Configuring and Customizing Employee and Manager Self ...

1 Martin GilletConfiguring and Customizing Employee and Manager self -Services in SAP ERP HCMBonn 34/5/11 11:50:46 AMContents at a Glance1 Introduction .. 232 SAP NetWeaver Portal .. 393 Backend Configuration .. 754 Background Information on self -Services Configuration .. 1295 Employee self -Services Configuration .. 1456 Manager self -Services Configuration .. 2797 Reporting .. 3518 Human Resources Administrator Role .. 4199 Workflow .. 44310 User Management .. 46711 Authorizations .. 48312 Conclusion .. 523A Appendices .. 525B The Author .. 54/5/11 11:50:47 .. 191 Introduction .. What This Book Will Cover .. 2 What This Book Does Not Cover .. 3 Systems Used to Describe the Configuration .. 3 Assumptions, Prerequisites, and Disclaimer.

2 3 Standard Functionalities Out of the Box Versus Alternatives .. 3 Standard Functionalities .. 3 Employee self -Services (ESS) .. 3 Manager self -Services (MSS) .. 3 Alternatives .. 3 Configuration through the SAP NetWeaver Development Studio (NWDS) .. 3 Configuration through the SAP NetWeaver Portal .. 3 Configuration through the Backend System .. 3 Enhancement Package Concept .. 3 52 SAP NetWeaver Portal .. Web-Enabling HCM self -Services through SAP NetWeaver Portal .. 4 System Patches .. 4 Functionalities Provided by SAP in the Standard Product .. 4 Introduction to Portal Objects: iViews, Pages, Worksets, and Roles .. 4 iViews .. 4 Pages .. 4 Worksets .. 4 Roles .. 4 Setting Up the Portal Content Directory .. 4 Linking Objects.

3 4 Folders Setup .. 4 74/5/11 11:50:47 Object Properties .. 5 iViews .. 5 Pages .. 5 Worksets .. 5 Roles .. 5 Creating Quick Links .. 5 How to Transport Objects .. 5 Transporting with SAP NetWeaver Development Infrastructure (NWDI) .. 5 Transporting Manually .. 6 Portal Layout .. 6 Languages and Portal Translation .. 6 Language .. 6 Portal Translation .. 6 Work Protect Mode .. 6 Other Technical Considerations .. 6 Browser in Use .. 6 Business Server Pages (BSP) Activation .. 6 Portal Sizing .. 7 Population in Scope .. 7 Portal Help .. 7 Portal Troubleshooting and Debugging .. 7 Active Component Framework (ACF) .. 7 Internet Graphical Server (IGS) .. 7 Adobe Document Server (ADS) .. 7 Universal Worklist (UWL) Checklist.

4 7 Conclusion .. 7 43 Backend Configuration .. Homepage Framework .. 7 Object and Data Provider (OADP) .. 7 Internal Service Requests (ISR) .. 7 Homepage Framework Configuration .. 7 Preparing for Configuration .. 7 Implementation Guide Access .. 8 Define Resources .. 8 Define Headers and Area Group Pages .. 8 84/5/11 11:50:47 Define Areas .. 8 Define Subareas .. 9 Define Services .. 9 Mapping between SAP ERP and SAP NetWeaver Portal Configuration .. Object and Data Provider (OADP) Configuration .. Implementation Guide Access .. Transfer Existing Customizing Settings .. Object Provider .. Data Provider .. Define Organizational Structure Views .. Internal Service Request (ISR) Configuration .. Implementation Guide Access.

5 Definition of Scenarios with Specific Customizing .. HCM Processes and Forms .. Conclusion .. 1284 Background Information on self -Services Configuration .. Introduction to Employee self -Services Configuration .. Download Business Packages .. From Internet Transaction Server (ITS) to Web Dynpro .. Different Releases from Employee self -Services .. Past Configuration Options .. self -Services (New) Functionalities .. Access to the Employee self -Services Configuration .. Introduction to Manager self -Services Configuration .. Download Business Packages .. Manager self -Services and the Enhancement Packages .. Different Releases from Manager self -Services .. Access to the Manager self -Services Configuration .. 1415 Employee self -Services Configuration.

6 Address Book: Who s Who .. Selection and Output .. Determine the Document Type .. Maintain Settings .. Refine Employee Search .. 94/5/11 11:50:47 Portal iView Who s Who .. Working Time: Leave Request .. Processing Processes .. Layout of the Web Application .. Business Add-Ins (BAdIs) .. Working Time: Team Calendar .. Create Rule Groups .. Specify Absences to Be Displayed .. Specify Color Display of Absences .. Select Employees .. Define Layout of Team Calendar .. BAdI: Control Processing of Leave Requests .. Working Time: Time Accounts .. Create Rule Groups .. Specify Display of Absence Quotas .. Specify Display of Attendance Quotas .. Specify Calculation of Remaining Leave .. Define Variant for Time Evaluation.

7 Configure Output of Messages .. Business Add-Ins (BAdIs) .. Record Working Time .. Set Up Data Entry Profiles .. Define Field Selection .. Select Allowed Absence Types .. Record Working Time for Concurrent Employment .. Approve Working Time .. Working Time: Clock-In/Out Corrections .. Processing Processes .. Layout of the Web Application .. Business Add-Ins (BAdIs) .. Working Time: Time Statement .. Enter the Name of HR Form for Time Statement .. BAdI: Make Settings for Time Statement .. Benefits and Payments: Semiretirement Simulation .. Set Up a Semiretirement Model .. Maintain Default Values for Semiretirement InfoType (Germany) .. Enter Variant for Payroll Program .. Enter HR Form Name .. 104/5/11 11:50:47 Benefits and Payment: Pension Rights Status.

8 Maintain System Parameters .. Statements .. Benefits .. Set Up ESS Parameters .. Define URLs .. Assign URLs to Benefit Plan Types .. Assign URLs to Benefit Plans .. Assign URLs to Investments .. Implement Customer Enhancement for Estimating Contributions .. Implement Customer Enhancement for Filling the Costs and Remarks .. Salary Statement .. Own Data .. Background Information and Important Tables .. Determine Active Subtypes and Make Settings .. Reuse Country-Specific Applications .. Change Default Start Date .. Determine Fields for Business Cards on the Area Page .. Foreign Address Settings .. Additional Useful Information Regarding the self -Services .. Emergency Address .. Country Field Set to Display Only.

9 Delete Button Not Working in self -Service .. Additional Fields and Subtypes for the United States Family/Dependents InfoType .. Multiple Data Record and Date Handling Enhancements .. Past Date Handling .. Career and Job .. Qualification Catalog .. Skills Profile .. Equipment Overview .. Edit Views .. Specify the RFC Connection to the HCM System .. Business Add-Ins .. Travel Management .. Company Information .. 114/5/11 11:50:47 Employee self -Services User Exits .. Alternatives and Additional Configuration .. SAP NetWeaver Development Studio (NWDS) .. Configuration as Alternative through SAP NetWeaver Development Studio (NWDS) .. Configuration through Portal Personalization .. Conclusion .. 2776 Manager self -Services Configuration.

10 Object and Data Provider (OADP) .. Working Time .. Team Calendar .. Attendance Overview .. Approve Working Time .. Employee Data .. Define Wage Types for Annual Salary .. Adjust Periods for Annual Salary .. Filter Absence Records .. Personnel Change Requests .. SAP Recommendation .. Define Employee Groupings .. Define Change Request Types .. Group Change Request Scenarios .. Define Scenario Attributes .. Define Reasons for Special Payments .. Assign Wage Types to Special Payment Reasons .. Set Up Workflows for Personnel Change Requests .. Business Add-Ins .. Recruitment .. Overview of Manager Involvement in SAP E-Recruiting .. Create an RFC Connection to the SAP E-Recruiting System .. Assign SAP E-Recruiting System Names.