This document provides an overview of key concepts in SAP's Organizational Management module, including organizational plans, object types, organizational units, jobs, positions, and infotypes. It describes how these different elements are used to define an organizational structure and maintain related employee data in SAP HCM. Transactions and reports for viewing, maintaining, and reporting on organizational data are also listed.

1. Overview
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Organization Management

2. For more training on SAP HCM, visit our website
www.perfectresource.net
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3. Topics
 Organizational Plan
 Plan Versions
 Object Types
 Organization Units
 Jobs
 Position
 Cost Center
 Persons
 Object Relationship
 Object Infotypes

4. Topics
 Object validity dates
 Time Constraints
 OM integration
 Delimit and Delete function
 Display Object
 Maintain Object
 OM Actions
 Evaluation Path
 OM Object ID
 Standard Reports
 OM Transactions

5. Organizational Plan

6. Plan Version
• You can maintain any number of plan versions.
Plan versions allow you to create several
organizational plans in the system at the same
time. You can simulate and compare various
scenarios using plan versions.
• One of these plan versions represents the active
organizational plan, and is flagged as the active
integration plan version.
• Plan versions exist independently of each other.
They can be created as copies of the original plan,
which you then change and re-evaluate without
modifying the valid plan.

7. Object Types
An organizational plan can be made with many object types,
although the five basic object types are the building blocks

8. Organizational Units

9. Organizational Units
• Organizational Unit: Object type 'O ’
• Organizational units are units of your company
that perform a function. According to how tasks
are allocated in your company, these can be
departments, groups or project teams, for
example.
• You create the organizational structure of your
company by relating organizational units to one
another.

10. Jobs

11. Jobs
• Job: Object type 'C ' (Classification)
• Jobs are assigned tasks and characteristics, which are
then inherited by positions. In this way, they help you
to create positions.
• If you create a new position (Manager of US sales
office, for example), this must be related to the
corresponding job. A job describes a position.
Through this relationship, the position automatically
inherits the tasks and characteristics assigned to the
job. This significantly reduces data entry time, as
tasks and characteristics do not have to be assigned to
each position separately.

12. Positions

13. Positions
• Position: Object type 'S' (Specification)
• Positions are concrete and are occupied by holders
(employees or R/3 users). Positions differ from jobs in
that they are a more specific entity and are usually
attached to organizational units. A job describes a
position but it exists as a general unattached entity. A
typical job in an enterprise is a “manager”. However,
when this job is used to create a position, it can
become a Marketing manager, Sales manager,
Human Resources manager etc.
• Positions can be 100% filled, partially filled or vacant.
• One position may also be shared by several
employees, each working less than full time. For
example, two employees can hold 60% and 40% of
one position.

14. Cost Center

15. Cost Center
 Cost Center: Object type 'K '
 Cost centers are maintained in Financial
Accounting and can be linked to either
Organizational Units or Positions.
 Cost Center assignments are inherited along the
organizational unit structure.

16. Persons

17. Persons
• Person: Object type 'P '
• Persons generally represent employees in your
company and hold positions in Organizational
Management.
• Person characteristics are maintained in Personnel
Administration and are linked to a organizational
plan through their position assignment.
• Infotype 0001 (Organizational Assignment) in
Personnel Administration contains the position
assignment and, if integration is active between
Organizational Management and Personnel
Administration, the defining Job and Organizational
Unit and Cost Center assignment.

18. Object Relationships

19. Object Relationships
• The relationships between basic object types are defined in
the standard system and should not be changed.
• Each standard relationship has a three-digit code.
• You can define your own relationships. The range AAA to
ZZZ is reserved for relationships created by the customer.
• Relationships between objects are reciprocal. If a job
describes a position, then the position, in turn, will be
described by the job. These relationships are distinguished
by the identification A or B.
• It is therefore, only necessary to create a relationship
(through maintenance) in one direction. The inverse
relationship will automatically be created by the system.
• A relationship may also be one-sided. Relationships to
objects of an external object type (cost center in
Controlling, for example), are one-sided, that is, they only
go in one direction.

20. Organizational Units

21. Jobs and Positions

22. Organizational Unit and Position

23. Positions

24. Position and Person

25. Object Infotypes
• You can define particular characteristics for an
object in each infotype.
• Some infotypes can be maintained for all object
types, the object and relationship infotypes, for
example, others are only relevant for particular
object types. The vacancy infotype is only
relevant for positions, for example.
• Not all infotypes are absolutely necessary.
However, they can provide important
information on objects.

26. Object Infotype – Organization Unit
 Infotype 1000 – Object
 Infotype 1001 - Relationship

27. Object Infotype 1000

28. Relationship Infotype 1001

29. Object Infotype - Positions
 Infotype 1000 – Object
 Infotype 1001 - Relationship
 Infotype 1002 – Description
 Infotype 1007 – Vacancy
 Infotype 1008 – Account Assignment
 Infotype 1013 – Employee Group/Subgroup
 Infotype 1005 – Planned Compensation

30. Description Infotype 1002

31. Vacancy Infotype 1007

32. Vacancy Infotype 1007
 The Vacancy infotype lets you flag a position as
vacant, by which we mean that it should be
reoccupied.
 The Vacancy infotype can be created for a position
that is occupied or unoccupied. You can flag an
occupied position as vacant if you know that the
position holder will be leaving the position at some
point in the future (as a result of a promotion or
transfer, for example).
 It is not mandatory to maintain the Vacancy
infotype. If your company does not distinguish
between occupied and unoccupied positions, that
is, you consider all unoccupied positions to be
vacant, you can make the necessary settings in
Customizing. If you want to activate integration
with Recruitment, you need to maintain vacancies
using infotype 1007.

33. Account Assignment Infotype 1008

34. Employee Group/Subgroup
Infotype 1013

35. Planned Compensation –
Infotype 1005

36. Object Infotype – Job
 Infotype 1000 – Object
 Infotype 1001 - Relationship
 Infotype 1610 – US Job Attributes
 Infotype 1051 – Survey Results

37. US Job Attributes – 1610

38. Survey Results – Infotype 1051

39. Object ID
• Every object must be allocated an object ID.
• Object IDs are numeric. They may not be
alphanumeric.
• There are two types of number assignment:
• Internal assignment - the system automatically
allocates the object an object ID from the
corresponding number range.
• External assignment - the user enters the object
ID.
• SAP recommends the use of the internal number
assignment.

40. Object Validity Dates
• Validity dates determine the life-span of an object.
• You must assign a validity period to every object and
every infotype record that you create. By doing this,
you can depict all changes that take place in your
company. In this way, you obtain a dynamic view of
your enterprise.
• The validity of an object’s relationships and attributes
can only exist within the life-span of the object which
is defined in the Object infotype (1000). If an object is
delimited, all of the object’s relationships and
attributes are automatically delimited.

41. Time Constraints
• Time Constraint 1:
An object must have a short name stored for it.
This information must exist uninterrupted, but
can be changed.
• Time Constraint 2:
A position can have a number of Vacancy infotype
records assigned for different periods.
• Time Constraint 3:
The Sales department can be related with a
number of positions simultaneously.

42. OM Integration

43. Functions

44. Functions

45. Delimit and Delete

46. Display Object
 You can display an object using transaction
PP01_DISP
 When you display an object, you will not be able
to change or maintain the infotype data

47. Maintain Object
 You can change data in a infotype by using the below
transactions:
 PO10 – Maintain Organization Unit
 PO13 – Maintain Position
 PO03 – Maintain Job
You can also use transaction PP01 to maintain a
object.

48. Actions
You can create objects using actions. An action is a series of
infotypes
that are presented for editing in a specific order or sequence. You
determine the infotypes and the sequence in Customizing.
Example
• The action for creating a position consists of the following
infotypes:
• Object (IT 1000)
• Relationship to organizational unit, subtype A 003 (IT 1001)
• Relationship to describing job B007 (IT 1001)
• Description ( IT 1002 )
• Department/Staff (IT 1003)
• Authorities/Resources(IT 1010 )
• Relationship to superior position A002 (IT 1001)

49. Evaluation Path

50. Standard Reports

51. OM Transactions
 PP01_DISP – Display Object
 PP01- Maintain Object
 PO10 – Maintain Organization Unit
 PO13 – Maintain Position
 PO03 – Maintain Job
 PPOME – Organization and Staffing Change
 PPOSE – Organization and Staffing Display
 PPOCE – Create root organization unit

52. Reading Material
 To get more information on the Organization
Management module, visit www.help.sap.com,
then click on SAP R/3 and R/3 Enterprise, then
click on English, then click on SAP R/3 Enterprise
Application Components, Human Resources and
Personnel Management (PA) , then
Organizational Management .