CASE STUDY

Human Capital Management

(HCM I) Case Study
This case study explains a Human Capital Management process using
organizational management and personnel administration.

Product MOTIVATION PREREQUISITES

SAP ERP 6.08 This case study represents an Before you use this case study, you
Global Bike introduction to human resource should be familiar with navigation in
related organizational the SAP system.
Level management and personnel
administration in a human In order to successfully work through
Beginner
resource management system on this case study, it is not necessary to
the basis of the HCM (Human have finished the HCM exercises.
Focus Capital Management) module of However, it is recommended.
HCM an SAP ERP G.B.I. 6.0 system.

Authors Hence, the case study is NOTES

Claudia Kroliczek addressed to SAP HCM first-time
This case study uses the Global Bike
Mark Lehmann users. As previous knowledge,
(GBI) data set, which has been
Chris Bernhardt basic principles of ERP as well as
created exclusively for SAP UA
Stefan Weidner navigation fundamentals in an SAP
global curricula.
ERP system are required.
Version In the scenario’s context of the
3.0 HCM case study, a new
department in the GBI company is
Last Update created. Three positions are
July 2016 defined within the new department,
from which two are assigned to
employees in the course of the
case study.

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Process Overview

Learning Objective Understand and perform a Human Resource process. Time 140 min
Scenario In the Global Inc. in Dallas, a new security department will be
equipped with three positions. You, as an employee in Human Resources are
responsible for maintaining the data of the new employees in the system and
for hiring a new employee in the course of a recruiting process. Through
additional training and assessment, the new employee potentially has the
chance to be promoted. This system of double control ensures the transfer of
all changes in the organizational management.
Employees involved Marco Romero (Recruiting Officer)
Sang Cha (Personnel Administration Officer)

You start the process with the creation of three positions for the head of the department, a
security manager and a security guard. Afterwards you define the qualification profiles for the
individual positions as well as their dependencies. Subsequently, the position of the head of the
department is staffed by means of a personnel action. Afterwards you maintain the bank details
and the basic pay of the head of the department. The position of the Security Guard, however, is
posted within a public medium. Thereupon an employee is hired with the intention of a quick
promotion to Security Manager. In order to qualify a Security Guard for the position of the
Security Manager, book for him an advanced training. Before ultimately promoting the employee,
make a full assessment. Finally, you review the changes in the organizational plan.

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Table of Contents
Process Overview ....................................................................................................................... 2
Step 1: Create Positions ............................................................................................................. 4
Step 2: Create Career ................................................................................................................. 7
Step 3: Define Requirements ................................................................................................... 11
Step 4: Hire Employee ............................................................................................................. 13
Step 5: Display Organizational Plan ....................................................................................... 16
Step 6: Post Job Advertisement ............................................................................................... 17
Step 7: Enter Applicant Master Data ...................................................................................... 19
Step 8: Prepare Hiring .............................................................................................................. 21
Step 9: Hiring Applicant .......................................................................................................... 23
Step 10: Proof Hiring ............................................................................................................... 26
Step 11: Maintain Qualification Profile .................................................................................. 27
Step 12: Execute Career Planning ........................................................................................... 28
Step 13: Create an event .......................................................................................................... 31
Step 14: Book the event ........................................................................................................... 33
Step 15: Follow up the event ................................................................................................... 35
Step 16: Execute Career Planning ........................................................................................... 37
Step 17: Prepare Appraisal ...................................................................................................... 38
Step 18: Perform Appraisal ..................................................................................................... 39
Step 19: Transfer of Employee ................................................................................................ 41
HCM I Challenge ..................................................................................................................... 43

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Step 1: Create Positions

Task Create positions within the organizational structure. Time 10 min

Short Description Use the SAP Easy Access Menu to create three positions
for the new security organizational unit.
Name (Position) Marco Romero (Recruiting Officer)

Positions are occupied by employees. If a position is not occupied, it is vacant. Positions

Positions are assigned to organizational units. Example: position administrator
of accounts payable accounting.

To create a position, follow the menu path: Menu path

Human Resources ► Organizational Management ► Organizational

Plan ► Organization and Staffing ► Change

Change the previewed periods to be able to create positions which are valid
for the past. Therefore, please click and enter 1st of the last month as 1st last month
One year
start date. Also enter one year in the future as Preview period.

The positions should be created in the department ### Security, ### being
replaced by your group/computer number. Therefore, please go to the
window Find by on the left side of the screen. There, click on
### Security
Organizational unit and search term, enter the search term ### Security in
the name entry field and press . The search result should be
displayed in the Hit list window on the left side of the screen.

Please choose your organizational unit via double-clicking so that it appears

on the right side of the screen. Highlight your organizational unit and click
on in the context menu. In the upcoming screen Choose Relationship,
please choose Incorporates

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A new position was created underneath your ### Security department. On

the bottom of the screen, the details for the new position are displayed.
There, please enter the abbreviation ### CSM for the position and ### Chief ### CSM
### Chief Security
Security Manager as the name. Please activate the check box Head of own Manager
organizational unit. Head of unit

Enter 1st of the last month as Valid from. If this field should be greyed out, 1st of the last month

please click on Display key date. The functionality should be available

then.

Press enter to update the entered information. The organizational structure

should now look as follows.

If you do not see the columns Code and ID, you can insert them by pressing
and choosing the respective columns. Continue with .

According to the previous procedure, please create two further positions for a
Security Guard and a Security Manager in the Security department. For both

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positions, choose the same date as in the previous step for Valid from. As 1st of the last month
### SG
abbreviation, please choose ### SG and as name ### Security Guard. ### Security Guard

For the third position, please choose ### SM as abbreviation and as name ### SM
### Security Manager
### Security Manager. Press enter to update the information. Your
structure should now look like the following picture.

Save your changes and click on the exit icon to return to the SAP Easy
Access screen.

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Step 2: Create Career

Task Create a career for an employee. Time 10 min

Short Description Use the SAP Easy Access Menu to create a career for an
employee.
Name (Position) Sang Cha (Personnel Administration Officer)

To create a career, follow the menu path. Menu path

Human Resources ► Personnel Management ► Personnel

Development ► Settings ►Current Settings ► Edit Careers

In the screen Career Maintenance, please choose the Plan Version 01 (Current 01
Current Date
Plan) and the current date as the Key Date. Choose . Press to create a
### Security Guard
new career. As the name, please enter ### Security Guard and press .

Back in the Career Maintenance Screen, please select the career you just
created and choose Career ► Change. The graphical editor for maintaining
careers will be opened and enables you to create the career in form of a
network.

The first station of the career is supposed to be a position. To create the

position, please click on the position field in the Node Area on the bottom
right side of the screen and afterwards please click in the Display Area on
the left side of the screen. If the structure search opens in the Choose
Position screen, click on and choose
.
###*

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Otherwise you already are in the Restrict Value Range screen. Enter the
search term ###*.

Select your position ### Chief Security Manager by clicking on it and

confirm your selection with Enter.

Back in the Display Area, you should be able to see a yellow box with the
position.

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In the Node Area, please click on the position sign again to create another
position below the position already created. This time, select the position ###
Security Manager from the path mentioned above. ### Security Manager

Double-click on the position you just inserted and enter duration of 5 years.

Finally, insert another position and choose ### Security Guard from the ### Security Guard
Structure Search. Enter duration of 3 years. The network of the career should
look as follows:

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Please save , close the graphical editor and click on the exit icon to return
to the SAP Easy Access screen.

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Step 3: Define Requirements

Task Define requirements for positions. Time 5 min

Short Description Use the SAP Easy Access Menu to define necessary
qualifications/requirements for positions.
Name (Position) Marco Romero (Recruiting Officer)

In order to define the requirements for a position, follow the menu path: Menu path

Human Resources ► Personnel Management ► Personnel

Development ► Profile ► Change

In the screen Find by, expand Position and click on Search Term.
###*
In the now appearing search screen, please enter ###* into the field With
name in order to find your positions.

Afterwards, click on .

In the lower part of the screen, the results are displayed within the Hit List.
Please choose your position (### Security Manager) via double click.

A list of requirements is displayed in the right part of the screen. Click on

in order to define further requirements for the position.

Change to the tab Abbreviation and Name. Do not change the Object
*
Abbreviation (*), so that all possible qualifications will be displayed and
make sure the Language Key is set to EN. Press Enter to confirm your
search.

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Please choose First Aid Certification and GIAC Security Leadership First Aid Certification
GIAC Sec. L. Cert.
Certification by selecting the individual qualifications. Press to confirm
your selection.

For both entries, please type in Yes in the Proficiency column since these Yes
qualifications imply certificates which employees may receive without
gradation. Label both requirements as Ess by placing a checkmark within the Ess
1st last month
particular qualifications and choose the 1st of the last month as the
beginning.

Please save your data with .

Click in order to return to the SAP Easy Access Menu.

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Step 4: Hire Employee

Task Hire an employee for the new position. Time 15 min

Short Description Use the SAP Easy Access Menu in order to hire an
employee for the new security department.
Name (Position) Marco Romero (Recruiting Officer)

To hire the employee, follow the menu path: Menu path

Human Resources ► Personnel Management ► Administration ► HR

Master Data ► Personnel Actions

Please enter the 1st of the last month as the start date. Make sure that the field 1st last month
Personnel Number is empty and press enter. Following, select the action
Hiring (TE mini master) and enter GBI Dallas as the personnel area, Active
DL00
[1] as employee group and Salaried Employees [U4] as employee subgroup 1
via F4 Help. Then, highlight the action and click on Execute . U4

In the Create Actions screen, find the position ### Chief Security Manager ### Chief Security
Manager
with the F4 help. Then, press Enter to continue.

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Please save your data. You will automatically be taken to the next
Personnel number:
infotype. Write down the Personnel Number of your employee, stated at the
top of the screen in the field Personnel No.

In the Create Personal Data screen, enter a name and a date of birth for Name
Date of Birth
your manager. For Social Security Number (SSN), choose 618253###. Make SSN
sure the gender is chosen in the checkbox. Then, press enter to confirm your
entries. The screen with all data should look like displayed in the following
screen.

Then, save your data. You will automatically be taken to the next
infotype.

In the Organizational Assignment infotype, define EX00 as subarea. Save EX00

the data and choose YES to confirm the selection of your position’s vacancy.

Save the infotype Travel Privileges without any changes.

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In the next window, choose Permanent residence as the subtype for the Permanent residence

infotype Addresses and continue with .

In the Create Addresses infotype, enter optional data for Street. In the City Street
Dallas
field, enter Dallas, select TX as State and postal code 75201. Save your data TX
with . 75201

In the Tax Area screen, please choose TX as tax area and press Enter. TX

Save your data to proceed with the next infotype. The following two
infotypes can be saved without any changes. Choose once again Texas in the
screen tax area. Afterwards save the three tax-views again and accept any
data overrides with a click on .

Save the screen Create Bank Details without any changes. Enter your system
username as required in the last infotype and save once again.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 5: Display Organizational Plan

Task Display the changes you have made to the organizational plan. Time 5 min
Short Description Use the SAP Easy Access Menu to display the modified
organizational plan of the Administration department.
Name (Position) Sang Cha (Personnel Administration Officer)

To display the changes in the organizational plan, follow the menu path. Menu path

Human Resources ► Organizational Management ► Organizational

Plan ► Organization and Staffing ► Display

Please check if your employee is allocated to the ### Chief Security ### Chief Security
Manager
Manager’s position. If you do not see your organizational unit in the
structural view, please search for your organizational unit ### Security in ### Security
the Find by window and open it in the structural view on approval. Now you
should see that your employees are allocated to the right positions.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 6: Post Job Advertisement

Task Post a job advertisement. Time 10 min

Short Description Use the SAP Easy Access Menu to post a job
advertisement.
Name (Position) Marco Romero (Recruiting Officer)

To post a job advertisement, follow the menu path: Menu path

Human Resources ► Personnel Management ► Recruitment ►

Advertising ► Advertisement ►Maintain

In the upcoming screen Postings, please click in order to view all

existing advertisements. In the screen Maintain Advertisements, choose
to create a new advertisement. Assign a new Advertisement
Number by clicking on . As
Recruitment Instrument the company has chosen the Dallas Observer and Dallas Observer
1st last month
the advertisement has been published on 1st of the last month. The 1st following month
advertisement end is planned for the 1st of the following month and the
10.000 USD
publication costs amount 10,000 USD. Enter Advertisement - ### Security Advertisement - ###
Guard as the Text name, replacing ### by your group/computer number. Security Manager

Text for the

Afterwards, please choose to insert the text for the advertisement
advertisement. Enter a text of your choice and save the text by clicking on
. With , go back to the screen Create Posting. Choose to
add the vacant position to your advertisement. Therefore, choose and
###*
enter ###* in the field Find. Highlight your position and press in order to
adopt the entry.

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Save your entries with and click on the exit icon to return to the SAP
Easy Access screen.

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Step 7: Enter Applicant Master Data

Task Enter the master data of an applicant. Time 10 min

Short Description Use the SAP Easy Access Menu to enter the applicant
master data.
Name (Position) Sang Cha (Personnel Administration Officer)

To enter the applicant’s master data, follow the menu path:

Menu path
Human Resources ► Personnel Management ► Recruitment ►
Applicant Master Data ► Initial Data Entry

In the upcoming screen Initial entry of basic data, please select 1st of the last 1st last month
month for Start.

In the area Organizational Assignment, choose personnel area DL00, DL00

FI00
personnel subarea FI00 and applicant group 1. The applicant is assigned to 1
the applicant range salaried employees via F4 help and the personnel officer 2
US1
responsible for the application is Chris Thomas. Please fill out the fields Name and birth date
gender, first name, last name, and birth date with data of your choice.

In the area Application, please search for the previously created job
Advertisement - ###
advertisement Advertisement - ### Security Guard via F4 help. Save your Security Guard
data with .

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In the Create Addresses infotype, enter optional data for Street. In the City Dallas
75201
field, enter Dallas and postal code 75201, country USA and select TX as USA
State. If necessary, use the F4 help. Save your data with . TX

In the screen Create Communication, enter a fictional email address into the
field ID/number (e.g. [email protected]). Save your data
with and write down the applicant number displayed by the system in the
status bar. Confirm any warning messages.

Applicant number: ________________

Click on the exit icon to return to the SAP Easy Access screen.

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Step 8: Prepare Hiring

Task Prepare the applicant’s hiring. Time 10 min

Short Description Use the SAP Easy Access Menu to prepare the
applicant’s hiring.
Name (Position) Marco Romero (Recruiting Officer)

To prepare the applicant’s hiring, follow the menu path. Menu path

Human Resources ► Personnel Management ► Recruitment ►

Applicant Master Data► Applicant Actions

In the screen Applicant Actions please enter the applicant number which you Applicant number
have written down in the task before. The applicant shall be hired beginning
from the first of the last month. Afterwards please highlight the applicant 1st last month

action Prepare for hiring and click on . Prepare for hiring

Save the screen Copy Applicant Actions with all entered data and confirm
the following warning message with Enter. Confirm the warning message
saying that the planned operation lies in the future and close the screen Create
Planned Activity with .

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Click on the exit icon to return to the SAP Easy Access screen.

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Step 9: Hiring Applicant

Task Hire the applicant. Time 10 min

Short Description Use the SAP Easy Access Menu to hire the applicant.
Name (Position) Marco Romero (Recruiting Officer)

To hire the applicant, follow the menu path.

Menu path
Human Resources ► Personnel Management ► Administration ► HR
Master Data ► Personnel Actions

Please enter the first of the last month as the begin date, leave the field 1st last month
Personnel No. empty and confirm with Enter. Choose the personnel action Hiring with Data
Hire Applicant and enter the personnel area DL00, Employee Group 1 and Transfer
DL00
Employee Subgroup U4 in the fields next to the personnel action. Execute the 1
personnel action by clicking on . U4

In the screen Direct Data Transfer, please enter the number of your applicant Applicant number

and click on .

In the screen Create Actions, find the position ### Security Guard with the
help of the F4 help and the search term ###*. ###*

Afterwards, please save your data.

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Write down the new personnel number. Personnel number:

In the screen Create Personal Data, please enter the Social Security Number SSN
(SSN),enter the 9-digit number 918526###. Please press Enter to confirm
your entries. The other personal data have been transferred from the applicant
data base. Please save the entries. Additionally enter Gender.

You can save the screen Create Organizational Assignment without any
changes. Please confirm the upcoming window Delimit Vacancy with .

You can save the screen Create Addresses without any changes. In the
TX
following screen Tax Area, please choose TX as tax area and press Enter.

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Save the infotype Create Residence Tax Area as well as the following two
infotypes without any changes. The status bar indicates that the record has
been created. Afterwards save the three tax-views again and accept any data
overrides.

Save the screen Create Bank Details without any changes. Enter your system
username as required in the last infotype and save once again.

Change the ID/number, for example to [email protected], since Email-address

the status of the person changes from applicant to employee. Save the
following infotype Communications.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 10: Proof Hiring

Task Proof that the applicant was hired. Time 5 min

Short Description Use the SAP Easy Access Menu to proof that the
applicant was hired.
Name (Position) Chris Thomas (Human Resources Manager)

To proof hiring, follow the menu path. Menu path

Human Resources ► Organizational Management ► Organizational

Plan ► Organization and Staffing ► Display

Normally, you should be able to see your organizational unit ### Security in ### Security
the structure view. If not, please search for your organizational unit in the
area Find by to display it I the structure view. Please take care that the Date
and preview period starts on January 1st of the current year and lasts at 1st current year
1 year
least one year.

Now you can see that the hired applicant is assigned to the position ###
Security Guard. The green arrow in front of the position and person means
that the position and the person have not been entered at the beginning of the
Date and preview period, but have been added in the course of time.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 11: Maintain Qualification Profile

Task Maintain the employee’s qualification profile. Time 5 min

Short Description Use the SAP Easy Access Menu to maintain the
employee’s qualification profile.
Name (Position) Sang Cha (Personnel Administration Officer)

To maintain the qualification profile, follow the menu path. Menu path

Human Resources ► Personnel Management ► Personnel

Development ► Profile ►Change

With the help of the window Find by, please search for your employee
working as Security Guard. Therefore, choose Person  Search Term and
type in the last name of your employee in the With name field. Choose your Last Name
employee from the Hit list via double-clicking.

On the right side of the screen, you can see employee’s profile. The tab
Qualifications is still empty as no qualifications for this employee have been
maintained.

Now, please add a qualification by clicking below the table. Choose the
Certification
tab Structure Search and expand Certification. Select First Aid First Aid Certification
st
1 last month
Certification and confirm with . Change the start date to the 1st of the
last month.

Save your entries and click on the exit icon to return to the SAP Easy
Access screen.

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Step 12: Execute Career Planning

Task Execute the career planning. Time 5 min

Short Description Use the SAP Easy Access Menu to execute the career
planning for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)

To execute the career planning, follow the menu path. Menu path

Human Resources ► Personnel Management ► Personnel

Development ► Planning ► Career

Make sure that Person is selected. Enter the personnel number of the Personnel number
employee who is in charge of the ### Security Guard position. As the
reporting period, please choose the current date as the Key date. The planning Current date

criteria shall include qualifications and careers and. Press .

The career planning displays for which positions the qualifications and
potentials of the employee are suitable and which careers the employee may
follow.

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The screen Career Planning presents all positions which the employee could
theoretically fill.

For a detailed comparison of the qualifications of an employee with

requirements of a listed position, please mark ### Security Manager with
the mouse and choose Goto ► Profile Matchup.

In the Display Profile Matchup screen, you realize that the employee can
only meet parts of the position’s requirements. Since a promotion based on
the career regularly takes three years, try to promote the employee on the
basis of his qualifications. In the course of an event, he already acquired the
lacking certificate required for promotion, but this certificate has not been
entered into the system. Click on .

The employee shall be reserved for the position ### Security Manager as he
or she shall follow the career for ### Security Guard. Therefore, please choose
the target position and choose Planning ► Create ► Designation. It shall be
valid from today on. Todays date

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Click on the exit icon to return to the SAP Easy Access screen.

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Step 13: Create an event

Task Create an event. Time 10 min

Short Description Use the SAP Easy Access Menu to create an event. The
missing certificate shall be added.
Name (Position) Sang Cha (Personnel Administration Officer)

To create the event, follow the menu path.

Menu path
Human Resources ► Training and Event Management ► Business
Events ► Business Event Menu

You can see the Business Event Menu for the current plan. There, please
choose GBI Training and Education  Security Training  GBI Security
Training and choose Create without Resources in the context menu being Create without
resources
opened with a right mouse click.

In the screen Create Business Event without Resources, enter Monday of the
last week as the Start date and change the status into Firmly booked. Monday of last week
Change the Name of the event to ### ST and ### GBI Security Training. Firmly booked
Choose the location Dallas in the F4-help. Afterwards, please enter 1 as the
### ST
minimum number of attendees, as the optimum and as the maximum number ### GBI Security
of attendees and save your event. Training
Dallas
1

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In the upcoming screen Create User Schedule, please enter a duration of 3 3 days
21 hours
days and 21 hours in total in the Without pattern tab. The training shall start
on a Monday. Confirm your entries with . Monday

When opening the folder for the Security Training in the Dynamic Business
Event Menu now, you should be able to see the event you just created.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 14: Book the event

Task Book the event. Time 5 min

Short Description Use the SAP Easy Access Menu to book the event for
your employee.
Name (Position) Sang Cha (Personnel Administration Officer)

To book the event, follow the menu path.

Menu path
Human Resources ► Training and Event Management ►Attendance
► Attendance Menu

The attendance menu is structured in the same way as the business event menu
which you got to know in the previous task. Choose your event with the help
of the path GBI Training and Education  Security Training  ###
###
Security Training and choose Book from context menu being opened with a ST
right mouse click. Book

In the upcoming screen Book Attendance: Data, search for your employee,
### Security Guard
who is in charge of the ### Security Guard position, with the help of the F4-
help in the field Person.

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Now, please click on and choose the settlement type Free

of charge. Close the window Fee and Assignment with and go back to
Free of Charge
the Attendance Menu. There, you can see that your employee was booked for
the event.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 15: Follow up the event

Task Follow up the event. Time 5 min

Short Description Use the SAP Easy Access Menu to follow up the event.
Name (Position) Sang Cha (Personnel Administration Officer)

To follow-up the event, follow the menu path.

Menu path
Human Resources ► Training and Event Management ► Business
Events ► Business Event Menu

Hint to be able to successfully follow up an event it is necessary to mark it as

fixed in the SAP system. Additional it is necessary to correct the period of
time for the actual Plan Version.

To correct the period of time for the actual Plan Version, follow the menu path
Settings ► Change Settings on the Menu Bar.

In the screen Change User-Defined Settings change to Dynamic Menus tab January 1st current year
December 31st current
and navigate to Business event menu. Change the Period from January 1st of year
the current year to December 31st of the current year and check Fixed Fixed Date
Date.

Save your entries by clicking on . Return to the Business Event Menu.

Navigate to your event and choose Follow up from context menu being Follow up
opened with a right mouse click. Make sure your employee really participated
in the training.

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Afterwards, please start following up by clicking on in the

screen Follow up Business Event. You are guided to the follow up menu. Set
the Proficiency to Yes. Your employee receives a new qualification in form Yes

of a certificate for attending the security training.

Please save the follow up and click on the exit icon to return to the SAP
Easy Access screen.

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Step 16: Execute Career Planning

Task Execute the career planning. Time 5 min

Short Description Use the SAP Easy Access Menu to execute the career
planning for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)

To execute the career planning, follow the menu path.

Menu path
Human Resources ► Personnel Management ► Personnel
Development ► Planning ► Career

Make sure that Person is selected. Enter the personnel number of the Personnel Number
employee who is in charge of the ### Security Guard position. As the
reporting period, please choose the current date as the Key date. The Current Date

planning criteria shall include qualifications and careers. Press .

For a new, detailed comparison of the qualifications of the employee with

### Security Manager
the requirements of a listed position, please select ### Security Manager
with the mouse and choose Goto ► Profile Matchup.

This time, your employee meets all requirements.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 17: Prepare Appraisal

Task Prepare an appraisal. Time 5 min

Short Description Use the SAP Easy Access Menu to prepare the appraisal
for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)

To prepare the appraisal, follow the menu path.

Menu path
Human Resources ► Personnel Management ► Personnel
Development ► Appraisal ► Create

Choose the Individual Appraisal Individual Performance Appraisal. It shall Individual Performance
Appraisal
be valid for one month from today on. In order to define who should perform One month from today
the appraisal for whom, please choose Supervisor and search for the person on
Supervisor
being in charge of the position of the ### Chief Security Manager in the
Structure Search in the field Person. Afterwards, please press Enter. The To-
Do List with all employees, the Security Manager is able to appraise, is
displayed. Please choose the employee, hired by you before, from the list and
highlight the respective line.

Press to continue.

In the status bar, the message should be displayed.

Click on the exit icon to return to the SAP Easy Access screen.

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Step 18: Perform Appraisal

Task Perform an appraisal. Time 10 min

Short Description Use the SAP Easy Access Menu to perform the appraisal
for an employee.
Name (Position) Sang Cha (Personnel Administration Officer)

To perform the appraisal, follow the menu path.

Menu path
Human Resources ► Personnel Management ► Personnel
Development ► Appraisal ► Edit

In the Edit Appraisals Screens, please choose the Appraisal Model Individual
Individual Performance
Performance Appraisal in the F4-help. Moreover, choose a validity period Appraisal
of today’s date + 1 month. In the Area Objects Involved, choose the employee One month from today
on
being in charge of the ### Chief Security Manager position as the Appraiser
and the employee being in charge of the ### Security Guard position as the ### CSM
Appraisee. Please select the Appraisal Status In Process as a selection
criterion and press . ### SG
In Process

The list in the upcoming screen should include your prepared appraisal.
Please highlight the respective line and press . In the following screen
Individual Performance Appraisal, you can see all goals, the employee shall
reach.

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In order to complete the individual performance appraisal, please fill the row
Ratings with individual appraisals of your choice with a scale ranging from
very good to unsatisfactory. Thereby, you act as the Chief Security Manager.
Ratings
Afterwards, please press .

Click on the exit icon to return to the SAP Easy Access screen.

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Step 19: Transfer of Employee

Task Transfer your employee. Time 5 min

Short Description Use the SAP Easy Access Menu to transfer your employee
to the position of the Security Manager.
Name (Position) Chris Thomas (Human Resources Manager)

To transfer an employee, follow the menu path. Menu path

Human Resources ► Organizational Management ► Organizational

Plan ► Organization and Staffing ► Change

In the screen Organization and Staffing Change you can see the Staff
Assignments for your ### Security department. Your employee hired after the
application process has now the position of the Security Guard.

Now pull your employee with Drag & Drop on the vacant position of the
Security Manager.

This produces the screen Person Assign. Enter the First of the actual month as 1st current month
100%
Valid from 100% as Staffing Percentage. Choose Job Conversion as Action. Job Conversion
Select the position of the Security Guard to set dates for relationship. Compare
Set dates for
your entries with the following screenshot and click on . relationship

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Set the vacancy for the position as Security Guard to the actual date. In addition
you delimit the position as Security Manager to the first of the actual month. To
do so confirm the upcoming dialog with a click on .

You can now see that your employee directly has been moved from the position
of the Security Guard to the position of the Security Manager.

Press to save your changes and click on the exit icon to return to the
SAP Easy Access screen.

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HCM I Challenge

Learning Objective Understand and perform an integrated recruitment Time 75 min

process.

Motivation Having successfully completed the case study Human Capital Management I, you should
be able to perform the following task independently.
Scenario In a growing company, safety needs to be guaranteed not only for buildings, but also for
employees, customer data, company secrets and all facilities. To be prepared for these future
requirements, the security department of Global Bikes is meant to be restructured. For this purpose,
you are supposed to create two new subordinate organizational units within the security department
for the U.S. company code. The first one is called ### Plant Security and is responsible for the
maintenance of security and order for the prevention of dangers and damages threatening the
company and its employees. The second one is called ### IT Security and is responsible for data
security and data safety.
For the management and coordination of your superordinate organizational unit ### Security, the new
position ### Chief of Security is meant to be created. The precondition for the position is a master’s
degree in security management. Since the ongoing ### Chief Security Manager has obtained this
degree via distance learning alongside his job commitments, he will be promoted to this new position.
The position of the ### Chief Security Manager will thus be terminated immediately. Your ###
Security Manager will be removed to the identically named post within the newly created
organizational unit ### Plant Security. Subsequently, please hire a new employee for the still vacant
position of the ### Security Guard in plant security. For ### IT Security, two new positions ###
Senior IT Admin and ### Junior IT Admin will be created. Please fill these positions with two new
employees with pronounced IT affinity. The future holder of the position ### Senior IT Admin
furthermore needs to have a bachelor’s degree in IT security. Both the ### Senior IT Admin and the
position of the ### Chief Security Manager are Head of their own organizational unit. For hiring the
new employees, please use 651783### und 651784### as social security number.
Task Information Since this task is based on the case study Human Capital Management I, you are
allowed to use it for support. It is however recommended to solve this advanced task without support
to test the newly gained knowledge.

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