Exercises

Note:
There may not be sufficient time to work
through all the exercises during the course.
The exercises marked Optional should be seen
as supplementary examples that can be used,
time permitting, during the course. Attendees
can also use these exercises after the course,
to consolidate what they have learned.

 SAP AG

© SAP AG
HR505 Organizational Management 9-1
R/3-System

Release 4.0

HR505

Organizational Management

Exercises

Note: There may not be sufficient time to do all of these exercises

during the course. The exercises serve as additional examples
that may or may not be discussed in the course. Attendees can
use them as consolidation material after the course.

© SAP AG
HR505 Organizational Management 9-2
Data Used in the Exercises
Data Data in the Training Data in the IDES System
System
20 Plan versions Plan versions Nos 10 – 20 Plan version No. 10
Organizational unit Organizational unit Organizational unit
per plan version Executive Board per plan Executive Board in plan
version version No. 10
Any persons Any persons Any persons
Matrix type Matrix type Legal Matrix type Legal
Cost center Cost center 1110 Executive Cost center 1110 Executive
Board in Controlling area Board in Controlling area
1000 1000
Project in IMG Project Organizational
Management HR505

© SAP AG
HR505 Organizational Management 9-3
 Unit: Organizational Management - Basics

 Learn the Methodology of Organizational Management

Before you can implement HR application components in your

organization, you must be familiar with the methodology of
Organizational Management.

1. Objects and relationships are the basic planning elements of SAP Personnel planning
and Development. The five basic object types are:

2. What differences are there between an organizational structure and a reporting

structure?

© SAP AG
HR505 Organizational Management 9-4
3. What differences are there between a position and a job.

4. What differences are there between a position and a work center.

5. What are plan versions required for?

6. The planning cycle describes a procedure model in which status features are appended
to information. What statuses exist?

© SAP AG
HR505 Organizational Management 9-5
 Unit: Simple Maintenance

 Create an organizational structure

 Create a job index and a position catalog
 Assign tasks and cost centers
 Create staff assignments

You can create a basic framework for your organizational plan in Simple
Maintenance.

1. Creating organizational units

Create your own plan version in Simple Maintenance – it is set automatically. Create a
number of organizational units and relate them with one another to form a logical
organizational structure (see picture 1).

Specify the start date 01/01/19XX.

2. Creating jobs

Create a number of jobs which you will subsequently use as a basis for your positions.

 Division manager

 Head of department

 Secretary

 Sales executive

 Personnel administrator

 And so on

© SAP AG
HR505 Organizational Management 9-6
3. Job profiles

Assign task groups to your jobs via the job profile.

 Division manager: Management tasks

 Head of department: Management tasks

 Secretary: Secretarial tasks

 Sales executive: Tasks of your choice

 Personnel administrator: Personnel tasks

4. Creating positions

Using your jobs as a basis, create positions for your organizational units: Finance,
Personnel, Sales.

Assign positions to each organizational unit. What relationships does the system create
automatically? Change the object names of individual positions according to the
departments they are assigned to?

5. Assigning cost centers

Assign your organizational plan to cost center 1110 Executive Board of the controlling area
1000.

6. Assigning tasks to positions

Assign a number of special tasks or task groups to your positions. For example, assign the
task group “Project work” to your position personnel administrator and so on.

7. Creating a reporting structure

Create a reporting structure by putting your positions into a hierarchy. In each case, define
one position as the chief position.

8. Assigning persons

Assign persons to your positions. What is the significance of the staffing percentage?

© SAP AG
HR505 Organizational Management 9-7
Picture 1

Test Company
Name of your choice

FINANCE PERSONNEL SALES

Vendors Customers Controlling Payroll Pers.Dev. Europe USA Asia

 SAP AG

© SAP AG
HR505 Organizational Management 9-8
 Unit: Create Other Structures in Simple Maintenance

 Create Other Object Types

 Create a Matrix Organization

Your company has “legal entities”. You must create these. Certain
departments report to two superiors. This means that, in addition to the
existing organizational structure, you require another relationship to a
legal entity.

1. With the exception of the Sales department, your company belongs to the legal entity
Company 505. Sales belongs to the subsidiary Branch 505 (see picture 2).

Create these legal entities in General Structure Maintenance.

2. Then, create the assignments described above in Matrix Maintenance (Matrix type Legal).

© SAP AG
HR505 Organizational Management 9-9
Picture 2

Legal Entity
Company 505

Legal entity
Test Company Branch 505
Name of your choice

FINANCE PERSONNEL SALES

Vendors Customers Controlling Payroll Pers. Dev. Europe USA Asia

 SAP AG

© SAP AG
HR505 Organizational Management 9-10
 Unit: Structural Graphics

 Graphical Display of the Organizational Plan

 Modification of the Organizational Plan Using Structural Graphics

You want to view the data you have created and changed in graphical
format. In addition, you want to make some minor adjustments to the
structure.

1. Views and Settings

Display your organizational structure with positions using Structural Graphics. Adjust the
settings (view options, line types, colors) to suit your requirements.

2. Editing the Structure

Assume you want to make an organizational change in your structure.

Create a new organizational unit Marketing in Structural Graphics.

Insert the existing organizational unit Executive Board under your organizational unit Test
Company. Elevate the organizational unit Executive Board (as shown in picture 3) above the
other organizational units.

Assign a position to a new organizational unit.

Assign holders to the open positions.

© SAP AG
HR505 Organizational Management 9-11
Picture 3

Test Company
Name of your choice

Executive Board

PERSONNEL SALES FINANCE Marketing

Payroll Pers. Dev. Europe USA Asia Customers Vendors Controlling

 SAP AG

© SAP AG
HR505 Organizational Management 9-12
 Unit: Detail Maintenance

 Learn About Detail Maintenance Functions

 Learn to Use Detail Maintenance Functions

Certain detailed information of your organizational plan can only be

created in Detail Maintenance. You want to maintain some of these
infotypes now.

1. What is the difference between the functions Create and Change?

2. What is the difference between the functions Delete and Delimit? What special
considerations are there when you carry out the Delete function?

© SAP AG
HR505 Organizational Management 9-13
3. What is special about the Object infotype (1000)?

4. Relationships

Display all relationships of the organizational unit you have selected. What different display
options are there?

5. Detail Maintenance

Create other infotypes for your objects such as Authorities/Resources and Planned
Compensation.

6. Other Attributes

Create a standard work schedule in Simple Maintenance for your organizational unit Sales.
Define a position as a staff position.

7. Status Features

Create the organizational unit Product Management. Do so using an action. Assign planned
status to the unit. The new unit is a staff department of the Marketing department (see figure
4).
Use the relevant report to change the new organizational unit Product Management to active
status.

© SAP AG
HR505 Organizational Management 9-14
Picture 4

Test Company
Name of your choice

Executive Board

PERSONNEL SALES FINANCE Marketing

Payroll Pers. Dev. Europe USA Asia Customers Vendors Controlling

Product Management

 SAP AG

© SAP AG
HR505 Organizational Management 9-15
 Unit: Reporting

 Start Sample Reports for the 5 Basic Object Types

 Learn to Use the Human Resources Information System

You can request standard reports for the data you have maintained for
your organizational plan. You can also use the Human Resources
Information System for quick and efficient reports on your data.

1. Organizational Structure
Display your organizational structure (with positions).
What information can you show and hide?
2. Job and Position Description
Start the reports for job and position description.
What is the difference between them?
3. Staffing Schedule
Display your staffing schedule.
What information is displayed? What infotypes have to be maintained so that this
information can be displayed?
4. Job Index
Display your organizational structure's job index.
What information is displayed?
5. Structural Reporting
Use report RHSTRU00 to display your organizational structure with positions and persons.
What evaluation path is required for this?
6. HRIS
Start the HRIS and request a report on the number of employees in your organizational
structure or the nationality statistics of your workforce.

© SAP AG
HR505 Organizational Management 9-16
 Unit: Customizing in Organizational Management

 Configure the System in Organizational Management

You now want to configure the Standard System to suit your company's
requirements.

1. Create an Aspect
Create an aspect for your plan version called Z_XX (XX = group number) that contains the
following infotypes:
For the object type Organizational unit:
 Infotype Object
 Infotype Relationship
 Infotype Work Schedule
 Infotype Account Assignment Feature

For the object type Position:

 Infotype Object
 Infotype Relationship
 Infotype Work Schedule
 Infotyp Employee group/subgroup
Check your aspect in Detail Maintenance.
2. Evaluation Path

Create a new evaluation path that displays your organizational units with cost centers and
employees. Positions should not be displayed. Name your evaluation path Z_XX (XX =
group number). Test your evaluation path.

© SAP AG
HR505 Organizational Management 9-17
Solutions

 SAP AG

© SAP AG
HR505 Organizational Management 9-18
R/3 System

Release 4.0

HR505

Organizational Management

Solutions

Note: There may not be sufficient time to do all of these exercises

during the course. The exercises serve as additional examples
that may or may not be discussed in the course. Attendees can
use them as consolidation material after the course.

© SAP AG
HR505 Organizational Management 9-19
 Unit: Organizational Management - Basics

 Learn the Methodology of Organizational Management

Before you can implement HR application components in your

organization, you must be familiar with the methodology of
Organizational Management.

1. Objects and relationships are the basic planning elements of SAP Personnel planning
and Development. The five basic object types are:
Organizational units O
Jobs C
Positions S
Tasks T
Work centers A
2. What differences are there between an organizational structure and a reporting
structure?
The organizational structure shows the organizational hierarchy and the relationships that
exist between the different organizational units.
The reporting structure identifies the authority structures in a company and the relationships
between the different positions and their holders.
3. What differences are there between a position and a job?
A job is a unique classification of organizationally coherent tasks carried out by employees
in a company. Each job has a unique title and job description.
A position is the actual employee assignment, usually carried out by one person. It is
described by the corresponding job and by special additional tasks.
Example
Job Position
Product manager Product manager US Division
Product manager Asia Division.

© SAP AG
HR505 Organizational Management 9-20
4. What differences are there between a position and a work center?

A work center is the physical location or workstation where work duties are carried out with
the help of certain tools. A position is the individual assignment or placement of the person.
Persons are assigned to positions, which in turn are related with work centers. There may be
a 1:1 relationship between position and work center, but it is also possible to assign several
positions to a work center. For this reason, it is not possible to use work centers as
alternatives to positions. They complement each other.

5. What are plan versions required for?

You store information on your organizational plan in a plan version. You may create as
many plan versions as you wish. Different plan versions may be used to store different
scenarios. Only one plan version can be the active or integration plan version. This is
usually the one that reflects the current status and structures in your company. You can use
different scenarios for restructuring purposes, for example, if you wish to experiment by
creating new positions and work centers.

6. The planning cycle describes a procedure model in which status features are appended
to information. What statuses exist?

 Active

 Planned

 Submitted

 Approved

 Rejected

© SAP AG
HR505 Organizational Management 9-21
 Unit: Simple Maintenance

 Create organizational structure

 Create a job index and a position catalog
 Assign tasks and cost centers
 Create staff assignments

You can create a basic framework for your organizational plan in Simple
Maintenance.

1. Creating organizational units

Choose

Human Resources Organizational management

Simple maintenance  Basic org. plan Create

Enter the short name of your organizational unit Executive Board in the field Object
abbreviation. Enter the long text in the field Name. Ensure that the validity period is
01.01.19XX - 31.12.9999. Select the Human resources view and choose Create. The
Change organizational structure window appears with the organizational unit Executive
Board.

To create other organizational units, position the cursor on the superior organizational unit
and choose the function Create. Enter a short and long text in the window that appears and
save your entries each time.

2. Creating jobs

Choose

Human Resources Organizational management

Simple maintenance  Basic org. plan Change

© SAP AG
HR505 Organizational Management 9-22
 Enter your root organizational unit and choose the function Change. The Change
organizational structure screen appears with the organizational units already created.
Choose Staff assignments. The Change staff assignments screen appears. Choose Create
job. Enter a long and short text for the job you wish to create and save your entries. (You
can also create jobs when you set up positions.) Ensure that the validity start date of your
jobs is 01/01/19XX.
3. Job Profiles
On the Change Staff Assignments screen, choose Goto  Job profiles. A list of jobs is
displayed. Position the cursor on the job you wish to edit and choose Assign task. Use the
search function to display the task catalog, from which you can select the required tasks or
task groups. Choose Assign. (If you wish to assign the tasks on a percentage basis, first
choose the function “Percent”.)
4. Creating positions
On the Change Staff Assignments screen, you can create positions. Position the cursor on
the organizational unit to which you wish to assign positions and choose the function Create
positions. In the window that appears, enter the describing job in the top half of the screen
or use the search function. The system automatically enters the long and short text of the
job. You may overwrite these entries. You may also overwrite the number of required
positions. Ensure that the validity start date of your positions is 01/01/19XX.

The system automatically creates the following relationships:

 Organizational unit – Position (A/B 003)

 Position – Job (A/B 007)
5. Assigning cost centers
Choose
Human Rresources Organizational Management
Change account assignment
Enter your root organizational unit and choose Change. The Change Account Assignment
screen appears with the positions, organizational units, and persons you created. Place the
cursor on the organizational unit you want to assign to the cost center and choose Create
assignment. Enter the cost center and controlling area (validity start date 01/01/19xx) and
save your entries. The cost center is displayed in the tree structure.

© SAP AG
HR505 Organizational Management 9-23
6. Assigning tasks to positions
On the Change Staff Assignments screen, position the cursor on the position you wish to
relate with further tasks and choose Task profile. The Change task profile window appears
with the tasks already assigned. Place the cursor on the position and choose Assign tasks.
Use the search function to display the task catalog, from which you can select the required
tasks or task groups. Choose Assign. (If you wish to assign the tasks on a percentage basis,
first choose Percent.)
The system automatically creates the following relationships:

 Organizational unit incorporates Position (B003)

and the coresponding inverse relationship

 Position belongs to Organizational unit (A003)

 Position is described by Job (B007)

and the coresponding inverse relationship

 Job describes Position (A007).

7. Creating a reporting structure

On the Change Staff Assignments screen, position the cursor on the position you want to
edit and choose Goto  Reporting structure. Place the cursor on the position you want to
designate as chief position and choose Create chief. The Create Chief Relationship screen
appears. Confirm this with Save. In the dialog box that appears, you are asked whether you
want to subordinate positions. Choose Yes. A detail selection screen appears in which you
can select individual positions. When you save, the reporting structure is created and you
return to the Change Reporting Structure screen.

If you wish to subordinate positions which do not belong to the organizational unit selected,
you can do so by selecting Edit  Elevate  General.

© SAP AG
HR505 Organizational Management 9-24
8. Assigning persons

On the Change Staff Assignments screen, position the cursor on the position to be occupied
and choose the function Assign holder. In the window that appears, either enter the
personnel number of the holder directly or enter the name and use the search function to
find the number. Ensure that the object type of the holder is P(person) and not US (user).
The validity start date should be 01/01/19XX.

Caution: The assignment will not be automatically entered in infotype 0001 “Org.
Assignment” (HR Master Data) since you are not working in the integration plan version!

The Staffing percentage indicates how much of the employee's actual working time is
spent working in the position.

© SAP AG
HR505 Organizational Management 9-25
 Unit: Detail Maintenance

 Learn the Functions of Detail Maintenance

 Learn to Use the Functions of Detail Maintenance

You must create certain detailed information for your organizational plan
in Detail Maintenance. You want to maintain some of these infotypes
now.

1. What is the difference between the functions Create and Change?

When you create infotypes, you set up new time periods to which information can be
appended. You should create new time periods to store changes that are to be archived (the
old infotype record is delimited accordingly).

When you change infotypes, you change information in periods that already exist. No
archiving takes place. You should only use this function for correction purposes e.g. for
typing errors or to add missing information.

2. What is the difference between the functions Delete and Delimit? What do you have to
consider when you carry out the function Delete?

When you delete an infotype, the entire infotype record is deleted. No archiving takes place.
Only delete infotype records in the event of incorrect entries. When you delete an object, all
other dependent information (attributes, relationships) is deleted too.

You delimit objects when the information is no longer required after a certain date. The
object or infotype record is not deleted, merely delimited from a certain date on. Archiving
is possible. All dependent relationships of the object are also automatically delimited.

© SAP AG
HR505 Organizational Management 9-26
 3. What is special about the Object infotype (1000)?

The Object infotype has time constraint 1 which means that the information must exist for
the complete life cycle of the object. The information can, however, be changed. The
validity period of the object directly affects all other dependent information of the object,
which has the same validity. If you delete this infotype or delimit it, you automatically
delete or delimit all dependent information too.

4. Relationships

Choose

Human Resources Organizational Management

Detail Maintenance  Organizational Unit

Select one of your organizational units. Select the Relationship infotype (status active). You
can display the individual relationship infotypes by choosing List screen or Display
infotype.

5. Detail Maintenance

Choose

Human Resources Organizational Management

Detail Maintenance  Organizational Unit (or Position)

Select an object. Ensure that the validity period is 01.01.1996 - 31.12.9999. Select the
required infotype (status active) and choose Create infotype. Enter data as required. Save
your entries.

6. Other Attributes

Choose

Human Resources Organizational Management

Change attributes

Select your root organizational unit and choose Change. Select the organizational unit Sales
and choose Change attributes. Select a work schedule group using the possible entries help
and select the work schedule group ALL. The average working time is completed
automatically. Mark the work schedule group as standard work schedule and save the
record.

Select a position and choose Change attributes again. Select the indicator Staff and choose
Check. The validity period of the position is automatically proposed. Save your entries. You
return to the tree structure.

© SAP AG
HR505 Organizational Management 9-27
7. Status features

Choose

Human Resources Organizational Management

Tools Object Actions

Enter your plan version and select the object type Organizational unit. Delete the object ID
in the field Organizational unit if necessary. Select the Object infotype (status planned) and
choose the action Create Organizational Unit. Ensure that the validity period is
01.01.19XX - 31.12.9999. Enter the object abbreviation and name for your organizational
unit and save the record. The Relationship infotype (1001) automatically appears with the
relationship A 002 reports (L) to. Enter the superior organizational unit Marketing and save
your entries. Enter a description if required. When you save, the next infotype
Department/Staff appears. Select the Staff indicator for the department. Save your entries.
Since the organizational unit is not to be assigned to a separate cost center, cancel the next
record to return to the initial screen.

To change the status, choose

Human Resources Organizational Management

Tools Object Change status

Enter your plan version and select the object type Organizational unit. Enter the
organizational unit you want to activate, deactivate the test switch and execute the report.

The system displays a list of all dependent infotypes activated with the object and the
message that the status has been changed.

© SAP AG
HR505 Organizational Management 9-28
 Unit: Evaluations and Reports

 Start Sample Reports to Evaluate the Five Basic Object Types

 Use the Human Resources Information System

You can request standard reports for the data in your organizational plan.
You can also report on your data quickly and efficiently in the Human
Resources Information System.

1. Organizational structure

Choose

Human Resources Organizational Management

Reporting Organizational unit Organizational structure With Positions

Enter your root organizational unit in the selection screen and choose Execute.

You can display additional information such as the object abbreviation, ID, the status, and
detailed information on the evaluation path using the corresponding functions.

2. Job and position description

Choose

Human Resources Organizational Management

Reporting Job Description

Select the job you want to report on and choose Execute. The system displays the
requirement and task profiles of the job selected.

© SAP AG
HR505 Organizational Management 9-29
 To call the position description, choose

Human Resources Organizational Management

Reporting Position Description

The following data is displayed:

 Organizational integration

 Holder with staffing percentage

 Approved hours per month

 Super- and subordination

 Task profile

 Requirements profile

 Career and Succession Planning information

3. Staffing schedule

Choose

Human Resources Organizational Management

Reporting Position Staffing schedule

Enter your root organizational unit in the field Organizational unit and choose Execute. The
system displays direct and indirect positions or employees, target and actual work schedule,
and any deficit or excess.

You can display further details by double clicking on any line.

Maintenance of the following infotypes is a prerequisite for the above display:

 Relationship (1001) A002: Organizational unit reports (L) to Organizational unit or

Relationship (1001) B002: Organizational unit is Line superior of Organizational unit

 Relationship (1001) A003: Positions belongs to Organizational unit or relationship (1001)

B003: Organizational unit incorporates Position

 Relationship (1001) A008: holder of position

 Work schedule (either through infotype 1011 or an entry in Customizing).

© SAP AG
HR505 Organizational Management 9-30
4. Job index

Choose

Human Resources Organizational Management

Reporting Job Job index

Select the required job and choose Execute. The system displays the selected jobs and the
number of related positions. Select a job and choose Display positions to display the
position holders and staffing percentage.

5. Structural reporting

Choose

Human Resources Organizational Management

Reporting General Structural reporting

Select object type O and the required root organizational unit. Specify the evaluation path
O_S_P_O. Choose Execute. The report displays the organizational structure including
positions and holders.

6. HRIS

Choose

Human Resources Information system

HRIS

Enter your root organizational unit and choose Start. In the toolbox that appears, double
click on Number of employees. This starts the report and the system displays an overview of
the employees in your organizational structure. The report Nationalities is under
Administration.

© SAP AG
HR505 Organizational Management 9-31
 Unit: Customizing Organizational Management

 Configure the Organizational Management System

You want to configure the Standard System to suit your company's

requirements.

1. Creating an Aspect

Choose

Tools Business Engineer Customizing

Choose the project Organizational Management HR505 by double clicking it. The
Implementation Guide (IMG) appears.

Expand the following nodes in the IMG:

Personnel Management  Organizational Managment  Basic Settings  Maintain

Aspect

Choose New entries and enter Z_XX and a long text in the table. Save your entries.

Click on the pushbutton in front of your aspect and choose Plan versions per aspect. Choose
New entries and enter an aspect name and your plan version. Save your entries.

© SAP AG
HR505 Organizational Management 9-32
 Choose Object/infotypes per aspect and the New Entries. The following entries are required:

Aspect Name OType Otyp Text Infotyp Infotype text

Z_XX Aspect Gr.XX O Org.unit 1000 Object

Z_XX Aspect Gr.XX O Org.unit 1001 Relationship

Z_XX Aspect Gr.XX O Org.unit 1011 Work schedule

Z_XX Aspect Gr.XX O Org.unit 1008 Acct.Ass.Features

Z_XX Aspect Gr.XX S Position 1000 Object

Z_XX Aspect Gr.XX S Position 1001 Relationship

Z_XX Aspect Gr.XX S Position 1011 Work schedule

Z_XX Aspect Gr.XX S Position 1013 EE group/subgroup

Save your entries. Click the yellow arrow to return to your starting point.

Go to Detail Maintenance and check whether the required infotypes are displayed for the
object types.

2. Evaluation path

Choose

Tools Business Engineer Customizing

Choose the project Organizational Management HR505 by double clicking it. The IMG
appears.

Expand the following nodes in the IMG:

Personnel Management  Organizational Managment  Basic Settings  Maintain

Evaluation Path

You can either copy an existing evaluation path or create a new one by choosing New
Entries. Enter a name and a long text and save your entries.
Select your evaluation path and choose Evaluation path (individual maintenance). Choose
New Entries.

© SAP AG
HR505 Organizational Management 9-33
A possible solution might look like this:

No OType A/B Rel. Rel. name Prio Type rel'd obj. Skip

10 O A 011 Cost center assnmt * K

20 O B 003 Incorporates * S X

30 S A 011 Cost center assnmt * K

40 S A 008 Holder * P

50 O B 002 Is line superior of * O

Save your entries. Click the yellow arrow to return.

Go to General Reporting and start the report Structural reporting. Select your organizational
unit Test Company as the root organizational unit and start the report with your evaluation path .

© SAP AG
HR505 Organizational Management 9-34