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Martin GilletConfiguring and Customizing Employee andManager Self-Services in SAP ERP HCM www.sap-press.com356 Book.indb 3Bonn Boston4/5/11 11:50:46 AM

Contents at a Glance1Introduction . .232SAP NetWeaver Portal .393Backend Configuration .754Background Information on Self-Services Configuration .1295Employee Self-Services Configuration . .1456Manager Self-Services Configuration .2797Reporting .3518Human Resources Administrator Role . .4199Workflow .44310User Management .46711Authorizations .48312Conclusion .523AAppendices .525BThe Author .559www.sap-press.com356 Book.indb 54/5/11 11:50:47 AM

ContentsAcknowledgments .191Introduction .231.11.21.31.41.5273030303232333334What This Book Will Cover .What This Book Does Not Cover . .Systems Used to Describe the Configuration .Assumptions, Prerequisites, and Disclaimer .Standard Functionalities—Out of the Box Versus Alternatives .1.5.1Standard Functionalities .1.5.2Employee Self-Services (ESS) .1.5.3Manager Self-Services (MSS) .1.5.4Alternatives .1.5.5Configuration through the SAP NetWeaverDevelopment Studio (NWDS) .1.5.6Configuration through the SAP NetWeaver Portal .1.5.7Configuration through the Backend System . .Enhancement Package Concept .34343435SAP NetWeaver Portal .391.622.12.22.3Web-Enabling HCM Self-Services through SAP NetWeaverPortal .2.1.1System Patches .2.1.2Functionalities Provided by SAP in the StandardProduct .Introduction to Portal Objects: iViews, Pages, Worksets,and Roles .2.2.1iViews .2.2.2Pages .2.2.3Worksets .2.2.4Roles .Setting Up the Portal Content Directory . .2.3.1Linking Objects . .2.3.2Folders Setup . .www.sap-press.com356 Book.indb 7404143464747484848494974/5/11 11:50:47 AM

Contents2.438356 Book.indb 8Object Properties . .2.4.1iViews .2.4.2Pages .2.4.3Worksets .2.4.4Roles .2.5 Creating Quick Links .2.6 How to Transport Objects .2.6.1Transporting with SAP NetWeaver DevelopmentInfrastructure (NWDI) . .2.6.2Transporting Manually .2.7 Portal Layout .2.8 Languages and Portal Translation .2.8.1Language .2.8.2Portal Translation .2.9 Work Protect Mode .2.10 Other Technical Considerations . .2.10.1 Browser in Use .2.10.2 Business Server Pages (BSP) Activation . .2.10.3 Portal Sizing . .2.10.4 Population in Scope . .2.10.5 Portal Help .2.10.6 Portal Troubleshooting and Debugging .2.10.7 Active Component Framework (ACF) .2.10.8 Internet Graphical Server (IGS) . .2.10.9 Adobe Document Server (ADS) . .2.10.10 Universal Worklist (UWL) Checklist .2.11 Conclusion . .59606161626367686869707171717273737374Backend Configuration .753.13.23.33.47577787879808185Homepage Framework . .Object and Data Provider (OADP) .Internal Service Requests (ISR) . .Homepage Framework Configuration .3.4.1Preparing for Configuration . .3.4.2Implementation Guide Access .3.4.3Define Resources .3.4.4Define Headers and Area Group Pages .52525457585959www.sap-press.com4/5/11 11:50:47 AM

104105110118120120120125128Introduction to Employee Self-Services Configuration .4.1.1Download Business Packages .4.1.2From Internet Transaction Server (ITS) to Web Dynpro .4.1.3Different Releases from Employee Self-Services . .4.1.4Past Configuration Options .4.1.5Self-Services (New) Functionalities . .4.1.6Access to the Employee Self-Services Configuration .Introduction to Manager Self-Services Configuration . .4.2.1Download Business Packages .4.2.2Manager Self-Services and the Enhancement Packages .4.2.3Different Releases from Manager Self-Services .4.2.4Access to the Manager Self-Services Configuration . .129129130132133134135136137138138141Employee Self-Services Configuration . . 1455.1Address Book: Who’s Who .5.1.1Selection and Output .5.1.2Determine the Document Type .5.1.3Maintain Settings .5.1.4Refine Employee Search . .www.sap-press.com356 Book.indb 9879192Background Information on Self-Services Configuration . . 1294.15Define Areas .Define Subareas . .Define Services .Mapping between SAP ERP and SAP NetWeaverPortal Configuration . .Object and Data Provider (OADP) Configuration . .3.5.1Implementation Guide Access .3.5.2Transfer Existing Customizing Settings . .3.5.3Object Provider .3.5.4Data Provider .3.5.5Define Organizational Structure Views .Internal Service Request (ISR) Configuration .3.6.1Implementation Guide Access .3.6.2Definition of Scenarios with Specific Customizing .3.6.3HCM Processes and Forms .Conclusion . .14514614814915094/5/11 11:50:47 AM

Contents5.25.35.45.55.65.75.810356 Book.indb 105.1.5Portal iView Who’s Who . .Working Time: Leave Request . .5.2.1Processing Processes . .5.2.2Layout of the Web Application .5.2.3Business Add-Ins (BAdIs) .Working Time: Team Calendar .5.3.1Create Rule Groups . .5.3.2Specify Absences to Be Displayed .5.3.3Specify Color Display of Absences . .5.3.4Select Employees .5.3.5Define Layout of Team Calendar .5.3.6BAdI: Control Processing of Leave Requests . .Working Time: Time Accounts .5.4.1Create Rule Groups . .5.4.2Specify Display of Absence Quotas .5.4.3Specify Display of Attendance Quotas . .5.4.4Specify Calculation of Remaining Leave .5.4.5Define Variant for Time Evaluation . .5.4.6Configure Output of Messages . .5.4.7Business Add-Ins (BAdIs) .Record Working Time .5.5.1Set Up Data Entry Profiles . .5.5.2Define Field Selection .5.5.3Select Allowed Absence Types .5.5.4Record Working Time for Concurrent Employment .5.5.5Approve Working Time .Working Time: Clock-In/Out Corrections .5.6.1Processing Processes . .5.6.2Layout of the Web Application .5.6.3Business Add-Ins (BAdIs) .Working Time: Time Statement . .5.7.1Enter the Name of HR Form for Time Statement .5.7.2BAdI: Make Settings for Time Statement . .Benefits and Payments: Semiretirement Simulation .5.8.1Set Up a Semiretirement Model .5.8.2Maintain Default Values for Semiretirement InfoType(Germany) .5.8.3Enter Variant for Payroll Program .5.8.4Enter HR Form Name . 215216217218219www.sap-press.com4/5/11 11:50:47 AM

s and Payment: Pension Rights Status .5.9.1Maintain System Parameters .5.9.2Statements .Benefits .5.10.1 Set Up ESS Parameters .5.10.2 Define URLs .5.10.3 Assign URLs to Benefit Plan Types . .5.10.4 Assign URLs to Benefit Plans . .5.10.5 Assign URLs to Investments .5.10.6 Implement Customer Enhancement for EstimatingContributions .5.10.7 Implement Customer Enhancement for Filling theCosts and Remarks . .Salary Statement .Own Data . .5.12.1 Background Information and Important Tables . .5.12.2 Determine Active Subtypes and Make Settings .5.12.3 Reuse Country-Specific Applications .5.12.4 Change Default Start Date .5.12.5 Determine Fields for Business Cards on the Area Page .5.12.6 Foreign Address Settings . .Additional Useful Information Regarding the Self-Services .5.13.1 Emergency Address . .5.13.2 Country Field Set to Display Only .5.13.3 Delete Button Not Working in Self-Service .5.13.4 Additional Fields and Subtypes for the United StatesFamily/Dependents InfoType .5.13.5 Multiple Data Record and Date HandlingEnhancements .5.13.6 Past Date Handling .Career and Job . .5.14.1 Qualification Catalog .5.14.2 Skills Profile .Equipment Overview .5.15.1 Edit Views .5.15.2 Specify the RFC Connection to the HCM System .5.15.3 Business Add-Ins .Travel Management .Company Information .www.sap-press.com356 Book.indb 7269269114/5/11 11:50:47 AM

Contents5.18 Employee Self-Services User Exits .5.19 Alternatives and Additional Configuration . .5.19.1 SAP NetWeaver Development Studio (NWDS) . .5.19.2 Configuration as Alternative through SAP NetWeaverDevelopment Studio (NWDS) .5.19.3 Configuration through Portal Personalization .5.20 Conclusion . .66.36.46.56.6356 Book.indb 12272274277Manager Self-Services Configuration . 2796.16.212270271272Object and Data Provider (OADP) .Working Time .6.2.1Team Calendar .6.2.2Attendance Overview .6.2.3Approve Working Time .Employee Data .6.3.1Define Wage Types for Annual Salary .6.3.2Adjust Periods for Annual Salary .6.3.3Filter Absence Records .Personnel Change Requests .6.4.1SAP Recommendation .6.4.2Define Employee Groupings .6.4.3Define Change Request Types .6.4.4Group Change Request Scenarios . .6.4.5Define Scenario Attributes .6.4.6Define Reasons for Special Payments .6.4.7Assign Wage Types to Special Payment Reasons . .6.4.8Set Up Workflows for Personnel Change Requests .6.4.9Business Add-Ins .Recruitment . .6.5.1Overview of Manager Involvement in SAPE-Recruiting . .6.5.2Create an RFC Connection to the SAP E-RecruitingSystem . .6.5.3Assign SAP E-Recruiting System Names .Workforce Requirements .6.6.1Table T77S0 Settings . .6.6.2BAdI: Transfer Planning Results to Accounting 11 11:50:47 AM

Contents6.76.86.96.106.116.126.136.146.15Cost Center Monitor .6.7.1Edit Administration Rules for Cost Center Variances . .6.7.2Edit Administration Rules for Cost Center Line Items .6.7.3Execute Evaluations for Critical Cost Center Variances . .6.7.4Execute Evaluation for Cost Center Line Items .6.7.5Delete Cost Center Line Items from the Display Set .6.7.6Display Rules for Cost Center Variances per User .6.7.7Display Rules for Cost Center Line Items per User .Internal Order Monitor .6.8.1Edit Administration Rules for Order Variances . .6.8.2Edit Administration Rules for Order Line Items .6.8.3Execute Evaluation for Critical Order Variances .6.8.4Execute Evaluation for Order Line Items .6.8.5Delete Order Line Items from the Display Set .6.8.6Display Rules for Order V

Martin Gillet Configuring and Customizing Employee and Manager Self-Services in SA