional relationships

Graphical maintenance and reporting

Advertisement Profile matchup Qualification / Requirement Specificat. Ideal / Actual Vacancy Applicant Correspondence Selection Recruitment Internal External Unsolicited Internet WANTED WANTED Skilled, efficient person for . . . Hiring

Recruitment Processes Vacancies Advertising Receiving Applications Structuring Applicants Recording Applicant Data Selection Process Applicant Actions Applicant Activities Applicant Correspondence Hiring an Applicant Applicant Reports

Vacancies

Advertising

Receiving Applications

Structuring Applicants

Recording Applicant Data

Selection Process

Applicant Actions

Applicant Activities

Applicant Correspondence

Hiring an Applicant

Applicant Reports

Master Data (Information Types Info-Types) Family Pay / Bank details Address/ personal data Organization Assignment Person BANK Qualifications Working time

Personnel Administration - Personal Data Bio-data/ Resume Leave Administration Compensation & Benefits Payroll & Time Data Work Schedule Planning Data Salary Administration Appraisal Many more …...

Bio-data/ Resume

Leave Administration

Compensation & Benefits

Payroll & Time Data

Work Schedule

Planning Data

Salary Administration

Appraisal

Many more …...

Maintaining PA Master Data Individual Infotype maintenance: Contract Elements Monitoring of Dates Family/Related Person Education Other/Previous ERs Cost Distribution Internal Medical Service

Individual Infotype maintenance:

Contract Elements

Monitoring of Dates

Family/Related Person

Education

Other/Previous ERs

Cost Distribution

Internal Medical Service

Maintaining PA Master Data (Contd.) Internal Control Corporate Function Objects on Loan Time Recording Info. Wage Maintenance Company Pension Membership fees Communication PA Reporting through PD Graphical reporting

Internal Control

Corporate Function

Objects on Loan

Time Recording Info.

Wage Maintenance

Company Pension

Membership fees

Communication

PA Reporting through PD Graphical reporting

Electronic Personnel File Management Manage Employee progression in the company Details of employment outside company Family related Information Education details Leave Management Other information like Medical history, equipment provided by company etc.

Manage Employee progression in the company

Details of employment outside company

Family related Information

Education details

Leave Management

Other information like Medical history, equipment provided by company etc.

Time Management Substitution Neg. time recording Vacation Sick Overtime Mixed and Special Forms Time Valuation Payroll Positiv-Erfassung Substitution Overtime approved Vacation Sick Present Time Statement for Employees Pos. time recording from... to... from... to... from... to... from... to... from... to...

Time Management Holiday Calendar Personal Work Schedule Monthly Work Schedule Attendances & Absences Attendance Check Graphical Attendance / Absence Overview Leave Overview / Leave Reporting Attendance and Absence Quotas Activity Allocation

Holiday Calendar

Personal Work Schedule

Monthly Work Schedule

Attendances & Absences

Attendance Check

Graphical Attendance / Absence Overview

Leave Overview / Leave Reporting

Attendance and Absence Quotas

Activity Allocation

CATS: Cross Appl. Time-Sheet CATS Time Sheet CATS HR- Minimaster Authorizations Data entry profile Transfer Approval Time data input Release CO HR PS PM SM MM

Time Management Process TRAINING & EVENT MGMT SUBSYSTEMS PAYROLL ACCOUNTING Cost distribution Time evaluation SAP Time Management PP PM PS CO

Time Management Process Interface with Punching/Swipe Card system Generate attendance reports by individuals, BAU/Department wise or by user specific requirement Leave record management Leave accrual calculation Deductions Maintaining Plant Holiday Calendar Subsequently integrate with Payroll

Interface with Punching/Swipe Card system

Generate attendance reports by individuals, BAU/Department wise or by user specific requirement

Leave record management

Leave accrual calculation

Deductions

Maintaining Plant Holiday Calendar

Subsequently integrate with Payroll

Benefits Administration Savings Plan Insurance Plan Complex Benefits Programs Flexible Benefits Single Step Enrollment Flexibility with Control Unlimited Benefit Plans Health Plan Credit Plan Spending Account Customized Eligibility Rules

SAP Benefits Overview Open enrollment New hire enrollment Life event changes (benefit adjustments) Status changes (benefit adjustments) Participation monitoring Insurability monitor Plan termination COBRA processing Benefits forms processing

Open enrollment

New hire enrollment

Life event changes (benefit adjustments)

Status changes (benefit adjustments)

Participation monitoring

Insurability monitor

Plan termination

COBRA processing

Benefits forms processing

SAP Benefits Overview New Hire Enrollment Process Flow Action - PA 40 Hire Applicant Direct Hire Rehire External Hire US Benefits Default Enrollment if applicable Automatic Enrollment Save General Benefits Information IT 0171 During Action with default values Save Benefits Adjustment reason IT 0378 During Action with Default Adjustment Reason 0001. On the pop-up box select to go to enrollment Benefits Administrator prints Benefits Enrollment Form from SAP Forward Benefits Enrollment Package to employee Receive Benefits Enrollment Form back from employee No Yes Enter New Benefits Elections into SAP Manually (or Custom Program) enroll employee into Default Health Plans Print Benefits Confirmation Form through SAP and forward to employee No Yes Employee enroll online within 30 days No Yes Print Benefits Confirmation Form through ESS END Employee has access to ESS Interface from Fidelity update 401k % on IT 0169

New Hire Enrollment Process Flow

SAP Benefits Overview Master Data Infotypes 0000 - Actions 0001 - Organizational assignment 0007 - Planned working time 0008 - Basic pay 0014 - Recurring payments/deductions 0015 - Additional payments 0021 - Family/related persons 0041 - Date specification 0077 - Additional personal data (Medicare eligibility) 0219 - External organization

Master Data Infotypes

0000 - Actions

0001 - Organizational assignment

0007 - Planned working time

0008 - Basic pay

0014 - Recurring payments/deductions

0015 - Additional payments

0021 - Family/related persons

0041 - Date specification

0077 - Additional personal data (Medicare eligibility)

0219 - External organization

SAP Benefits Overview Benefits Infotypes 0167 - Health plans 0168 - Insurance plans 0169 - Savings plans 0170 - Flexible spending accounts 0171 - General benefits information 0172 - FSA reimbursement 0211 - COBRA qualified beneficiary 0212 - COBRA health plan 0236 - Credit plans 0375 - HCE information 0377 - Miscellaneous plans 0378 - Adjustment reason 0379 - Stock purchase category

Benefits Infotypes

0167 - Health plans

0168 - Insurance plans

0169 - Savings plans

0170 - Flexible spending accounts

0171 - General benefits information

0172 - FSA reimbursement

0211 - COBRA qualified beneficiary

0212 - COBRA health plan

0236 - Credit plans

0375 - HCE information

0377 - Miscellaneous plans

0378 - Adjustment reason

0379 - Stock purchase category

Qualifications and Requirements Administration of Applicant’s / Employee’s Qualifications Administration of Requirements for Job / Position Consideration of Alternative Qualifications/ Requirements Comparison of suitability based on Requirements and Qualification match-up Exemplary qualifications/ requirements catalog Search for a suitable person

Administration of Applicant’s / Employee’s Qualifications

Administration of Requirements for Job / Position

Consideration of Alternative Qualifications/ Requirements

Comparison of suitability based on Requirements and Qualification match-up

Exemplary qualifications/ requirements catalog

Search for a suitable person

Qualification Deficit MS Word Organization Organization Word MS Word Requirements Requirements Desktop Desktop Organization Organization ? ? Qualifications Qualifications MS Word MS Word MS Word MS Word 05/01/-05/05/ 05/01/-05/05/ MS Word MS Word 06/11/-06/15/ 06/11/-06/15/ Prebooking Booking Booking Desktop Desktop Course Course Suitability profile

Training & Event Management English II Lesson 1 Schedule Resources Capacity planning Booking, prebooking, cancellation.... Qualification Updates Correspondence printing Cost Appraisals

Training and Development process support A comprehensive model for T&D process Update the qualifications acquired at the end of training program automatically to attendees Manage training programs Manage resources like OHP / Video Projector, Room facilities, handouts etc. Track information on external resources Automate correspondence generation

A comprehensive model for T&D process

Update the qualifications acquired at the end of training program automatically to attendees

Manage training programs

Manage resources like OHP / Video Projector, Room facilities, handouts etc.

Track information on external resources

Automate correspondence generation

Training & Event Management Maintaining Training Needs Maintaining Training Calendar Creating Business Event groups and types Creating resource types, resources Planning & Scheduling a business event Cost Allocation for a business event Booking attendees (pre-book, firm-book, cancel, waitlist, re-book) Maintaining Procedures infotype for Business events Follow-up of business events Appraisal of business events

Maintaining Training Needs

Maintaining Training Calendar

Creating Business Event groups and types

Creating resource types, resources

Planning & Scheduling a business event

Cost Allocation for a business event

Booking attendees (pre-book, firm-book, cancel, waitlist, re-book)

Maintaining Procedures infotype for Business events

Follow-up of business events

Appraisal of business events

Reports in Training  Attendee list  Prebookings per business event  Attendance Attendances Resources Business events  Resource reservation  Available/reserved resources...  Business event schedule  Business event brochure  Business event prices...

Career and Succession Planning Employee’s career development based on Career models Profile matchup Determination of need for further education Training Plan is suggested Integration with Training and Event Management on courses booking Hit list for most suitable person in Succession planning

Employee’s career development based on Career models

Profile matchup

Determination of need for further education

Training Plan is suggested

Integration with Training and Event Management on courses booking

Hit list for most suitable person in Succession planning

Payroll Accounting Gross payroll accounting with automatic wage calculation Automatic special payments computation Full gross/net retroactive accounting Freely definable payroll form Data exchange with banks, social insurance agencies, etc. Direct integration to FI and CO Online or batch processing

Gross payroll accounting with automatic wage calculation

Automatic special payments computation

Full gross/net retroactive accounting

Freely definable payroll form

Data exchange with banks, social insurance agencies, etc.

Direct integration to FI and CO

Online or batch processing

R/3 Payroll Process Payroll Simulation Employee Data Benefits/Pay Tables Time Management Calculate Payroll Payslip Payroll Results Payroll Reports Release/Start Payroll

Compensation Process Compensation Plan Budgets Compensation Administration Job Evaluation Results Compensation Plan Budgets Salary Survey Results Compensation Policy? Compensation policy cost? Administer compensation awards? Relative value of our jobs? Compensation costs control ? Salaries & Benefits compared to other companies? Compensation Management Overview

Link to a job or a position Job evaluation results (Infotype) Subtypes for multiple evaluation systems Points determine relative worth of each job/position Link to salary structure through Planned compensation Infotype Benchmark job indicator Reporting available Job Evaluation Results

Link to a job or a position

Job evaluation results (Infotype)

Subtypes for multiple evaluation systems

Points determine relative worth of each job/position

Link to salary structure through Planned compensation Infotype

Benchmark job indicator

Reporting available

Used as a control within compensation administration A budget type is linked to a compensation plan Actual compensation costs can be compared to budgeted costs Budgeting Budget/ Planned Compensation/ Actuals $400,000 $320,000

Used as a control within compensation administration

A budget type is linked to a compensation plan

Actual compensation costs can be compared to budgeted costs

Create budgets in planned status Link budgets to organizational units Release a budget to change status to active Active budgets are available to compensation administration $ 500,000.00 $ 100,000.00 $ 75,000.00 $ 25,000.00 $ 25,000.00 $ 175,000.00 Budgets BU BU O O BU O BU O BU BU O O

Create budgets in planned status

Link budgets to organizational units

Release a budget to change status to active

Active budgets are available to compensation administration

Compensation Plan Eligibility Rules Compensation Plan Type Guidelines Category Compensation Process Budget Type Compensation Area Compensation Process Components Basic Pay IT 0008 Recurring Pay/Deds IT 0014 Additional Payments IT 0015 Compensation Stock Plan IT 0382

Salary Car Allowance Housing Allowance Base Pay FIXED Logical grouping of plans for compensation packages and reporting Predefined categories: Fixed Variable Stock Benefits Compensation Plan Types & Categories

Logical grouping of plans for compensation packages and reporting

Predefined categories:

Fixed

Variable

Stock

Benefits

Validity date of plan How the effective date for the award is calculated Calculation data depends on compensation plan category: Calculation base Calculation result or Results model Guideline – optional Compensation Plan Details

Validity date of plan

How the effective date for the award is calculated

Calculation data depends on compensation plan category:

Calculation base

Calculation result or

Results model

Guideline – optional

A rule specifies the criteria for employee participation in a compensation plan Each rule uses criteria such as Hire date or length of sevice Number of hours worked Other: pay scale, pay grade, job, salary,performance User-defined Infotype for eligibility exceptions Eligibility groups further define criteria within a rule Bonus Rule Bonus Group Executive Criteria 06 month service 12 month service Eligibility Rules

A rule specifies the criteria for employee participation in a compensation plan

Each rule uses criteria such as

Hire date or length of sevice

Number of hours worked

Other: pay scale, pay grade, job, salary,performance

User-defined

Infotype for eligibility exceptions

Eligibility groups further define criteria within a rule

Basic Infotypes Compensation Plan Category Infotype Fixed Basic Pay Basic Pay Compensation Stock Plan Compensation History Variable Stock All Recurring Payments Additional Payments

Personnel Cost Planning Cost planning according to organizational units/cost centers as percentage/absolute Simulation of structural changes Survey comparison (e.g national, market survey) Direct Excel link Business graphics presentation Cost preview Determination of actual costs Integration of future changes Target/actual comparison Integration with Controlling (CO)

Cost planning

according to organizational units/cost centers

as percentage/absolute

Simulation of structural changes

Survey comparison (e.g national, market survey)

Direct Excel link

Business graphics presentation

Cost preview

Determination of actual costs

Integration of future changes

Target/actual comparison

Integration with Controlling (CO)

Travel Management Entry of trip data Calculation of Meal Allowance (per diem) Maintain Receipts claim Advance Payment Allowances for stopovers Representation of internal company rules Trip-specific account assignment Nature of applications and authorizations Simulation of statement (to determine refund or reimbursement amount) Integration to Payroll and/or FI/CO

Entry of trip data

Calculation of Meal Allowance (per diem)

Maintain Receipts claim

Advance Payment

Allowances for stopovers

Representation of internal company rules

Trip-specific account assignment

Nature of applications and authorizations

Simulation of statement (to determine refund or reimbursement amount)

Integration to Payroll and/or FI/CO

Reporting Adhoc Query ABAP/4 Report 3rd Party Tools HRIS Ad Hoc Query Available fields Infotype Selection Displ. Field Employment status Infotype 0000: Personnel Actions Infotype 0001: Org. Assignment Infotype 0002: Personal Data Form of address Date of birth Nationality Number of children Initials Last name First name Title Country key City Postal code County Infotype 0007: Planned Working Time Infotype 0006: Addresses

Ad Hoc Query Ad Hoc Query A d hoc query Edit G oto V iew S ystem H e lp E n vironment Query Report Output Field selection From 29.10.1997 to 29.10.1997 Selection Selection field Personnel area City Option From To = = 0001 Detroit Selection result Hits 9 Output fields Personnel number Name of employee or applicant Postal code City House number and street

Thank you

Thank you