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Hcm v1604 overview_en_us Hcm v1604 overview_en_us Presentation Transcript

  • SAP Best Practices forHuman CapitalManagement V1.604 (US)SAP Best Practices
  • General InformationSAP Best Practices for Human Capital Management (HCM) was developed for smalland midsize companies to implement a solution quickly and easily.With a focus on the primary workforce management business processes this packagegives you built-in support for the best business practices across all industriesFunctionalitiesThe SAP Best Practices for HCM V1.604 package supports your business in thefollowing areas : Organizational Management Personnel Administration Benefits Administration Time Management Payroll Administration HCM Reporting
  • Workforce ManagementBaseline Workforce TimeManagementWorkforce ReportingPrinting FormsExternal Financial AccountingEnterprise StructureBasic Overhead Cost ControllingMaterials ManagementSales and DistributionTime EntryTime AdministrationTime Processing - CATSTime Evaluation ProcessingSAP Best Practices for HCM V1.604 (US) SolutionScopeLeave of Absence AdministrationOrganizational Change AdministrationMaintain Organizational StructurePersonnel Administration for Limited HCMNew Hire/Rehire AdministrationEmployee Separation AdministrationMaintain Employee InformationWorkforce BenefitsAdministrationBenefits AdministrationBenefits Enrollment and AdministrationPeriod End Closing for HCMSAP ERP Reporting for HCMWorkforce PayrollAdministrationFMLA ProcessingPayroll and Post Payroll ProcessingRetroactive Payroll ProcessingOffcycle Payroll Processing View slide
  • Industry-Specific Scenarios (1 of 2)SAP BP for HCM V1.604 (US) provides the following cross-industry-specific scenarios: 560: Maintain Organizational Structure 562: Personnel Administration for Limited HCM 563: New Hire/Rehire Administration 567: Organizational Change Administration 568: Leave of Absence (LOA) Administration 569: Employee Separation Administration 570: Maintain Employee Information 564: Time Entry 571: Time Administration 572: Time Entry – Cross Application Timesheet (CATS) View slide
  • Industry-Specific Scenarios (2 of 2)SAP BP for HCM V1.604 (US) provides the following cross-industry-specific scenarios: 573: Time Evaluation Processing 565: Benefits Enrollment and Termination 575: Benefits Administration 566: Payroll and Post Payroll Processing 576: Retroactive Payroll Processing 577: Offcycle Payroll Processing 578: FMLA Processing 559: SAP ERP Reporting for HCM 580: Period End Closing for HCM
  • Purpose To complete processing of Organizational Changes as required by theEnterprise.Benefits Organizational structures in the system are kept in alignment with the actualenterprise Employee records are kept in real time alignment with organizational structuresso reports and financial reporting remain timely and accurateKey process flows covered Maintain organizational structurePurpose and Benefits:Maintain Organizational Structure (560)
  • © SAP 2008 / Page 7Purpose Ability to create an employee mini master record for time recording and travelmanagement purposesBenefits Leverage basic HCM to support other SAP functions Enables time recording using the cross application timesheet (CATS)Key process flows covered Create employee mini master record Time Recording using Cross Application Time Sheet (CATS) Approval of Working times Time Sheet: Transfer to Target ComponentsPurpose and Benefits:Personnel Management for Limited HCM (562)
  • New Hire/Rehire Administration (563)Purpose This scenario describes the typical processes used to Hire candidates andRehire employees using Hire Personnel Actions.Benefits The employee master record is created / updated Employee records are kept in real time alignment with organizational changesso time management, payroll, and other functions perform as neededKey process flows covered New Hire / Rehire AdministrationPurpose and Benefits:
  • Organizational Change Administration (567)Purpose Maintain organizational and employee master records as the dynamicEnterprise evolves.Benefits Employee master data records remain current Employee records are kept in real time alignment with organizational changesso payroll is timely and accurate Reports and postings to financials remain accurateKey process flows covered Organizational Change AdministrationPurpose and Benefits:
  • Leave Of Absence Administration (568)Purpose This scenario describes the typical process used when employees take leavesof absence (LOA).Benefits Employee records are kept in real time alignment, so payroll is timely andaccurate. Automated, efficient processing with complete history of employee’stransactions.Key process flows covered LOA AdministrationPurpose and Benefits:
  • Employee Separation Administration (569)Purpose This scenario describes the typical process when an employee has decided toretire from the company or has been separated.Benefits The organizational structures in the system are kept in alignment to the actualenterprise The employee master records are updated, so payroll and benefitsadministration remain accurateKey process flows covered Employee Separation Administration ProcessingPurpose and Benefits:
  • Maintain Employee Information (570)Purpose This scenario describes the typical process used to create and maintainemployee master records which contains all personal data, time data, benefitdata and payroll dataBenefits Employee master record is updated Automated, efficient processing with complete history of employee’stransactionsKey process flows covered Maintain Employee Administration ProcessingPurpose and Benefits:
  • Time Entry (564)Purpose This scenario describes three methods of entering time data. Time Entry – Manual - This scenario describes typical processes tocreate and maintain employee time information using the HR infotypesdirectly. This may be used by administrators when CATS time entry is notin use, or for entering an absence that spans multiple days. It is importantto understand that any entries made here will not be reflected in CATS. Cross-Application Time Sheet (CATS) – CATS is one of the tools usedfor recording time worked by an employee. This scenario describes theentry of time to various absence and attendance types for transfer to theHuman Capital Management (HCM) module. The checks configured inthe HCM module, such as quota entitlements, will be performed at time ofentry using CATS. CATS can also be used to record time to projects andother cost objects for transfer to other SAP modules such as Controlling,Project Systems, and Plant Maintenance. Time Manager’s Workplace - The Time Manager’s Workplace is anoptional user interface for time entry. TMW features a user-friendly andtask-oriented interface for maintaining time data and processing timeevaluation messages. This interface was specifically designed to meetthe needs of time administrators in a decentralized enterprise. The trigger for this activity is typically a manual time card submitted to themanager or time administrator. The manual time card may be a papertime sheet, and email message, or other electronic time sheet such as anExcel workbook.Purpose and Benefits:
  • Benefits Enables employees to record working times and tasks Enables time administrators to record working times for employees Enables managers to develop work schedules for employees Enables companies to control time management processes flexibly andefficientlyKey process flows covered Workforce Time Entry Time ManagementPurpose and Benefits, cont’d:Time Entry (564) continued
  • Time Administration (571)Purpose This scenario describes the typical processes used in Time Management to review andprocess quota balances.Benefits Employees of an enterprise may be granted different attendance/absence time-limitedentitlements for vacation leave, sick leave and training days etc. These time-limited entitlements can be maintained in HCM Time Management as - “TimeQuotas”. HCM Time Management - provides an enterprise the ability to -: Get a clear overview of an employees current attendance/absence quota entitlements. See detailed information on quota entitlements that have been generatedautomatically. Have the option of correcting quota entitlements manually. Get a simulated projection of future quota entitlements. Have the ability to print an overview of the projected quota entitlements.Key process flows covered Workforce Time Administration Time ManagementPurpose and Benefits:
  • Time Processing – Cross ApplicationTimesheet (CATS) (572)Purpose This scenario describes additional processing steps necessary for timerecorded using the Cross Application Time Sheet (CATS). It includes thefollowing steps: Allow the supervisor or time administrator to review and approve theemployee’s time. This step may not be necessary depending upon thesettings configured in the CATS data entry profile that was used to recordthe time. Transfer the time to the various SAP modules depending on the datarecorded.Benefits Enables employees to record working times and tasks Enables managers to control all business process concerning an employee Paying the employee Monitoring the progress of a project Creating an invoiceKey process flows covered Workforce Time Processing - CATS Time ManagementPurpose and Benefits:
  • Time Evaluation Processing (573)Purpose This scenario will evaluate employee time including overtime, holiday time,shifts, time off entitlements (quotas), etc. It is recommended that time evaluationalways be processed immediately prior to processing payroll to ensureconsistency in the results.Benefits Employee’s working times are valuated Time evaluation calculates planned times and overtime, administrates timeaccounts and forms wage types, updates time quotas, and is used to checkworking time specifications.Key process flows covered Workforce Time Evaluation Processing Time ManagementPurpose and Benefits:
  • Benefits Enrollment and Termination (565)Purpose This scenario describes the typical process performed by the Human Resourcesdepartment to enroll employees to the available Benefit Plans and then todiscontinue the plans upon departure of the employee.Benefits Employee is enrolled into benefits and retirement savings plans Employee master records are updated, and the payroll deductions are timelyand accurate Benefits vendor interfaces can be processed accurately and timely, thusminimizing confusion and employee coverage updatesKey process flows covered Benefits Enrollment and Termination ProcessingPurpose and Benefits:
  • Benefits Administration (575)Purpose This scenario describes the typical process performed by the BenefitsAdministrator to modify and update, employee’s Benefit Plans information.Benefits Employee benefits plans are updated Employee master record is updated with the qualified life adjustment reasonsKey process flows covered Benefits Administration ProcessingPurpose and Benefits:
  • Payroll and Post Payroll Processing (566)Purpose To calculate the gross and net pay, which comprises the individual payments and deductions that are calculatedduring a payroll period, and are received by an employee Execute and manage payroll processing which encompasses (starting payroll, payroll corrections, remunerationstatements, payroll journal, garnishment reporting, wage type report) Execute bank transfer activities (Data Medium Exchange (DME) Processing and Print Check functionality Execute third party remittance for taxation, benefit vendors and garnishment processing Support management of FMLA using the FMLA workbench Full integration and payroll posting to SAP FI/COBenefits Automated, efficient processing of employees’ payroll Automated processing of banking activities Automated processing of third party remittance Integration with SAP Financials Sample payroll formsKey process flows covered Maintain Master Data and Time Data Run US Payroll Run Simulations and production runs for FI/CO Posting and 3rd Party Remittance Pre-DME, DME Management and check processing Third Party Remittance Posting to FI/CO activities Payroll journal reportingPurpose and Benefits:
  • Retroactive Payroll Processing (576)Purpose To calculate the when there is a change of earnings for the past, payroll results need to berecalculated to correct tax and earnings amounts The system performs a retrocalculation of payroll results when you make a retroactive masterdata change that affects an employees past earnings If you change the master and time data of an HR master record for a pay period for which thepayroll has already run, the existing payroll results must be rechecked during the next regularpayroll run and then included in the payroll again. The system automatically performsretroactive accounting for the payroll past.Benefits Automated calculation of retroactive changesKey process flows covered Retroactive Employee Master Data Change Run US Payroll Run Simulations and production runs for FI/CO Posting and 3rd Party Remittance Pre-DME, DME Management and check processing Third Party Remittance Posting to FI/CO activities Payroll journal reportingPurpose and Benefits:
  • Offcycle Payroll Processing (577)Purpose To complete processing of employee Off-cycle Payroll Run payroll for payments including bonuses and other one-time payments, advancepayments (multiple pay periods), and absence payments (days within a payroll period) Execute a correction payroll when changes have been made to an employees master data Process payroll data for a check that was manually created outside of the system View an employees payroll history Replace payments Reverse payments Adjust W2 data of individual employee during the year end processBenefits Ability to reissue, void, or create payments in a single workbench Automated, efficient processing with complete history of employee’s payrollKey process flows covered Reversal / Void Check ReplacementPurpose and Benefits:
  • FMLA Processing (578)Purpose To complete processing of employee FMLA eventsBenefits Compliance with FMLA requirements Automated, efficient processing with complete history of employee’stransactionsKey process flows covered FMLA ProcessingPurpose and Benefits:
  • © SAP 2008 / Page 24SAP ERP Reporting for HCM (559)Purpose Ability to recognize the most common SAP standard HCM reportsBenefits Allow organizations to perform on demand reporting using the HR ad-hoc querytool Assists organizations with performing audits in HRKey process flows covered Workforce HCM Reporting Flexible HCM Ad-hoc queries Audit Reporting in HCMPurpose and Benefits:
  • Period End Closing for HCM (580)Purpose The closing operations component helps you prepare and carry out the activitiesrequired for daily/month-end, quarterly -end and year-end closing in payroll. For this purpose, the system provides a series of standard reports that can beused to generate evaluations and analyses of payroll. For quarterly and year end closing a number of payroll tax reports can begenerated using tax reporter functionalityBenefits The system helps you to carry out the following: Review payroll results and wage type details Reconcile payroll postings Execute quarterly reports and year end W-2 activitiesKey process flows covered day-end closing, month-end closing Quarterly closing and year-end closing.Purpose and Benefits: