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Steps for PA and OM

Mauricio Guzman
Mauricio Guzman

The document outlines the steps to create an enterprise structure in SAP, including creating a new personnel area, subarea, employee subgroups, and defining organizational objects like positions, jobs, and organizational units. Key steps include using the copy function in IMG to create new objects based on existing ones, then changing names and assigning relationships between the different organizational structure objects. Integration between organizational management and personnel administration is also configured using transaction codes to link employee and position data.

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STEPS FOR ENTERPRISE STRUCTURE: Create the new personnel area GB01 and give it the Name Gr##, which should be a copy of personnel area CABB 1. In the Personnel Areas IMG activity, use the Copy function to create your New personnel area. a) SAP Menu: Tools Customizing IMG Execute Project. b) Enterprise Structure Definition Human Resources Personnel Areas c) Select the action: Copy, Delete, and Check Personnel Area. d) Choose Copy org. object. e) Enter CABB in the from personnel area field. Enter PA## in the To Personnel area field. h) Choose Enter. i) Note the system message Personnel area CABB was copied to PA##. j) Return to the Choose Activity dialog box. Use the Create Personnel Areas action to change the name of your newly
Created personnel area. a) Select the Personnel Areas action. b) Select your own personnel area and choose Details. c) Assign it a name that contains your group number, a new address Create the new personnel subarea 0004, and name it Production ##. This Personnel subarea should be a subunit of your personnel area PA##. 1. Use the Copy function in the IMG activity Personnel Subareas to create your New personnel subarea based on the subarea Sales (0001) in the personnel Area PA##. a) Enterprise Structure Definition Human Resources Personnel Subareas b) Select the action: Copy, Delete, and Check Personnel Subarea. c) Choose Copy org.object. d) In the from personnel subarea field, enter the value 0001 (Sales) of Personnel area PA## from the list of possible entries. Enter 0004 in The To personnel subarea field. e) Choose Continue. f) Note the system message: Data already exists for organizational object 0004. Do you want to complete this organizational object? Select Yes. g) Note the system message Note the list of affected features in the Statistics. h) When the system requests the personnel area, enter PA##. i) Note the system message Personnel subarea 0001 was copied to 0004. j) Return to the Choose Activity dialog box. Use the Create Personnel Subareas action to change the name of your newly Created personnel subarea. a) Select the Create Personnel Subareas action. b) Enter the personnel area PA##. c) Change the name of personnel subarea 0004 to Production ##. d) Choose Save and return to the IM
THIS IMAGE BELOW IS ASSOCIATED WITH GROUPING: Screen shot:
EMPLOYEE SUB GROUP AND ITS INDICATORS: CREATING NEW EMPLOYEE SUBGROUP: In the Employee Subgroups IMG activity, use the Copy function to copy Your new employee subgroup (##) from employee subgroup X1 Hourly Wage earners. a) Enterprise Structure Definition Human Resources Management Employee Subgroups. Select the Edit employee subgroup Environment action. b) Choose Copy org.object. c) In the from employee subgroup field, enter the employee subgroup X1 Hourly wage earner, and in the to employee subgroup field, enter Your group number. d) Note the system message please note the list of affected features in
The statistics. e) Select Continue. f) Note the system message Employee subgroup X1 was copied to ##. g) Return to the Choose Activity dialog box. Define Employee Subgroup action to change the name of your new Employee subgroup. The new name should contain your group number a) Select the action Define Employee Subgroup. b) Select Position to find your employee subgroup (##). c) Change the employee description for the employee subgroup to Hourly Wage earner ##. d) Choose Save and return to the IMG.
Enterprise Structure Definition Human Resources Management Employee Groups Define Employee Group New Entries Once you have created employee subgroups, save the screen. Enterprise Structure Assignment Human Resources Management Assign Employee Group to Employee Subgroup, DO THE SAME FOR ALL THE OTHER EMPLOYEE SUBGROUP AND SAVE THE WORK.
Generation of Personnel Numbers 99 % Internal Sap Generates 1 % External User Input Personnel Numbers 8 digits UK Country Group 08000000 08999999 08 Country Group - SPRO - SAP Reference IMG - Personnel Management - Personnel Administration - Basic Settings - Maintain number range intervals for personnel numbers - Change Intervals - 08 08000000 08999999 example ( decide external(tick) or internal(blank) DEFAULT COUNTRY CODE: 08 FEATURE: NUMKR
Personnel Management 1. Personnel Management 2. Personnel Administration 3. Customizing Procedures 4. Actions 5. Define Info groups 5a User Group Dependency on Menus and Info Groups
User inputs: Menu = 08, Text = SHREE Hiring, User-dep. = Tick Ref = 08 Menu = 09, Text = SHREE Termination User-dep. = Tick Ref = 09 5b Info group Info group = 08 New Entries User Group No Operations Info types 08 01 INS 0001 Organizational Assignment 08 02 INS 0002 Personal Data 08 03 INS 0007 Planned Working Time 08 04 INS 0008 Basic Pay 08 05 INS 0009 Bank Details 08 06 INS 0014 Recurring Pay /Deduction 08 07 INS 0015 Additional Pay Deduction
NOTE: REPEAT SAME STEPS FOR INFOGROUPS 9 Info group = 09 New Entries User Group No Operations Info types 09 01 INS 0014 Recurring Pay / Deduction 09 02 INS 0009 Bank Details 09 03 INS 0008 Basic Pay 09 04 INS 0007 Planned Working Time
6. set up personnel actions 6a Personnel Action Types Copy existing and then amend.. Action = 08, Name = Hiring, IG = 08 Action Name of Action Type IG 08 shree Hiring 1 3 1 08 09 shree Termination 1 3 1 09
7. Create reasons for personnel actions Action Act Reason Name of reason for action 08 01 shree Hiring 09 02 shree Termination 1. Change action menu 8a User Group Dependency on Menus and Info Groups Menu Text UserDep Ref 08 shree Hiring Tick 08 09 shree Termination Tick 09
8b Action menu Menu = 01 (Always 01) User group No Action Populated by SAP 08 01 08 shree Hiring 08 02 09 Shree Termination
System User Profile Own Data Parameters Parameter ID = UGR, Parameter Value = 08 (User group (HR master data) MOL 08 (Personnel Country Grouping)
PART 2: ORGANIZATION MANAGEMENT Organization Structure Objects 1. Positions 2. Jobs 3. Org units 4. Cost centers 5. Tasks 6. Person / Employee All the above 5 (Positions Tasks) can be assigned to a person Path instead of Transaction PP01 - SAP Easy Access - Human Resources - Organizational Management - Organizational Plan - Organization and Staffing o Create o Change o Display Transaction PPOC - Create Transaction PPOME - Change Transaction KS01 Create Cost Center TO MAINTAIN ORGANISATIONAL OBJECTS: TRANSACTION CODE: PP01 Example: IT ORG -ORG o JOB1 (Application Support ) POS1 ( DEVELOPMENT POS2 (JUNIOR DEVELOPMENT ) POS3 )SENIOR DEVELOPMENT) o JOB2 ( Technical Support ) Relationship must be established between POSITIONS JOB Relationship must be established between POSITIONS ORG
Screenshot 1: creating org unit. Repeat the same steps for creating a position and a job. Points to note: 1. DO NOT GIVE ANY RELATIONSHIPS WHILE CREATING POSITIONS, ORG UNIT AND JOBS. 2. ONCE CREATED THEN START GIVING REALATIONSHIPS 3. MAKE SURE TO NOTE DOWN THE OBJECT ID FOR EACH. 4. CREATE RELATIONSHIP BETWEEN POSITION AND JOB 5. CRAETE REALTIONSHIP BETWEEN POSITION AND ORG UNIT 1. Create IT Organization Plan Version = Current Plan Object Type = Organization Unit Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = ITORGND Object Name = IT Organization ND Save 50003150 org created
2 Create JOB1 and JOB2 Plan Version = Current Plan Object Type = Job Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = ASUPP_ND Object Name = Application Support - ND Save 50033497 job1 created Plan Version = Current Plan Object Type = Job Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = TSUPP_ND Object Name = Technical support ND Save 50033498 job2 created 3 Create POS1 (DEVELOPMENT POS2 (JUNIOR DEVELOPMENT) POS3 (SENIOR DEVELOPMENT) Plan Version = Current Plan Object Type = Position Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = DEV_ND Object Name = Developer - ND Save 50007275 Pos 1 created
Plan Version = Current Plan Object Type = Position Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = JUN_ND Object Name = Junior - ND Save 50007276 Pos 2 created Plan Version = Current Plan Object Type = Position Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = SEN_ND Object Name = Senior ND Save 50007277 Pos 3 created Relationships POS1 -- JOB1 50007275 - 50033497 POS2 JOB1 50007276 - 50033497 POS3 JOB1 50007277 - 50033497 Object Type = Position Object ID = 50007275
CREATING RELATIONSHIPS: Create Validity 01.01.2008 31.12.9999 Type of related object = Job ID of related object = 50033497 Relationship type/relation = B 007 Save Do the same for 50007276, 50007277 Relationships POS1 - ORG 50007275 - 50033497 POS2 ORG 50007276 - 50033497 POS3 ORG 50007277 - 50033497
Object Type = Position Object ID = 50007275 Click on Relationship Create Validity 01.01.2008 31.12.9999 Type of related object = Organization ID of related object = 50003150 Relationship type/relation = A 003 Save Do the same for 50007276, 50007277 INTEGRATION TO PA Link between OM PA SPRO Personnel Management Organization Management Integration Double click on Basic Settings Set up Integration with personnel Administration Object Type: O - Organization C - Job S - Position K- Cost T - Task P - Peron
Feature PLOGI Transaction PE03 1. Personnel Management 2. Organizational Management 3. Integration 4. Integration with Personnel Administration 5. Set up Integration with Personnel Administration 5a. Double Click on Basic Settings Note: PLOGI PRELI 99999999 Integration: default position
AD HOC Queries Transactions - SQ02 Create Info sets SQ03 - Authorization SQ01 SAP Query - possible to change Layouts ( not used often) PAAH - Ad hoc Query Not possible to change the layout 1. Create Info Sets Transaction SQ02 - Environment - Query Area - Click Standard Area (Client-specific) - Info set = ZSHREETEST Create - Name = Shree's Test Infoset - PNP (Info types) - Click on Logical Data Base Enter PNP Continue - Now choose the Info types - Continue - Check - Generate 2. Authorization Transaction SQ03 - User Group = 02 - Info Set = ZSHREETEST - Click on Assign users and Info Sets - Click SAPUSER - SAVE - Click on Assign Info Sets - Click - ZSHREETEST PNP Shree's Test Infoset - PNP ((Info types) Save 3. Ad hoc Query - Select Info Set ZSHREETEST - Transaction PAAH - Select Fields for the report ( for selection and output ) - Save Give Query Name and Title SHREEQTEST Shree Query Test
- Continue - Hit List - Continue - Output - Send it to Excel If you want to run the same query again (another day) - PAAH Query Open Select SHREEQTEST Shree Query Test -----------------------------------THE END OF PA AND OM---------------------------------------------------

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Steps for PA and OM

  • 1. STEPS FOR ENTERPRISE STRUCTURE: Create the new personnel area GB01 and give it the Name Gr##, which should be a copy of personnel area CABB 1. In the Personnel Areas IMG activity, use the Copy function to create your New personnel area. a) SAP Menu: Tools Customizing IMG Execute Project. b) Enterprise Structure Definition Human Resources Personnel Areas c) Select the action: Copy, Delete, and Check Personnel Area. d) Choose Copy org. object. e) Enter CABB in the from personnel area field. Enter PA## in the To Personnel area field. h) Choose Enter. i) Note the system message Personnel area CABB was copied to PA##. j) Return to the Choose Activity dialog box. Use the Create Personnel Areas action to change the name of your newly
  • 2. Created personnel area. a) Select the Personnel Areas action. b) Select your own personnel area and choose Details. c) Assign it a name that contains your group number, a new address Create the new personnel subarea 0004, and name it Production ##. This Personnel subarea should be a subunit of your personnel area PA##. 1. Use the Copy function in the IMG activity Personnel Subareas to create your New personnel subarea based on the subarea Sales (0001) in the personnel Area PA##. a) Enterprise Structure Definition Human Resources Personnel Subareas b) Select the action: Copy, Delete, and Check Personnel Subarea. c) Choose Copy org.object. d) In the from personnel subarea field, enter the value 0001 (Sales) of Personnel area PA## from the list of possible entries. Enter 0004 in The To personnel subarea field. e) Choose Continue. f) Note the system message: Data already exists for organizational object 0004. Do you want to complete this organizational object? Select Yes. g) Note the system message Note the list of affected features in the Statistics. h) When the system requests the personnel area, enter PA##. i) Note the system message Personnel subarea 0001 was copied to 0004. j) Return to the Choose Activity dialog box. Use the Create Personnel Subareas action to change the name of your newly Created personnel subarea. a) Select the Create Personnel Subareas action. b) Enter the personnel area PA##. c) Change the name of personnel subarea 0004 to Production ##. d) Choose Save and return to the IM
  • 3. THIS IMAGE BELOW IS ASSOCIATED WITH GROUPING: Screen shot:
  • 4. EMPLOYEE SUB GROUP AND ITS INDICATORS: CREATING NEW EMPLOYEE SUBGROUP: In the Employee Subgroups IMG activity, use the Copy function to copy Your new employee subgroup (##) from employee subgroup X1 Hourly Wage earners. a) Enterprise Structure Definition Human Resources Management Employee Subgroups. Select the Edit employee subgroup Environment action. b) Choose Copy org.object. c) In the from employee subgroup field, enter the employee subgroup X1 Hourly wage earner, and in the to employee subgroup field, enter Your group number. d) Note the system message please note the list of affected features in
  • 5. The statistics. e) Select Continue. f) Note the system message Employee subgroup X1 was copied to ##. g) Return to the Choose Activity dialog box. Define Employee Subgroup action to change the name of your new Employee subgroup. The new name should contain your group number a) Select the action Define Employee Subgroup. b) Select Position to find your employee subgroup (##). c) Change the employee description for the employee subgroup to Hourly Wage earner ##. d) Choose Save and return to the IMG.
  • 6. Enterprise Structure Definition Human Resources Management Employee Groups Define Employee Group New Entries Once you have created employee subgroups, save the screen. Enterprise Structure Assignment Human Resources Management Assign Employee Group to Employee Subgroup, DO THE SAME FOR ALL THE OTHER EMPLOYEE SUBGROUP AND SAVE THE WORK.
  • 7. Generation of Personnel Numbers 99 % Internal Sap Generates 1 % External User Input Personnel Numbers 8 digits UK Country Group 08000000 08999999 08 Country Group - SPRO - SAP Reference IMG - Personnel Management - Personnel Administration - Basic Settings - Maintain number range intervals for personnel numbers - Change Intervals - 08 08000000 08999999 example ( decide external(tick) or internal(blank) DEFAULT COUNTRY CODE: 08 FEATURE: NUMKR
  • 8. Personnel Management 1. Personnel Management 2. Personnel Administration 3. Customizing Procedures 4. Actions 5. Define Info groups 5a User Group Dependency on Menus and Info Groups
  • 9. User inputs: Menu = 08, Text = SHREE Hiring, User-dep. = Tick Ref = 08 Menu = 09, Text = SHREE Termination User-dep. = Tick Ref = 09 5b Info group Info group = 08 New Entries User Group No Operations Info types 08 01 INS 0001 Organizational Assignment 08 02 INS 0002 Personal Data 08 03 INS 0007 Planned Working Time 08 04 INS 0008 Basic Pay 08 05 INS 0009 Bank Details 08 06 INS 0014 Recurring Pay /Deduction 08 07 INS 0015 Additional Pay Deduction
  • 10. NOTE: REPEAT SAME STEPS FOR INFOGROUPS 9 Info group = 09 New Entries User Group No Operations Info types 09 01 INS 0014 Recurring Pay / Deduction 09 02 INS 0009 Bank Details 09 03 INS 0008 Basic Pay 09 04 INS 0007 Planned Working Time
  • 11. 6. set up personnel actions 6a Personnel Action Types Copy existing and then amend.. Action = 08, Name = Hiring, IG = 08 Action Name of Action Type IG 08 shree Hiring 1 3 1 08 09 shree Termination 1 3 1 09
  • 12. 7. Create reasons for personnel actions Action Act Reason Name of reason for action 08 01 shree Hiring 09 02 shree Termination 1. Change action menu 8a User Group Dependency on Menus and Info Groups Menu Text UserDep Ref 08 shree Hiring Tick 08 09 shree Termination Tick 09
  • 13. 8b Action menu Menu = 01 (Always 01) User group No Action Populated by SAP 08 01 08 shree Hiring 08 02 09 Shree Termination
  • 14. System User Profile Own Data Parameters Parameter ID = UGR, Parameter Value = 08 (User group (HR master data) MOL 08 (Personnel Country Grouping)
  • 15. PART 2: ORGANIZATION MANAGEMENT Organization Structure Objects 1. Positions 2. Jobs 3. Org units 4. Cost centers 5. Tasks 6. Person / Employee All the above 5 (Positions Tasks) can be assigned to a person Path instead of Transaction PP01 - SAP Easy Access - Human Resources - Organizational Management - Organizational Plan - Organization and Staffing o Create o Change o Display Transaction PPOC - Create Transaction PPOME - Change Transaction KS01 Create Cost Center TO MAINTAIN ORGANISATIONAL OBJECTS: TRANSACTION CODE: PP01 Example: IT ORG -ORG o JOB1 (Application Support ) POS1 ( DEVELOPMENT POS2 (JUNIOR DEVELOPMENT ) POS3 )SENIOR DEVELOPMENT) o JOB2 ( Technical Support ) Relationship must be established between POSITIONS JOB Relationship must be established between POSITIONS ORG
  • 16. Screenshot 1: creating org unit. Repeat the same steps for creating a position and a job. Points to note: 1. DO NOT GIVE ANY RELATIONSHIPS WHILE CREATING POSITIONS, ORG UNIT AND JOBS. 2. ONCE CREATED THEN START GIVING REALATIONSHIPS 3. MAKE SURE TO NOTE DOWN THE OBJECT ID FOR EACH. 4. CREATE RELATIONSHIP BETWEEN POSITION AND JOB 5. CRAETE REALTIONSHIP BETWEEN POSITION AND ORG UNIT 1. Create IT Organization Plan Version = Current Plan Object Type = Organization Unit Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = ITORGND Object Name = IT Organization ND Save 50003150 org created
  • 17. 2 Create JOB1 and JOB2 Plan Version = Current Plan Object Type = Job Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = ASUPP_ND Object Name = Application Support - ND Save 50033497 job1 created Plan Version = Current Plan Object Type = Job Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = TSUPP_ND Object Name = Technical support ND Save 50033498 job2 created 3 Create POS1 (DEVELOPMENT POS2 (JUNIOR DEVELOPMENT) POS3 (SENIOR DEVELOPMENT) Plan Version = Current Plan Object Type = Position Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = DEV_ND Object Name = Developer - ND Save 50007275 Pos 1 created
  • 18. Plan Version = Current Plan Object Type = Position Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = JUN_ND Object Name = Junior - ND Save 50007276 Pos 2 created Plan Version = Current Plan Object Type = Position Click on Object Create Validity 01.01.2008 31.12.9999 Object abbr = SEN_ND Object Name = Senior ND Save 50007277 Pos 3 created Relationships POS1 -- JOB1 50007275 - 50033497 POS2 JOB1 50007276 - 50033497 POS3 JOB1 50007277 - 50033497 Object Type = Position Object ID = 50007275
  • 19. CREATING RELATIONSHIPS: Create Validity 01.01.2008 31.12.9999 Type of related object = Job ID of related object = 50033497 Relationship type/relation = B 007 Save Do the same for 50007276, 50007277 Relationships POS1 - ORG 50007275 - 50033497 POS2 ORG 50007276 - 50033497 POS3 ORG 50007277 - 50033497
  • 20. Object Type = Position Object ID = 50007275 Click on Relationship Create Validity 01.01.2008 31.12.9999 Type of related object = Organization ID of related object = 50003150 Relationship type/relation = A 003 Save Do the same for 50007276, 50007277 INTEGRATION TO PA Link between OM PA SPRO Personnel Management Organization Management Integration Double click on Basic Settings Set up Integration with personnel Administration Object Type: O - Organization C - Job S - Position K- Cost T - Task P - Peron
  • 21. Feature PLOGI Transaction PE03 1. Personnel Management 2. Organizational Management 3. Integration 4. Integration with Personnel Administration 5. Set up Integration with Personnel Administration 5a. Double Click on Basic Settings Note: PLOGI PRELI 99999999 Integration: default position
  • 22. AD HOC Queries Transactions - SQ02 Create Info sets SQ03 - Authorization SQ01 SAP Query - possible to change Layouts ( not used often) PAAH - Ad hoc Query Not possible to change the layout 1. Create Info Sets Transaction SQ02 - Environment - Query Area - Click Standard Area (Client-specific) - Info set = ZSHREETEST Create - Name = Shree's Test Infoset - PNP (Info types) - Click on Logical Data Base Enter PNP Continue - Now choose the Info types - Continue - Check - Generate 2. Authorization Transaction SQ03 - User Group = 02 - Info Set = ZSHREETEST - Click on Assign users and Info Sets - Click SAPUSER - SAVE - Click on Assign Info Sets - Click - ZSHREETEST PNP Shree's Test Infoset - PNP ((Info types) Save 3. Ad hoc Query - Select Info Set ZSHREETEST - Transaction PAAH - Select Fields for the report ( for selection and output ) - Save Give Query Name and Title SHREEQTEST Shree Query Test
  • 23. - Continue - Hit List - Continue - Output - Send it to Excel If you want to run the same query again (another day) - PAAH Query Open Select SHREEQTEST Shree Query Test -----------------------------------THE END OF PA AND OM---------------------------------------------------