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Sap HCM

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100% found this document useful (3 votes)
9K views31 pages

Sap HCM

Uploaded by

Ramana Kanth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SAP HCM / HR

SAP HCM (Human Capital Management) Training Tutorials for free of cost by
real time SAP HRexperts. SAP HCM /HR training material is designed to configure
HR module in an easy way step-by-step with screen shots for Consultant as well as
an end user.
SAP HCM (Human Capital Management) is one of the important modules in ERP
SAP. SAP HR (human Resource Management) manages all functions from hiring
an employee to its final termination in organization. It consist various sub
components such as Personnel Management, Organizational Management (OM),
Time Management and Payroll.
SAP HR/ HCM module is integrated with other modules such as Production
Planning, Material Management, Financial Accounting (FI), and Controlling (CO).

Enterprise Structure
1. Define Company
2. Define Company Code
3. Define Personnel Areas
4. Assign Personnel Area to Company Code
5. Define Personnel Subarea
6. Define Employee Groups
7. Define Employee Subgroups
8. Assign Employee Subgroup to Employee Group
Organizational Management
1. Setup Number Assignment for plan versions
2. Maintain Number Ranges in Organizational Management
3. Activate Inheritance of Account Assignment Features
4. Set Up Transport Connection
5. Integration with Cost Distribution
6. Maintain object types
Infotypes: -
1. Infotype menu configuration
2. Create info Groups
3. Maintain Country Info Types
4. Maintain Subtypes
5. Relationship Maintenance
6. Setup integration with personal administration
SAP HCM Personal Administration (PA)
1. Maintain Number Ranges for Personal numbers.
2. Maintain user parameters
3. Define Employee Attributes
4. Set up Personal Action type
5. Maintain personnel actions


How to Create a Company in SAP | Define
Company in SAP FICO
The following tutorial guides you how todefine company in SAP step by
step with screen shots. Let us discuss briefly about company.
Define Company in SAP
About Company in SAP:- Company is theorganizational unit for which
individual financial statements can be drawn according to the relevant
commercial law. A company can comprise of one or more company codes.
A Company has local currencies in which its transactions are
recorded. All company codes within a company must use the same
transaction Chart of accounts and the same Fiscal Year. Creation of
company in sap is optional.
Path to Define Company in SAP :-
SAP IMG Path: SPRO > Implementation Guide for R/3 Customizing
(IMG) > Enterprise Structure > Definition > Financial Accounting
> Define Company
Transaction code to Define Company in SAP :- OX15
Steps for creation of Company:
Step 1 :- Enter Transaction Code SPRO in the commend field and press
enter on the Keyboard

Step 2 :- Next Customizing execute project screen select SAP Reference
IMG

Step 3 :- After Selecting SAP Reference IMG, a new screen IMG Path will
be displayed. Select Define company execute icon for creating a
company

Next Screen will be displayed after selecting the define
company execute icon

Step 4:- Now Select New entries icon and enter the company details

The following details are to be entered for creating a new company
1. Enter 6 character alphanumeric code key that represents the group of
company
2. Enter name of your company
3. In the Detailed information update the address Street name, PO
Box#, Postal code, City.
4. Enter Country Code of the company
5. Enter language key
6. Enter local currency for the company (also known as Company code
currency)
7. Click on Save icon or CTRL+S after updating the required information
Thus new Company ADARSH is created in SAP.

How to create Personnel Areas in SAP
The following training tutorials guides you how to define Personnel Areas in SAP
HR step by step.
SAP R/3 IMG Path : SPRO >> Enterprise Structure >> Definition >> Human
Resources Management >> Personnel Areas

You can create new personal areas by copying existed personal area or creating by
selecting new entries
Select Personnel Area
Click on New Entries

Update the following information
Enter new personnel area key and description
In the personnel areas section update the address fields House
number/street, Postal code, City, Country key,

After updating the information press enter, a pop window will be open for address
details.
Update the address data and click on save icon to save the entries.
Assignment of Personnel Area to Company Code
The following training tutorial guides you how to Assign Personnel Area to
Company Code.
After defining Personnel Area, next step is Assigning the Personnel Area to
Company Code.
SAP R/3 IMG Path : - SPRO > IMG > Enterprise Structure > Assignment >
Human Resources Management > Assign Personnel Area to Company Code
Double click on Assignment of Personnel Area to Company Codes

Click on position button and enter your personnel area and enter

Enter company code in the company code field

Click on save button to save your entries. Successfully you have assigned personnel
area to Company Code.
How to Define Personnel Subareas
Configure Personnel Subareas
SAP R/3 IMG Path : - SPRO > IMG > Enterprise Structure > Definition >
Human Resources Management > Personnel Subareas

Double click on Personnel Subareas and select Create personnel Subareas and
click on choose

In next screen enter your personal area and enter

Click on New Entries

In next screen update the Personnel Subarea key and description

After updating the data, click on save icon to save the entries.
Define Employee Groups and Employee Subgroups
SAP R/3 IMG Path : - SPRO >> Enterprise Structure >> Definition >> Human Resources
Management >> Define Employee Groups

Double click on Employee groups and click on New Entries

In next screen enter the employee group key and description

Click on save icon to save the entries.
Define Employee Subgroup
SAP R/3 IMG Path : - SPRO >> Enterprise Structure >> Definition >> Human Resources
Management >> Define Employee Subgroup

Double click on Employee subgroups and click on Edit employee subgroup

Click on New Entries to define new employee subgroups

In next screen enter the employee subgroup key and description

Click on save icon to save the entries.
Assign Employee Subgroup to Employee Group
Steps to Assign Employee Subgroup to Employee Group
After defining the employee groups and employee subgroups, next step is assigning
the employee subgroup to employee group.
SAP R/3 IMG Path :- SPRO > IMG > Enterprise Structure > Assignment ->
Human Resources Management > Assign employee subgroups to employee groups

Click on New Entries and update the following fields
Enter Employee group key in the EE group field
Enter the Employee subgroup key in the EE subgroup field.
Tick the countries to activate.

Click on save icon to save the entries.

How to Set up Number Assignment for all Plan
Versions
Set up Number Assignment for all Plan Versions
SAP R/3 IMG Path: - IMG > Personnel Management > Organizational
Management > Basic Settings > Maintain Number Ranges > Set Up Number
Assignment for All Plan Versions
Transaction Code: OONC

In next screen enter value in the Value abbr. if you want activate number
assignment for all plan versions or leave this field blank to deactivate .

Click on save icon to save your entries.
Maintain Number Ranges in Organizational
Management
The following tutorial guides you how to Maintain Number Ranges in
Organizational Management
SAP R/3 IMG Path:- IMG > Personnel Management > Organizational
Management > Basic Settings > Maintain Number Ranges > Maintain Number
Ranges
Transaction Code: OONR

In next screen, Click on New Entries to maintain number ranges

In next screen enter the key in the field subgroup and press enter and click on save
icon.

In next screen click on Change Interval

Click on Insert Interval and update the following data.
EX Maintain External number range interval From Number To Number,
and tick the ext check box.
IN - Maintain Internal number range interval From Number To Number

Click on save icon to save entries, ignore warning message and press enter to
continue.
Activate Inheritance of Account Assignment Features
SAP R/3 I MG Path:- SPRO > IMG > Personnel Management > Organizational Management >
Basic Settings > Activate Inheritance of Account Assignment Features
Transaction Code:- OOCINH

In next screen Change view Inheritance of contr. Area in pos.: Overview, enter the following
information

Click on Save icon to save the entries.
Set up pd transport connection OOCR
Set up pd transport connection
SAP R/3 IMG Path: SPRO > IMG > Personnel Management > Organizational
Management > Transport > Set Up Transport Connection
Transaction Code:- OOCR

On the Change View Set Up PD Transport Connection: Overview screen, enter
the following entries.
Group Sem.Abbr. Value Description
TRSP CORR X Transport Switch (X = No Transport)
TRSP STOBJ Redefinition: Standard Transport
Object
TRSP WFOBJ Redefinition: Workflow Transport
Object

Click on Save button to save the entries.
Integration with Cost Distribution
The following tutorial guides you how to Integration with Cost Distribution in SAP
step by step.
SAP R/3 IMG Path :- SPRO > IMG > Personnel Management > Organizational
Management > Integration > Set up Integration for Cost Distribution
Transaction Code :- OOCDIST

In the next screen Change View Integration with Cost Distribution: Overview
update the following information

Click on Save icon to save the entries.
Maintain Object types
SAP R/3 IMG Path :- Personnel Management -> Organizational Management ->
Basic Settings -> Data Model Enhancements -> Maintain Object types

Object Type Object Type Text
A Work Center
C Job
K Cost Center
O Organizational unit
P Person
Q Qualification
S Position

No Configuration required here. SAP standard will be applied.
Infotype menu Configuration Steps SAP HR
The following tutorials guides you how to configure Infotype menu in SAP step
by step. Infotype menu is configured for maintaining and displaying human
resources master data.
SAP IMG Path: SPRO> SAP Reference IMG (F5) >> Personnel Management >>
Personnel Administration> Customizing Procedures >> Infotype Menus
>> Infotype Menu

Infotype menu Configuration steps
Step 1: - Double click on User group dependency on menu and info groups as
shown below screenshot

Next change view User group dependency on menus and info groups: Overview
screen click on new entries

In next screen- Update the following fields
Give the Menu name
Check the user dependency box
Give the reference user group, this can be any two digits code
After entering the data, click on save icon

Step 2: - Go back to main option (Press function key F3) and select Infotype
Menu option and press enter

Next Determine Work Area: Entry screen enter the Infotype Menu and press
enter

Click on New Entries and update the following information
In the user group column enter the user group number as reference user group
In the No column enter the serial no of infotypes

Step 3: - In next step follow the IMG path
SPRO> SAP Reference IMG (F5) >> Personnel Management >> Personnel
Administration> Customizing Procedures >> Infotype Menus >> Determine choice
of Infotype menus
Select User group dependency on menus and info groups, in this table we are not
creating any entries, we are changing the reference group code to user which was
assigned in parameters HR master data (01)

Click on Save icon to save the configured data.
Step 4: - Go back (Press function key F3) and double click on Infotype
Menu option, give the menu key

Click on New Entries and update the following data
Give the reference user group which was created in the above step
In No column enter the infotypes serial No.
In the Menu field enter the menu key

Choose save icon to save the configured data. Successfully you have
configured Infotype Menu in SAP.

How to create Infogroups SAP
Define Infogroups
The following tutorial guides you how to create infogroups step by step in SAP
HCM.
SAP IMG Path: - SPRO > SAP Reference IMG (F5) > SAP Customizing
Implementation Guide > Personnel Management > Personnel Administration >>
Customizing Procedures > Actions > Define Infogroups

In next screen, Double click on User group dependency on menus and info
groups and define

In next screen, click on new entries and update the following fields

Click on save icon to save the data. Go back to main option and double click on
Info groups
Enter your info group key and press enter to continue

Click on new entries and enter the following details
1. Enter the user user reference group
2. Enter the serial no.
3. Operation defines the editing mode which should be used to process the info
type in an action. Standard SAP delivered with certain operations to control
the infotypes performance e.g. as COP, DEL, EDQ, INS. Here we are selecting
INS to create the info group, in the same way we have to create info group for
the separation and change.
4. Enter the info type which needs to appear in the action sequence
5. Specify the sub-type of an info type and it will be defaulted while you run the
action.

Click on save icon to the entries.
Number range intervals for personnel numbers
IMG Path :- SPRO > SAP Reference IMG > Personnel Management > Personnel
Administration > Basic Settings > Maintain number range intervals for personnel numbers
Transaction Code:- PA04

Click on Change interval to maintain number range interval or Click on Status button to check the
existed number range interval.

Click on Insert Interval button

In next screen, enter the following information,

Click on Save icon to save the entries.
Maintain user Parameters SAP
Maintain user parameters
The following training tutorial guides you how to Maintain user Parameters in SAP
step by step.
SAP IMG Path: - SPRO > SAP Reference IMG (F5) >>> Personnel Management
>>> Personnel Administration >>> Basic Setting >>>> Maintain user Parameter.

Select the relevant Country Code and press enter

A message box will be displayed as Parameters created for India . Press enter to
continue

Make Sure Parameters are Created as shown below

Choose the Save icon to save the entries.
Define Employee Attributes in SAP HR
SAP IMG Path: - SPRO >> SAP Reference IMG (F5) >> Personnel Management
> Personnel Administration >> Organisation Data >> Organisation Assignment >>
Define Employee Attributes

select Define employee attributes in next screen relevant country grouping code
and press enter

In next screen maintain the entries under Activity status, Employment status,
Training status
Possible entries under activity status field are
1= Active Employees
2= Retiree
3= Early retiree
4= Part time work for retirees
Possible entries for employment status are
1= Industrial worker/hourly paid worker
2= Salaried employee
3= Civil servant
9= Other
Possible entries under training status are
1= Trainee/apprentice
2= Trained
9= Other

Choose Save icon to save the entries.
SAP Set up Personnel Actions Types
The following SAP HR tutorial guides you how to create personal actions step by
step. Before creating new personal action refer how to define infogroups.
Step 1:- Define Infogroups
IMG Path: - SPRO > SAP Customizing Implementation Guide >> Personnel
Management >> Personnel Administration >> Customizing Procedures >> Actions
>> Define Infogroups
Step 2:- Add the Infotypes to Infogroup with relevant operation
Step 3:- Create the Personnel Actions
IMG Path: - SPRO > Personnel Management > Personnel Administration >
Customizing Procedures > Actions > Setup Personnel Actions

In next screen, double click on Personnel Action Types
SAP delivered
with some standard personnel action types, select those actions types which are
relevant and click on copy as icon

After copying, change Action Code with your own action type and update the
Description with Infogroups.

Click on save icon to save the data. Successfully you have maintained personal
actions types in SAP.
Maintain Personnel Actions
The following training tutorials guides you how to maintain personnel actions in SAP step by step.
SAP IMG Path: SPRO > IMG > Personnel Management > Organizational Management > Basic
settings > Maintain Personnel Actions
On the screen change view Actions (overview): Overview, select action line and click on copy as
icon

Change action key and update the name of your action. Press enter to continue

A pop-up-window displaying to choose the specify objects to be copied. Select Copy all to copy all
entries.

A message will be displayed as Number of dependent entries copied and press enter to continue.

You are back to initial screen, name of the action shows blank. Update the action text again

Select Action and double click on Actions (individual maintenance)

You can see all the copied infotypes and subtypes and you can modify (delete or add new entries) as
per your business needs.

Now you have to link the action with a transaction. Select action and double click on transaction for
actions

Successfully personal actions are maintained in SAP.

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