CASE STUDY

Human Capital Management (HCM) Case Study

This case study explains a human capital management process using organizational management and personnel administration.

Product
SAP ERP G.B.I. Release 6.0 EhP4

MOTIVATION
This case study represents an introduction to human resource related organizational management and personnel administration in a human resource management system on the basis of the HCM (Human Capital Management) module of an SAP ERP G.B.I. 6.0 system. Hence, the case study is addressed to SAP HCM first-time users. As previous knowledge, basic principles of ERP as well as navigation fundamentals in an SAP ERP system are required In the scenarios context of the HCM case study, a new department in the GBI company is created. Three positions are defined within the new department, from which two are assigned to employees in the course of the case study.

Level
Undergraduate Graduate Beginner

Focus
HCM

Authors
Claudia Kroliczek Mark Lehmann Stefan Weidner

Version
2.1

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Process Overview

Learning Objective Understand and perform a Human Resource process.

Time 40 Min

Scenario In the U.S. Global Bike Company, a new security department will be equipped with first three positions. The first position is also head of the new organizational unit. The other positions are set up for a security guard and a security manager. For two positions, qualifies employees were found. You, as an employee in Human Resources are responsible for maintaining the data of the new employees in the system. To ensure that the head of the new department receives his or her reward at the end of the month, you maintain the personnel master record accordingly. In the course of double-checking, you make sure that all changes are also included in organizational management. Employees involved Marco Romero (Recruiting Officer) Sang Cha (Personnel Administration Officer)
Process description

You start the process with the creation of three positions for the head of the department and two other positions. Next, the positions of the Security Guard and the Chief Security Manager are staffed with employees with the help of a personnel action. Afterwards you maintain the bank details and basic pay data of the Chief Security Manager. Finally, you review the changes in the organizational plan.

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Create Positions
CASE STUDY
Time 10 min

Task Create positions within the organizational structure.

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 are assigned to organizational units. Example: position administrator of accounts payable accounting. To create a position, follow the menu path:
Human Resources Organizational Management Organizational Plan Organization and Staffing Change

Positions

Menu path

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 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.

### Security

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 as you would like to create a position.

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 Security Manager as the name. Please activate the check box Head of own organizational unit. If this field should be greyed out, please click on Display key date. The functionality should be available then.

### CSM ### Chief Security Manager

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Hire Employees
CASE STUDY
Time 15 min

Exercise Hire employees for the new positions.

Short Description Use the SAP Easy Access Menu to hire two employees in the Security Department. Name (Position) Marco Romero (Recruiting Officer) To hire the employee, follow the menu path:
Human Resources Personnel Management Administration HR Master Data Personnel Actions

Menu Path

Please enter the 1st of January of the current year as the start date. Make sure that the field Personnel Number is empty and press enter. Following, select the action Hiring (TE mini master) out of the corrective actions and enter DL00 as the personnel area, 1 as employee group, and U4 as employee subgroup. Then, highlight the action and click on Execute .

Jan 1 of current year Hiring (TE mini master) DL00 1 U4

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

### Chief Security Manager

Please save your data. You will automatically be taken to the next infotype. Write down the Personnel Number of your employee, stated at the top of the screen in the field Personnel No. You will be taken to the Create Personal Data screen. Enter a name and a date of birth for your manager. For Social Security Number (SSN), choose a 9-digit number of your choice. Then, press enter to confirm your entries. The screen with all data should look like displayed in the following screen.

Personnel number

Name Birth date 9-digit number

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

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Maintain Personnel Master Record

CASE STUDY

Exercise Maintain the personnel master record.

Time 5 min

Short Description Use the Sap Easy Access Menu to maintain the personnel master record of one of your employees. Name (Position) Sang Cha (Personnel Administration Officer) To maintain the master record, follow the menu path.
Human Resources Personnel Management Administration HR Master Data Maintain
Menu path

Type in the personnel number of the employee working as ### Chief Security Manager or search for the personnel number with the F4 help using first or last name and press Enter. Choose your employee and continue with . Press Enter to retrieve your employees data. Now, highlight the infotype Bank Details and press

Bank Details

In the Create Bank Details screen, enter Check [C] as the payment method and save the infotype with . Back in the Maintain HR Master Data screen, on the Gross/net payroll tab choose the Basic Pay infotype and proceed with .

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Display Changes in the Organizational Plan

Exercise 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 organizational plan, follow the menu path.
Human Resources Organizational Management Organizational Plan Organization and Staffing Display
Menu path

Please check whether your employees are allocated to the Chief Security Managers position and the Security Guards position. Pay attention to whether the preview period starts at 1st of January of the current year and displays at least 1 year. If you do not see your organizational unit in the structural view, please search for your organizational unit in 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.

Jan 1 of current year 1 year

Use your Print Screen to capture this screen. Paste it into a Word document and submit it into BB for grading

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