Exercise 6 1 : Create an Organization Unit and Vacant Position

Exercise Objectives
After completing this exercise, you will be able to:

Use the Organization and Staffing interface to maintain your companys organizational plan

Create new Organization Unit and a vacant position

Business Example

A new department and position are being created. These changes must be reflected in the Human
Resources system.

See the Sample of Exercise Data Sheet for naming convention the Organization Unit and position assigned
to your batch and your group. Replace ** with your batch number while ## with your group number.

Task:
At the beginning of the year, the year, you need to build a new department/organization unit.

Navigate to the Organization and Staffing Interface by following Human Resources

Organization Management Organizational Plan Organization and Staffing Create. The
new department must be valid from the beginning of the year until 31 December 9999.

The detail of new organization unit, position and job are as follows:
Org Unit
SAP01-**-Gr.##
* = Batch no.

Position
SAP Trainee-**-##

# = Group no.

Sample of Exercise Data

Please see the following table for sample of your exercise data.
Note: Please refer ** to your Batch No. and ## to your Group No.
Each of you should be assigned to one Batch No. and one Group No.
Please consult with your instructor.

Job
Lead Trainee

Batch/Cla
ss
(*
*)

0
1
0
1
0
1
0
1
0
1
0
1
0
1
0
1
0
1
0
1
0
1
0
2
0
2
0
2
0
2
0
2
0
2
0
2
0
2
0
2
0
2
0
2

Grou
p
No.
(##)

0
0
0
1
0
2
0
3
0
4
0
5
0
6
0
7
0
8
0
9
1
0
0
0
0
1
0
2
0
3
0
4
0
5
0
6
0
7
0
8
0
9
1
0

Personnel
Number
(1234**##
)

12340100
12340101
12340102
12340103
12340104
12340105
12340106
12340107
12340108
12340109
12340110
12340200
12340201
12340202
12340203
12340204
12340205
12340206
12340207
12340208
12340209
12340210

Organization
Unit
(SAP
01**Gr.##
)
SAP01-01Gr.00
SAP01-01Gr.01
SAP01-01Gr.02
SAP01-01Gr.03
SAP01-01Gr.04
SAP01-01Gr.05
SAP01-01Gr.06
SAP01-01Gr.07
SAP01-01Gr.08
SAP01-01Gr.09
SAP01-01Gr.10
SAP01-02Gr.00
SAP01-02Gr.01
SAP01-02Gr.02
SAP01-02Gr.03
SAP01-02Gr.04
SAP01-02Gr.05
SAP01-02Gr.06
SAP01-02Gr.07
SAP01-02Gr.08
SAP01-02Gr.09
SAP01-02Gr.10

Position
(SAP Trainee-**##)

SAP Trainee-01-00
SAP Trainee-01-01
SAP Trainee-01-02
SAP Trainee-01-03
SAP Trainee-01-04
SAP Trainee-01-05
SAP Trainee-01-06
SAP Trainee-01-07
SAP Trainee-01-08
SAP Trainee-01-09
SAP Trainee-01-10
SAP Trainee-02-00
SAP Trainee-02-01
SAP Trainee-02-02
SAP Trainee-02-03
SAP Trainee-02-04
SAP Trainee-02-05
SAP Trainee-02-06
SAP Trainee-02-07
SAP Trainee-02-08
SAP Trainee-02-09
SAP Trainee-02-10

Solution 6 1 : Create an Organization Unit and Vacant Position

Task
You need to build a new department/organization unit.

Navigate to the Organization and Staffing Interface by following Human Resources

Organization Management Organizational Plan Organization and Staffing Create. At
the Create Root Organizational Object window, enter the date of the beginning of the year on
the From field 01/01/XX (XX = current year) and 31/12/9999 on the To field.

Navigate the Organization and Staffing Interface by following Human Resources

Organization Management Organizational Plan Organization and Staffing Create. At
the date and preview period enter 01/01/XX (XX = current year) and 31/12/9999 and
choose Execute.

Create a new organizational unit, called as SAP01-*-Gr.## (* is your batch number and ## is your
group number)

In the Detail area now contains the entry for New Organizational unit

Change the short and long text to SAP-**-##/SAP01-**-Gr.##

Select

Save.

Create position and job within the new organization unit that you have just created:
Org Unit
SAP01-**-Gr.##
** = Batch no.; # = Group no.

Position
SAP Trainee-**-##

Job
Lead Trainee

Navigate to the new organization unit that you have just created; SAP01-**-Gr.##
organization unit in the Overview area on the top right side of the display and select the
organization unit.

Select the Create icon and select Incorporates Position

The Detail area now contains the entry for New Position. Change the short and long text
to Train-**-## / SAP Trainee-**-## and save
.

In the Detail area in the Job field enter Lead*, then Enter. Select the Lead Trainee job
from the search results. Choose
Save.

Exercise 6-2: Hiring a New Employee

Exercise Objectives
After completing this exercise, you will be able to:
x Hire a new employee

Business Example
x

Candidate for a job posting has accepted a position with your company.

New employee master data record needs to be created based on information contained in
the employment application.

Task:
Create a new employee master record by performing the following exercise steps.
1.

Hire a person in personnel area 1000 as an active employee (subgroup DF) with
personnel number 1234**## on the first day of the current year.
Field
Reason for action
Position
Last Name
First Name
Birthdate

2.
3.

On the Create Organizational Assignment screen, choose Save.

On the Create Personal Data screen, check the following information and information on
Marital Status. Choose save.
Field
Last Name
First Name
Birthdate
Marital Status

4.

Information
01 (Expansion)
<SAP Trainee-**-## in OrgUnit
SAP01-**-Gr.##>
<your last name>
<your first name>
<your birthdate>

Information
<your last name>
<your first name>
<your birthdate>
Single

On the Create Address screen, enter the following information and save.
Field
Address Type
HouseNumber/Street
Postal Code/City

Information
Permanent Residence
<your street address>
<your postal code and city>

Region
Country Key
5.

<your state>
<your country>

On the Create Planned Working Time screen, enter the following information and save.
Field
Information

Work Schedule Rule

6.

NORM

On the Create Basic Pay screen, enter the following information and save.
Field
Pay Scale, Group
Pay Scale Level

7.

Information
E05
01

On the Bank Details screen, enter the following information and save.
Field
Payment Method
Payment Currency

Information
C
EUR

Solution 6-2: Hiring a New Employee

Task
Create a new employee master record by performing the following exercise steps.
1. Hire a person in personnel area 1000 as an active employee (subgroup DF) with
personnel number 1234**##.
a)

From the SAP Easy Access menu, choose Human Resources Personnel
Management Administration HR Master Data.

b)

Choose Personnel Actions.

c)

Enter Personnel Number (Please See Exercise Data Table)

d) Enter From: <first day of the current year>.

e)

For Action type Hire, enter 1000 in Personnel area; 1 in EE group; and DF in
Employee Subgroup.

f) Choose Action type: Hire.

g)

Choose

Execute.

2. On the Create Actions screen, enter the following information and save.
Field
Reason for
action

Information
01 (Expansion)

Position

a)

<SAP Trainee-**-## in OrgUnit SAP01-**Gr.##>

Enter Reason for action: 01.

b) Search for the position SAP Trainee-&*-## in OrgUnit SAP01-**-Gr.## by

structure.
Choose F4, the Structure search tab, and choose OrgUnit SAP01-**-Gr.##
c)

OrgUnits SAP01 SAP01-*-Gr.## and choose SAP Trainee-*-##

d) Choose

Save.

3. On the Create Organizational Assignment screen, choose save.

Choose
Save.
On Delimit Vacancy window, click Yes to accept the last date of position vacancy date.

4. On the Create Personal Data screen, check the following information and add the
marital status. Choose save.
Field
Last Name
First Name
Birthdate

Information
<your last name>
<your first name>
<your birthdate>

Marital Status

Single

a) Enter the data from the table above.

b) Choose

Save.

5. On the Create Address screen, enter the following information and save.
Field
Information
Address Type
Permanent Residence
HouseNumber/Street
<your street address>
Postal Code/City
<your postal code and city>
Region
<your state>
Country Key
<your country>
a)

Enter the data from the table above.

b)

Choose

Save.

6. On the Create Planned Working Time screen, enter the following information and save.
Field
Information
Work Schedule Rule
NORM
a)

Enter Work Schedule Rule: NORM.

b)

Choose

Save.

7. On the Create Basic Pay screen, enter the following information and save.
Field
Pay Scale, Group
Pay Scale Level

Information
E05
01

a)

Enter Pay Scale Group: E05.

b)

Enter Pay Scale Level: 01

c)

Choose

Save.

8. On the Bank Details screen, enter the following information and save.
Field
Information
Payment Method
C
Payment Currency
EUR
a)

Enter Payment Method: C.

b)

Enter Payment Currency: EUR

c)

Choose

Save.

d) A dialog appears: "Data will be lost. Do you still want to exit the current screen?"
e)

Choose Yes.

Exercise 6-3: Viewing and Employee

Exercise Objectives
After completing this exercise, you will be able to:
x Display an employee's master data records
x Locate information contained in employee infotype records

Business Example
x

As a human resource generalist, you need to navigate through an employee personnel file and
verify master data.

Task
Display the employee and record the existing infotypes
1.

Display employee 1234**## on the main screen. Locate the following information on the
Display Actions screen and record the results.

2.

Record the maintained infotypes (marked) on the Core Employee Info tab.
Infotypes
Yes/No
Actions
Organizational Assignment
Personal data
Addresses
Bank Details
Family/Related Person

Solution 6-3: Viewing and Employee

Task
Display the employee and record the existing infotypes
1. Display employee 1234*## on the main screen. Locate the following information on the
Display Actions screen and record the results.
a) From the SAP Easy Access menu, choose Human Resources Personnel
Management
Administration HR Master Data.
b) Choose

Display.

c) Enter Personnel no.: 1234**## and choose screen.

2. Record the maintained infotypes (marked) on the Core Employee Info tab.
Result
Infotypes
Actions
Organizational Assignment
Personal data
Addresses
Bank Details
Family/Related Person

Yes/No
Yes
Yes
Yes
Yes
Yes
No