SAP
HCM Forms and Processes
Sudhakar Kondapalli
Cogent IBS Inc. 2008. All Rights reserved.
Session Summary
SAP HCM Processes and Forms is the new SAP standard for processing form-based requests requiring an approval. In this session, we will take a detailed look at this framework, features & benefits, system requirements and implementation steps.
Cogent IBS Inc. 2008. All Rights reserved.
What we will cover
What is HCM Processes and Forms framework? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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What is HCM Processes & Forms Framework?
o The next step in the evolution of Personnel Change Requests
(PCRs)
o Offers an efficient way to manage cross-role processes involving
HR Master data.
o Provides greater flexibility and features such as starting a request
by an administrator, saving a draft and analytics
o Is part of the HR administrative services component introduced
in SAP ERP 6.0
o Allows SAP customers to build and execute their own specific
processes irrespective of data, process flow and roles involved.
Cogent IBS Inc. 2008. All Rights reserved.
What is HCM Processes & Forms Framework?
HCM Processes & Forms framework is based on three components
o HR Table Customizing : Eliminates the need for developers to
write and code
o SAP Interactive Forms Software by Adobe : Integrates all business
roles through a user-friendly forms-based interface
o SAP Business Workflow Tool
Cogent IBS Inc. 2008. All Rights reserved.
A Typical HR Request
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Increase Efficiencies with HR Requests
o Capturing data at the source Employee, Manager or an HR
administrator can initiate a request
o Ease of form submission familiar format, clear terminology,
appropriate confirmation and error messages
o Increase accuracy of HR data enhance quality of submitted data
with input assistance, proposed values and real time data validation
o Automatic routing form is routed using workflow setup o Tracking request status track where the request is, who approved
and who modified it last
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Increase Efficiencies with HR Requests Contd
o Reducing data processing load complete and error-free forms
require minimal review and validation before processing
o Fine-tuning the process BI analytics, auditing and monitoring
options can help identify process inefficiencies
o Triggering other processes automatic triggering of subsequent
requests upon completion of current request
o Savings on paper handling save paper by eliminating mailing
and faxing of paper forms
o Withdrawal of a process all users can stop a request as long as
no data has changed in the backend
Cogent IBS Inc. 2008. All Rights reserved.
What we will cover
What is HCM Processes and Forms framework? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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System Requirements
o Requires Personnel Administration Component o Uses Case Management System to store process instances and
objects such as form data, drafts and attachments
o Relies on SAP Business Workflow and Internal Service Request
(ISR)
o Needs SAP NetWeaver Portal 7.0 and SAP Interactive Forms by
Adobe
o Requires SAP NetWeaver BI to access analytics reports on form
processing
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System Requirements
Contd
o Makes most business sense when implemented with MSS o Implementing with ESS enables employee initiated requests o
A well defined Organizational Management(OM) structure with chief positions simplifies implementation of employee searches in MSS and determination of approver in workflow
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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HCM Forms from User Perspective
Standard MSS homepage with PCR and HCM processes and forms
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HCM Forms from User Perspective
The manager selects an employee in MSS
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HCM Forms from User Perspective
The manager selects a process
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HCM Forms from User Perspective
Form is displayed in editable format
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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HR Administrator portal role
o This role provides many useful HR tasks and functions in the
portal including access to HCM processes and forms
o HR administrator can initiate, review, approve and process a
request
o Unlike managers, HR admin. can start a process request for any
employee
o HR admin. has the ability to find any process in the system that
has been started or completed
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HR Administrator portal role
HR Administrators homepage in portal
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HR Administrator portal role
Employee search screen for HR administrator
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HR Administrator portal role
Process search screen for HR administrator
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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HCM Processes and Forms vs PCRs
Feature Initiator HR access to forms Back-end update Save a draft Attachments Update personnel file Custom errors Error tolerance Form data definition Form processing Analytics
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PCR Manager only SAPGUI Final step No No No Coding No Dictionary Manual No
HCM Processes and Forms Any portal user Portal Any step Yes Yes Yes Yes Role-based configuration Yes Infotypes and dictionary Automatic Yes
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Multiple forms per scenario No
What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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SAP Delivered Processes
o SAP provided several standard-delivered sample processes o Do not use sample processes in the production system. Always
copy and modify according to clients needs
o Few Examples of provided samples o SH03 - Change Salary (Change Annual Salary) o SH09 - Change in Working Time o SH10 Transfer o SHI1 - Hiring
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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Configuration of HCM Processes and Forms
Configuration steps for HCM Processes and Forms
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Configuration steps for HCM Processes and Forms
o Step 1 : Create a basic ISR scenario o Step 2 : Create a Form scenario and define form fields o Step3 : Configure back end services o Step4 : Update the ISR Scenario o Step5 : Assign the form scenario to a process o Step6 : Define the start application o Step7 : Configure the form application o Step 8 : Configure workflow
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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Wrap-up
o By implementing HR Processes and Forms, you can achieve
significant savings and improves process efficiencies with HR service requests
o Allows the automation of virtually any HR request o Adds many features that are not available in PCRs such as saving a
draft, handling attachments, error tolerance, and the participation of HR Administrator in all steps of the process
Cogent IBS Inc. 2008. All Rights reserved.
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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References
SAP Service Marketplace: http://service.sap.com/erp Menu Path: SAP ERP Human Capital Management >Workforce Process
Management >HCM Processes and Forms
SAP Online Help: http://help.sap.com Menu Path: SAP ERP >SAP ERP Central Component >Human Resources
>Personnel Management (PA) >HR Administrative Services (PA-AS)
HR Expert Online: Volume 6, Issue 3
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What we will cover
What are HCM Processes and Forms and where are they used? System Requirements for HCM Processes and Forms HCM Processes and Forms from the User Perspective HR Administrator Portal Role HCM Processes and Forms vs PCRs SAP-Delivered Processes Configuration of HCM Processes and Forms Wrap-up References Session Takeaways
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Cogent IBS Inc. 2008. All Rights reserved.
Session Takeaways
1) This framework is replacing PCR as the new SAP standard for form processing 2) If you use SAP ERP 6.0, consider implementing HCM Processes and Forms in your organization
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Q&A
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About Cogent IBS, Inc. Cogent Integrated Business Solutions, Inc. is an SAP focused consulting services company based out of Troy, Michigan, USA. CogSAP08 is a Cogent IBS, Inc. professional development event conducted exclusively for its employees.
No part of this presentation may be published or transmitted in any form without the express permission of Cogent IBS, Inc.
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