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HCM 1: Model Organizational Structure

Exercise Model GBIs organizational structure.

Time 10 min

Task Sketch an organizational structure including four hierarchy levels for the organizational
units described in the GBI scenario and integrate a new security unit into the Administration
department of this organizational structure. GBIs headquarters are located in Dallas and GBI is
registered as a US company. GBI also operates a subsidiary company, Global Bike Germany
GmbH which is based in Heidelberg. A new security department should be set up and integrated
into the existing organizational structure of GBI US. The new department obtains its offices at the
groups headquarters in Dallas and belongs to the Administration and Financials department.
Have a look at GBIs company story in order to complete the exercise.

Global Bike
Group

Global Bike
US

Marketing &
Sales

Aministration
& Financials

Administration

Global Bike
Germany

Operations

Financials

Security

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HCM 2: Organizational Structure in SAP

Exercise SAP ERP organizational structure.

Time 10 min

Task Which data objects can be used in the HR organizational structure in SAP ERP 6.04?

In SAP HCM, an organizational structure consists of three different levels to which specific
elements are assigned.

1.The Enterprise Structure

The enterprise structure consists of the following elements:

Client

Company Code

Personnel Area

Personnel Subarea

2. The Personnel Structure

The personnel structure is defined by:

Employee Group

Employee Subgroup

3. The Organizational Plan

The organizational plan contains the following objects:

Jobs

Positions

Persons

Cost Center

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HCM 3: Personnel Master Record

Exercise Personnel master record.

Time 5 min

Task Which data is generally required for a personnel master record in a company?

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HCM 4: Display Organizational Plan

Exercise Display the organizational plan of the Global Bike Group.

Time 10 min

Task Use the SAP Easy Access Menu to review the organizational plan of the Global Bike
Group.

The Organizational Structure is composed by the Enterprise Structure, the

Personnel Structure, and the Organizational Plan. Before the employees
personnel master data can be entered an organizational structure needs to be
defined. Employees are integrated in this structure. The Enterprise Structure
represents formal and financial structures in a company and is basically
composed by the company code, the personnel area, and the personnel subarea.
The Personnel Structure displays the relationship between employees and
assigns them to certain employee groups and subgroups. The structural and
personnel company model is illustrated in the Organizational Plan.
In order to review the organizational plan, follow the SAP Easy Access menu
path:

Organizational
structure

Enterprise structure

Personnel structure

Organizational plan
Menu path

Human Resources Organizational Management Organizational

Plan Organization and Staffing Display

To display the organizational plan, search for the Global Bike group in the
window Find by on the left side of the screen. There, choose Organizational
unit and Search Term.

In the following screen, in the With name entry field enter search term Global

Organizational unit
Search Term

Global Bike Group

Bike Group and press

. The search result should be displayed in the
hit list on the left side of the screen.

The organizational units chief is the Co-CEO. If you do not see the Chief
column, please click on
and activate check box Chief.
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After double-clicking on this unit the organizational plan is displayed in the
structural view on the right side of the screen.

In order to view all departments and positions within the Global Bike group
expand the organizational plan by clicking on

Organizational units are represented by

(Expand node).

icons, while positions are displayed

or as in case of the head of the department. Persons that staff regular

as
positions are represented by the icon.
With the help of this information, please answer the following questions:
How many positions are planned for the organizational unit Sales Area US
West?
Does the Software department have a head of department?
In the organizational plan, go to Global Bike US Administration and
Financials and double-click on the Financials Department.

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On the bottom of the screen, details for the Organizational unit Financials are
displayed. Have a look at all tabs and find out:
Assigned company code:
Validity period:
City:
Double-click on the position Accounts Payable Specialist in order to display
her details on the bottom of the screen. Find out the following information:
Validity period:
Is it a head position?
Click on the exit icon

to return to the SAP Easy Access screen.

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HCM 5: Create Personnel Master Record

Exercise Create a personnel master record.

Time 10 min

Task Use the SAP Easy Access Menu to create a personnel master data record of a person
working in the Global Bike Group.
In order to create the personnel master record, follow the SAP Easy Access
menu path:

Menu path

Human Resources Personnel Management Administration HR

Master Data Personnel Actions

Please enter the 1st of January of the current year as start date. Then, select
action Org.management (mini master) from the corrective actions and enter
Personnel area DL00, Employee group 1, and Employee subgroup U4. Then,
highlight the action and click on (Execute).

In the Create Actions screen, find the position Sales Manager with the F4 help
and the Structure Search. Follow the path Global Bike Group Global Bike
US Administration and Financials Financials Accounting
Chief Accountant, highlight the position and continue with .

Then, press Enter to continue and save your data with

DL00
1
U4

Sales Manager

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 ninedigit number of your choice. Then, press Enter to confirm your entries. The
screen with all data should look like shown in the following screen.
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Jan 1 of current year

Org.mgmt. (mini
master)

Name
Birth date
9-digit number

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Then, save your data. You will automatically be taken to the next infotype.
Write down the Personnel Number of your employee.

Personnel number

In the Organizational Assignment infotype, define FI00 as subarea. Save your

data and choose YES to confirm the selection of your positions vacancy.

FI00
Yes

In the next infotype Create Basic Pay, enter PS Group SALES and press Enter.
Save your data with .

Click on the exit icon

SALES

to return to the SAP Easy Access screen.

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HCM 6: Display Personnel Master Record

Exercise Display a personnel master record.

Time 10 min

Task Use the SAP Easy Access Menu to review a personnel master record of a person working in
the Global Bike Group.

In order to display a personnel master record, follow the SAP Easy Access
menu path:

Menu path

Human Resources Personnel Management Administration HR

Master Data Display

You should see the Display HR Master Data screen. Type in the personnel
number you have written down in the previous task and press Enter. The
system displays general organizational data of the employee and all infotypes.
Infotypes for which data is maintained are marked with .

Then, highlight the Organizational Assignment infotype and press

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Display.

Personnel number

Organizational
Assignment

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In the Display Organizational Assignment screen, please find out the following
information:
Subarea the person belongs to:
Position the person fills:
With the help of the F1 help find out the definition of an Employee Group:

F1

Click on the back icon to leave the organizational assignment screen and go
back to the HR Master Data.
Then, highlight the Personal Data infotype and press Display. In the
Display Personal Data screen, find out the following information:
Name of the employee:
SSN:
Date of Birth:
Click on the exit icon

to return to the SAP Easy Access screen.

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