SAP HCM Manager Desktop

MANAGERS DESKTOP SHORTCUT
You can directly access Managers Desktop reports by creating a shortcut on your
desktop. Enter the following menu path or transaction code. The following screen will
be displayed :
Menu Path: Human Resources > Managers Desktop
Transaction Code: PPMDT
1. Select
this icon.
1. By selecting this icon, the following screen will appear.
2. You can enter your

own title or leave the
default value of
Managers Desktop:
CMU Management
Reports
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3. This is the
icon that is
created on your
desktop.
3. Click on this icon to sign into Managers Desktop

4. Enter your
password here to
sign directly into
MDT.
4. Enter your SAP password, and then select OK. This will take you directly into the Managers Desktop
menu.
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Table of Contents
Managers Desktop Overview....................................................................................................... 1
Finance and Budget Info .........................................................................................................A-1
Education and Training
Bookings with History ................................................................................................... B-1
Education History ........................................................................................................... B-7
Instructor History ...
Human Resources
Address Labels- Campus ................................................................................................ B-1
Address Labels- Home.................................................................................................... B-7
Birthdays ...................................................................................................................... B-13
Change in Staffing Levels .
Employee List .............................................................................................................. B-15
New Hires ..................................................................................................................... B-18
Salary List for 9/10 Month Employees ......................................................................... B-21
Salary List for Staff....................................................................................................... B-23
Seniority Report ........................................................................................................... B-26
Seniority / Gender Reports............................................................................................ B-30
Staffing Changes........................................................................................................... B-38
Telephone Directory ..................................................................................................... B-44
Personnel Development
Qualifications Overview .
Time Management Info
Absences by Type ........................................................................................................... C-8
Absences FMLA Only .................................................................................................. C-16
Dept. Leave Quota Info................................................................................................. C-32
Employee Quota Info ................................................................................................... C-28
Timesheets Biweekly Staff ............................................................................................. C-1
Timesheets Semi-Monthly ............................................................................................. C-3
Timesheets Student/Temp .............................................................................................. C-6
Travel
Travel data/totals
Trip Receipts
Trip Receipts as list
Cost Assignment
Ad Hoc Query............................................................................................................................. D-1
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MANAGERS DESKTOP OVERVIEW

Managers desktop is a tool that allows deans, department chairs, department heads
and their designated assistants to obtain HR information on the employees within their
department, as well as financial information on their cost centers.
Menu Path: Human Resources > Managers Desktop > CMU Management Reports
The initial screen is divided into two main sections:

The left side contains the Selected Functions list or list of reports available
The right side is the organizational structure that you are responsible for as chief
(or are allowed to view as assistant chief.) Your name should be on top.
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Selected Functions
All the HR reports listed on the left side of the screen will automatically run based on the
Organizational Structure selected. The Finance & Budget Info (FM Report Tree) reports
run exactly as they do within the existing Funds Management Tree.
You can hide reports that you do not want to see or will never run by going to the menu,
Settings > Function list > User settings and then deselecting the reports you do not want
to see.
Settings > Function list > Standard functions - returns all the reports to the selection
screen.
Organizational Structure
Your Organizational Structure listed here consists of all positions attached to the
Organizational Unit, along with the persons currently holding those positions as well as
the cost center that is attached to those positions. The Organizational Structure is
sorted by position number.
To see the detailed information on your Organizational Structure, go to the menu path
and choose:
Settings > Column View.
The following selections appear:
ID the number attached to that org unit, position, person or cost center
Code short text for the org unit, position, person or cost center
Relationship text Not applicable
Validity dates the org unit, position, person or cost center is valid from and to
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Relationship period Date this item was assigned to the org unit or the personnel subarea changed
Percentage Percentage of the person assigned to the position
Master Cost Center Cost Center the position is attached to.
Select the fields desired and click on the green checkmark. From now on these
selections will show each time you enter Managers Desktop.
Tip If you cannot see the entire column, move your mouse over the column divider
line until the arrow changes into a +. Click and drag the line to increase or decrease the
width of the column
Icons
Find and Find again - Allows you to search for employees quickly
Highlight the Person

line and select the
green check mark
Youll then see a screen where you can type in the last name of the person you are
looking for in your organizational structure. Type the name, hit enter and youll receive
a list of employees with that last name. Click the check box next to the person you are
looking for, and the system will bring you directly to that person in your organizational
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structure and highlight them. If the system does not find that person in your
Organizational Structure, it will tell you no hits found.
Expand all expands the ENTIRE organizational structure:
Collapse all collapses the entire org structure:
Expand expands one level at a time:

I highlighted BENEFIT
SPECIALIST and
clicked on Expand Icon
Collapse collapses one level at a time

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Refresh - not applicable

Legend Explains symbols in org structure as follows:
Not applicable for CMU.
Select Columns Allows you to select or hide columns in the Organizational

Structure same selection options that appear under Settings Column View as
described above.
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RUNNING REPORTS
To run a report, you must select four things:
1. The group of employees you wish to report on
2. The time period you wish to report on
3. The organization level you wish to report on
4. Select the report to run
1. Select a tab for
the group of
employees desired
as described in table
one below.
2. Select the
time period
report is desired
for by clicking on
the icon. See
table two
3. Highlight the
level of reporting
desired as
described in
table three.
4. Select the report

youd like to run.
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TABLE ONE (1)

Selection Tab
Directly subordinate
employees
Description
Those employees reporting directly to
the chief
All subordinate
employees
Employees and departments who

indirectly report to the chief
User Action and Value

System defaults to this tab when
entering Managers Desktop.
Select this tab if you want a
report of your direct line
employees.
Select this tab if you want a
report of all employees reporting
to your department
TABLE TWO (2)

Date
Time period From
Time Period To
Description
The beginning date of the report
selection
The end date of the report
selection

Click on icon and enter begin date of
time period you wish to see
Click on icon and enter end date of
time period you wish to see
TABLE THREE (3)

Icon
Description
Employee currently occupying the
position (ID = P)
Department name and system
assigned number (ID = O)
Positions are held by persons
within your department; positions
stay while persons come and go
(ID = S)
The Head of the Organizational
unit
Object Removed
Object to be added

Highlight a person when you want
the report for just that person
Highlight the org unit to report on all
persons assigned to this department,
either directly or indirectly
Highlight a position when you want the
report for anyone occupying that
position
Do not select reports by chief
Demonstrates movement within
Organizational Unit
Demonstrates movement within
Organizational Unit
The procedures for executing each report are attached.
Use the green back arrow

the previous screen.
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or the yellow EXIT icon or Shift F3 to return to
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10
Education and Training

Bookings with History
Education History
Instructor History
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Bookings with History
Report Description
This report gives you a list of training classes your employees have attended.
On the initial screen, specify a time period and select the level desired for your report:
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired run by
person only.
4. Select the
report you wish
to run.
This report can only be run by person. To select more than one employee at a time,
hold your control key down, and highlight multiple employee names before clicking on
the report name on the left.
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All the executable reports are located on the left hand side of the screen. Execute
this report by clicking on the triangle to the left of Education and Training; then
click on BOOKINGS WITH HISTORY.
Youll see the following report after clicking the the report name:
Each column of the report is described in the following table:

Column
Abbr.
Attendee Name
Event/Event Type
Bus. Event
Start date/End Date
Days
Hours
Fee
Crcy
Bookings
BP
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Description
Last Name of Employee
Full Name of the employee
Not applicable
Name of class employee attended
Dates the employee attended the class
Number of days for class
Number of hours for class
Not applicable
Not applicable
Not applicable
Not applicable
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The report produces totals at the end. If you run for one employee youll see a total
number of hours the employee has been to training over the period of time you specified
in the time period. Or, if you have run multiple employees you can highlight the
Attendee name column and select the subtotal icon and youll have a total for each
employee.
The Icons available on this report are as follows:
Allows you to view all info about one line of the report.
Highlight a particular column and click this icon to sort in ascending order. If you wish to sort on
multiple columns, select the same column and hit sort again. You can then select multiple sort
criteria
Highlight a particular column and click this icon to sort in descending order
Allows you to select (or filter) certain records for the report. Click on this icon, select the field you
want to select on, and then choose your values. Hit the green check when you are done and you
be left with your selected list.
Sums the total number of hours and days your employees spent in training. Select column Days,
Hours or both and hit the SUM button. The totals will appear at the bottom.
Subtotal button. If you have run the report for multiple employees, select the employee name
column and hit the subtotal button. This will provide subtotals between each employee for the
number of days and hours they have attended training.
Allows you to change to the Print Preview mode for the report.
Brings the information on the screen direct to MSWord as mail merge fields. Be sure to click the
No Password button.
Brings the information on the screen direct to MSExcel. Be sure to click the Excel Display radio
button.
Allows you to save the report to your local pc. Select the icon, and then select the location to save
the file to, and name the file.
SAP Mail not applicable.
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Provides statistical analysis for report. Select one of the numerical columns and hit the ABC button
to review the analysis information provided.
Change Layout icon allows you to exclude columns from your report. Click on the icon, and then
select the field name you want to exclude and move the field to the right by selecting the arrow or
Hide Selected Field button. After you have excluded all the fields youd like, select the green
check and youll be back to your report, and the column will no longer be visible. To get the
column back, select the Change Layout icon again, and move the field back to the left side of the
screen using the left arrow button.
Saved layout. If you have previously saved a layout with this report, you can access the saved
format by selecting this icon. If you have not previously saved a layout, you will receive a
message that there are no saved layouts.
Allows you to save a layout of this report. After you have changed the layout using the Change
Layout icon, you can select the Save Layout icon and save the formatting you have selected.
Tip If you cannot see all of the columns, move your mouse over the column divider
lines until the arrow changes into a +. Click and drag the line to increase (or
decrease) the width of the column.

the Managers Desktop Screen.
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Education History Report
Report Description
This report gives you a listing of the degrees your employees hold.
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired.
4. Select the
report you wish
to run.
This report can only be run by Organizational Unit.

click on EDUCATION HISTORY.
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Column
Personnel No.
First Name
Last Name
Education establishment text
Certificate text
Educ/train text
Department
Institute/location
Cost ctr
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Description
Employee number within SAP
First name of employee
Last name of employee
Type of school employee attended
Type of degree/certificate the employee holds
Not applicable
Not applicable
Name of Institution employee attended
Not relevant for this report
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17
Highlight a particular column and click this icon to sort in ascending order
No Password button.
button.
Graph- shows you a graphical representation of your report.

Change Layout icon allows you to exclude columns from your report. Click on the icon, then select
the field name you want to exclude and move the field to the right by selecting the arrow or Hide
Selected Field button. After you have excluded all the fields youd like, select the green check
and youll be back to your report, and the column will no longer be visible. To get the column
back, select the Change Layout icon again, and move the field back to the left side of the screen
using the left arrow button.
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Instructor History Report
Report Description
This report gives you a list of training classes your employees have instructed, and
have been recorded in the Training & Events module of SAP.
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired run by
person only.
4. Select the
report you wish
to run.
This report can only be run by person. To select more than one employee at a time,
hold your control key down, and highlight multiple employee names before clicking on
the report name on the left.
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click on INSTRUCTOR HISTORY.

Column
Resource Type
Resource
Bus. Event
Start date/End Date
Start time/End Time
No. Hours
Description
Indicates Instructor
Full Name of the employee
Name of class employee attended
Dates the employee attended the class
Time the class was scheduled
Number of hours for class
The report produces totals at the end. If you run for one employee youll see a total
number of hours the employee has been to training over the period of time you specified
in the time period. Or, if you have run multiple employees you can highlight the
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Attendee name column and select the subtotal icon and youll have a total for each
employee.
Sums the total number of hours and days your employees spent in training. Select column Days,
Hours or both and hit the SUM button. The totals will appear at the bottom.
Subtotal button. If you have run the report for multiple employees, select the employee name
column and hit the subtotal button. This will provide subtotals between each employee for the
number of days and hours they have attended training.
No Password button.
button.
Provides statistical analysis for report. Select one of the numerical columns and hit the ABC button
to review the analysis information provided.
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23
Finance and Budget Reports

The FM Report Tree accessed through Managers Desk Top is the same that is
accessed through the FM module of SAP. If you wish to learn more about the different
reports and how to execute them, you need to attend one of the FM Report Training
Classes offered monthly. You can view the dates and times of the training at
www.controller.cmich.edu/Accounting/training.htm.
The FM Report Tree is not tied to the organizational structure; therefore it is NOT
necessary to select an org unit or time period for reporting at this level. The funds
center and dates are entered directly in the FM Report Tree.
Menu Path: Human Resources > Managers Desktop > CMU Management
Reports
any Finance and Budget report by opening the Finance and Budget folder, then
clicking on the FM Report Tree line, then select the report you wish to run from
the FM Report Tree.

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Human Resources Employee Data

Address Labels - Campus
Address Labels Home
Birthdays
Change in Staffing Levels
Employee List
New Hires/Terminations
Salary List for 9/10 Month Employees
Salary List for Staff
Seniority Report
Seniority / age
Staffing Changes
Telephone Directory
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27
ADDRESS LABELS - CAMPUS

Report Description
This report gives you a list of all your employees along with their campus address. The
information can be imported into Word so labels can be printed.
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired
4. Select the
report you wish
to run.
this report by clicking on the triangle to the left of Human Resources -->
Employee data; then click on CAMPUS ADDRESS LABELS.
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The following report appears:
Icons
This report contains several different icons. Descriptions for some of them are as
follows:
: Print Preview: Clicking on this icon changes the layout of the page to look like a
report instead of a table. Example:
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SAP Email do not use

: Brings the information on the screen direct to Excel; be sure to click on the No
Password button
: Brings the information on the screen direct to MSWord Word Processing - as
mail merge fields. Be sure to click the No Password button. You may have
difficulty going directly to Word if your PC uses Windows XP. To create labels
using Windows XP, save to Excel file first, then bring the Excel file into the Mail
Merge in Word. The following instructions are based on Office 2000.
To create labels, click on the Word Processing Icon. A pop up box will appear. Select
Form letter processing with MS Word and also select Start MS Word in
this pop up box. Next, click on the No Password button and the green check
mark. This is what you see in Word:
Go to: Tools > Mail Merge
1. Click Create
2. Then select
Mailing Labels
from the drop
down menu
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4. Then
select
Setup
3. Select Change
Document Type
5. Select the
desired label
and click ok
6. Click on Insert
Merge Field
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7. Arrange the fields as

you would like to see
them on the label
8. Click ok
9. Then click
Merge
10. Click
Merge again
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Your labels are ready to print:
Other Icons available

There are other icons available within the report that allows you to hide columns, sort,
etc. described below:
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34
ADDRESS LABELS - HOME

Report Description
This report gives you a list of all your employees along with their home address. The
information can be imported into Word so the labels can be printed.
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired
4. Highlight the
report you wish
to run.
this report by clicking on the triangle to the left of Human Resources -->
Employee data; then click on HOME ADDRESS LABELS.
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Icons
This report contains several different icons. A description of their functionality can be
found with the report CAMPUS LABELS.
You may have difficulty going directly to Word if your PC uses Windows XP. To
create labels using Windows XP, save to Excel file first, then bring the Excel file
into the Mail Merge in Word. The following instructions are based on Office 2000.
To create labels, click on the Word Processing (

) Icon.
A pop up box will appear. Select Form letter processing with MS Word
and also select Start MS Word in this pop up box. Next, click on
the No Password button and the green check mark.
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This is what you see in Word:
Go to: Tools > Mail Merge
1. Click Create
2. Then select
Mailing Labels
from the drop
down menu
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4. Then
select
Setup
3. Select Change
Document Type
5. Select the
desired label
and click ok
6. Click on Insert
Merge Field
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7. Arrange the fields as

you would like to see
them on the label
8. Click ok
9. Then click
Merge
10. Click
Merge again
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Your labels are ready to print:

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BIRTHDAYS Report
Report Description
The Birthday report details all of the birthdays of the selected employees. This report is
sorted by Personnel Number. You can sort the report differently using the icons with in
the report. It provides the employees ages as of the date you indicated on the Time
Period selection on the front of the MDT screen.
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired
4. Select the
report you wish
to run.
All the executable reports are located on the left hand side of the screen. Execute this report by
clicking on the triangle to the left of Human Resources Employee Data; then click on
Birthdays.
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Column
Personnel Number
Last Name
First Name
Entry
Leaving date
Date of Birth
Day
DoB
Year
Month
Gend
Cost Center
Org Unit
Age
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Description
HR assigned employee number of the selected employees
Last Name of the employee
First Name of the employee
Not applicable
Date the employee is to be terminated from IT0000
Date of Birth of the employee
Day of month employee was born
DDMM Day and Month employee was born
Year the employee was born
Month the employee was born
Gender of Employee 2=Female, 1=Male
Cost Center Employee is assigned to on IT0001
Organizational Unit Employee is assigned to on IT0001
Age of the employee as of the begin date on selection
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Change In Staffing Level

Report Description
The Change in Staffing Level report provides you with information about the
employment changes that your employees have experienced.
Reports
On the initial screen, you can specify a time period if you wish. This allows you to select
employee data at different points in time. This will search for employees that are active
within the period you select.
this report by clicking the report just below the Human Resources folder. Click
on Change In Staffing Levels.
1. Select a tab
2. Select the time

period report is
desired for.
3. Highlight the level of reporting

desired.
4. Select the report you wish to
run.
Youll see the following report after your selection:
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For this report, the columns are as follows:

Column Name
Personnel No.
First Name
Last name
Entry
Action
Name of Action Type
From
Org Unit
Name of Org Unit
PArea
Personnel Area Text
ESgrp
EE Subgroup Name
EE Grp
Name of Employee Group
Cost Center- IT1
MDT MANUAL R/3 4.70
Description
This is the employee personnel number
This is the employees first name.
This is employee Last Name.
This is the date the employee was hired/returned to work at
CMU.
This is a number associated with the type of change.
Type of change that has occurred.
Date the change took place.
This is the Organization Unit Number the employee is assigned
to.
Name of the Organizational Unit the employee is assigned to.
Personnel Area code.
Personnel Area text name.
Employee Sub Group code.
Employee Sub Group text name.
Employee Group code.
Employee Group code text name.
Cost Center Employee is primarily assigned to.
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No Password button.
button.

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Employee List
Report Description
The employee list provides you with a list of employees for your department, and
includes position data information.
Reports
On the initial screen, you can specify a time period if you wish. This allows you to select
employee data at different points in time.
this report by clicking the report just below the Human Resources folder. Click
on Employee List.
1. Select a tab
2. Select the
time period
report is
desired for.
3. Highlight the level

of reporting desired.
4. Select the report
you wish to run.
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For this report, the columns are as follows:

Column Name
Personnel number
Cost Center
Cost Center Text
Last name
First name
Position Number
Position Text
Description
This is the employee personnel number
This is the cost center number for the employees primary
assignment
This is the name associated with the cost center.
This is employees Last Name.
This is the employees First Name.
This is the employees position control number for their primary
assignment
This is the Position Title for the employees primary assignment
There are many different icons that can be used from this screen. SOME of them are
described below:
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No Password button.
button.

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NEW HIRES/TERMINATIONS Report

Report Description
The New Hires/Termination report provides you information relating to when they were
hired, and if they have a termination set up in the system. It is sorted by the employee
number.
All the executable reports are located on the left hand side of the screen. Execute this
report by clicking on the triangle to the left of Human Resources --> Employee data;
then click on NEW HIRES/TERMINATIONS.
1. Select a
tab
2. Select the
time period
report is
desired for.
3. Highlight the
level of reporting
desired
4. Select the
report you wish
to run.
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Column
Personnel No.
First Name
Last Name
Entry Date
Leaving Date
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Description
HR Employee number of the selected employees
First Name of employee
Last Name of the employee
Date employee was hired or came back to work for CMU
If date shown is 12/31/9999 they do not have an anticipated
termination date in system. If there is an end date in this column,
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Org Unit
Name of Organizational Unit
there is a date scheduled in the system for termination. There may be

multiple entries in the report for employees depending on the period
dates you selected on the initial screen.
Organizational Unit number where employee is assigned in system.
Text name of Organizational Unit where employee is assigned
Icons
This report contains several different icons. A description of their functionality follows:
No Password button.
button.

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MANAGERS DESKTOP SHORTCUT

1. By selecting this icon, the following screen will appear.

2. You can enter your

MDT MANUAL R/3 4.70

3. Click on this icon to sign into Managers Desktop

MDT MANUAL R/3 4.70

Ad Hoc Query............................................................................................................................. D-1

MDT MANUAL R/3 4.70

MANAGERS DESKTOP OVERVIEW

The initial screen is divided into two main sections:

MDT MANUAL R/3 4.70

MDT MANUAL R/3 4.70

Highlight the Person

MDT MANUAL R/3 4.70

Expand all expands the ENTIRE organizational structure:

Collapse all collapses the entire org structure:

Expand expands one level at a time:

Collapse collapses one level at a time

Refresh - not applicable

Not applicable for CMU.

Select Columns Allows you to select or hide columns in the Organizational

MDT MANUAL R/3 4.70

4. Select the report

MDT MANUAL R/3 4.70

TABLE ONE (1)

Employees and departments who

User Action and Value

TABLE TWO (2)

User Action and Value

TABLE THREE (3)

User Action and Value

The procedures for executing each report are attached.

Use the green back arrow

MDT MANUAL R/3 4.70

or the yellow EXIT icon or Shift F3 to return to

Education and Training

MDT MANUAL R/3 4.70

Bookings with History

MDT MANUAL R/3 4.70

Each column of the report is described in the following table:

MDT MANUAL R/3 4.70

MDT MANUAL R/3 4.70

or the yellow EXIT icon or Shift F3 to return to

MDT MANUAL R/3 4.70

Education History Report

This report can only be run by Organizational Unit.

Each column of the report is described in the following table:

MDT MANUAL R/3 4.70

The Icons available on this report are as follows:

Graph- shows you a graphical representation of your report.

MDT MANUAL R/3 4.70

or the yellow EXIT icon or Shift F3 to return to

MDT MANUAL R/3 4.70

Instructor History Report

MDT MANUAL R/3 4.70

Each column of the report is described in the following table:

MDT MANUAL R/3 4.70

MDT MANUAL R/3 4.70

Use the green back arrow

MDT MANUAL R/3 4.70

Finance and Budget Reports

Use the green back arrow

MDT MANUAL R/3 4.70