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SAP HRMS Organizational Setup Guide

The document outlines the steps taken in SAP to develop an organizational management structure across 7 tasks. Key steps included opening the SAP Easy Access interface, selecting options to access organizational management tools, and entering necessary input like the company name and dates to create organizational units. Subsequent tasks involved creating business units, sub-units, jobs, positions, and job descriptions within the organizational structure. The final tasks allowed viewing and accessing tabular representations of the completed organizational structure.

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0% found this document useful (0 votes)
87 views12 pages

SAP HRMS Organizational Setup Guide

The document outlines the steps taken in SAP to develop an organizational management structure across 7 tasks. Key steps included opening the SAP Easy Access interface, selecting options to access organizational management tools, and entering necessary input like the company name and dates to create organizational units. Subsequent tasks involved creating business units, sub-units, jobs, positions, and job descriptions within the organizational structure. The final tasks allowed viewing and accessing tabular representations of the completed organizational structure.

Uploaded by

angelia
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Advanced HRMS – HRPD 713

Assignment – 1

Angelia Elizabeth Phillips

Learn – 029

23rd May 2023

Professor Wenlu Feng


Using the SAP application, several steps were taken to develop an organizational management

structure.

First, the user opens the SAP Easy Access interface, which shows several folders. From there,

the user must choose "Human Resource" and then "Organizational Management" then "Expert

Mode”. The user then selects "Create" from the list of options under "Simple Maintenance.".

Important input and information, including the SAP user ID, the company name (including the

abbreviation), and pertinent dates (start and end), are needed to create the organizational unit.

A screen title can be viewed by selecting the create icon on the application toolbar. The user

should click "View" and then choose "Key On" on the toolbar's left side to get the

organizational unit code. Additionally, the beginning and ending dates of the organizational

unit can be seen by choosing "View" then "Object Period.". Establishing the organizational

structure requires taking this first step.

In Task 2, there were several steps involved in creating functional areas within business units.

The user went to the "Organization Structure/Change" screen, where vital information like the

organizational unit code, SAP ID, business name, start and end dates were shown. The user

chose and highlighted the SAP ID and business name to start the process of creating a business

unit. The user was prompted to enter the necessary data for the business unit when they clicked

the create button on the toolbar of the application. The acronym, name, and SAP ID were the

mandatory fields that needed to be filled in on the table. A Save button appeared in the pop-up

window's lower right corner after the necessary data had been entered into the table. The

establishment of functional areas within the company's business units was successfully finished

in this step
Using the same "Organizational Structure/Change" screen as in earlier tasks, task 3 involved

the creation of sub-units within the functional areas. The relevant business unit was first chosen

and highlighted by the user, who then clicked the create icon on the application bar in the upper-

left corner of the screen. This started the process of establishing a sub-business unit using a

similar process to that of establishing a business unit.

The user was given a table to fill out with the information needed for the sub-business unit.

The acronym, name, and SAP ID required fields to be filled in. When the required information

had been entered into the table, a Save button appeared in the pop-up window's lower right

corner. The newly created sub-business unit could then be saved by the user thanks to this.

Other functional business units underwent the same procedure, resulting in the establishment

of sub-units for the whole organization. The establishment of sub-business units within the

organizational structure was successfully completed by completing this task.


Similar to earlier tasks, Task 4 entails the creation of jobs and positions within the divisions of

departments using the "Organizational Structure/Change" screen. The user goes to the "Staff

Assignment/Change" screen by selecting the "Staff Assignment" option. The user can expand

the previously created sub-units by clicking the plus sign.

The first step for the user is to choose and highlight the desired sub-unit, then click "Positions.

This operation brings up a menu from which the user can select to create jobs. During this

process, it's crucial to make sure that the start and end dates are correct. A table containing the

necessary data, such as the SAP ID, abbreviation, and name, is filled out by the user to create

a job. Once the correct data has been entered, the user can save the job by selecting the save
button in the pop-up window's upper right corner. After creating the job, the user continues by

entering the position's details, including the job's name and acronym. The user selects the save

option once more in order to save the position. For every job and position within the sub-units

of the functional areas in the business unit, these steps are repeated. The user successfully

completes this task when they have created all necessary jobs and positions for all applicable

sub-units.
On the same screen as Staff Assignment/Change, the user must create job/position descriptions

for Task 5. To view the object description, the user must right-click while highlighting the

newly created job. When you click, "Maintain Object" a pop-up window will appear. Select

description, and then click the Infotype button on the application toolbar. "Create Description"

will appear in a pop-up box. The user must type in the role's job description in the Description

box and subtype field, where responsibility is listed. Once finished, click the save button. These

steps are repeated for every job or position description within the divisions of the functional

divisions of the business unit. When the user has written the necessary job/position descriptions

for each applicable sub-unit, they have successfully completed this task.
The user can view the organizational structure of organizational units, jobs, and positions in

Task 6. The user moves around the SAP Easy Access interface, which shows different folders,

to accomplish this. After choosing "Human Resource," "Organizational Management," and

"Expert Mode," the user clicks on each option. Next, from the options presented under "Simple

Maintenance," the user selects "Change.". The user enters the organizational unit number on

the appropriate screen before selecting the "Change" button. The user selects "Staff

Assignment" from the application toolbar, after which they highlight the name of their

company. The user can view the organizational structure's newly created units, sub-units, and

jobs by expanding the company structure by clicking on the plus button. The user can

successfully access and view the organizational structure of organizational units, jobs, and

positions within the SAP application by adhering to these steps.

Task 7 enables users to access a tabular representation of the organizational structure with

positions. The process involves navigating through the SAP Easy Access screen by selecting

the Human Resource folder, then Information System, Reports, and Organizational

Management. Within Organizational Management, users must choose Organizational Unit,

followed by Organizational Structure and Organizational Structure with Positions. After

entering their SAP user ID and initiating the search, an "Organizational Unit" pop-up box

appears, allowing users to select the desired company and confirm their choice using the green

checkmark on the application toolbar. By executing the command, users can highlight the

company and opt for structural graphs to view a comprehensive display of the organizational

structure. To access position descriptions, users need to access the Human Resource folder,

select Information System, Reports, Organizational Management, Positions, and Complete

Position Description. The subsequent steps involve entering the SAP user ID, performing a

search, selecting the desired position, confirming the choice, and executing the command.

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