SAP Library - HCM Processes and Forms

HCM Processes and Forms

HCM Processes and Forms (Technical Overview)

Process Flow with One Form Scenario

Process Flow with Two Form Scenarios

Overview: Data Processing in HCM Processes and Forms

Universal Worklist (UWL)

Process Browser

E-Mail Notification

Business Status

Creating and Assigning Business Statuses

Creating and Editing Interactive Forms

Creating Form Fields with Data Binding

Using Form Fields to Enter Agent Notes

Creating a Dropdown List Box

Creating Pushbuttons

Message Mapping

Message Mapping Based on Form Scenarios

Business Workflow for HCM Processes and Forms

Technical Basics for Business Workflow for HCM Processes & Forms

Special Features of the Workflow Templates

Special Features of the Standard Tasks

Agent Determination Rules

Workflow Templates for Sample Processes

Standard Tasks

Task Group TG17900001: Components for HCM Processes & Forms

Task Group TG17900002: Interactive Components

Standard Task TS17900100: Edit Form

Standard Task TS17900101: Approve Form

Standard Task TS17900102: Form Is Edited Again by Author

Standard Task TS04000018: Process PD Form

Standard Task TS04000019: Approve PD Form

Standard Task TS04000020: PD Form Is Edited Again by Author

Workflow Template WS17900260: Save Form with Error Handling

Workflow Template WS17900404: Draft for Process Start

Workflow Template WS17900418: Forward: Process Start with Errors

Task Group TG17900003: Background Components

Standard Task TS17900106: Check Existence of PA Infotype

Standard Task TS17900107: Check Form Data

Standard Task TS17900108: Save Form Data

Standard Task TS17900110: Import Field Value to WF Cont. Element

Restrictions When Modeling Workflows

Authorization Concept of HCM Processes and Forms

Contexts for Checking Authorizations

Methods for Checking Authorizations

Error Handling

Design Time for Processes and Forms

Changing the Initial Screen for Design Time

Creation and Configuration of Processes

Validity-Period-Independent Settings for a Process

Settings for Withdrawing a Process

Transfer of Field Values Between Form Scenarios of a Process

Transfer of Attachments Between Form Scenarios of a Process

Validity-Period-Dependent Settings for a Process

Assignment of a Workflow Template to the Process

Assignment of Roles to a Process

Grouping Processes in Groups

Restrictions for Starting a Process

Collision Checks for a Process

Frequency Restrictions for a Process

Assignment of Form Scenarios to a Process

Creation and Configuration of Form Scenarios

Definition of Form Scenarios

Definition of Form Fields

Editing the Form Layout

Definition of Scenario Steps

Configuration of Back-End Services

Settings for Back-End Service SAP_PA

Settings for Back-End Service SAP_PT

Settings for Back-End Service SAP_PD

Settings for Generic Services

Definition of Attachment Types

Creation of Links for Additional Information

Definition of Rules

Definition of User Events

Settings for Message Mapping

Mass Processes and Fast Data Entry

Configuring a Process for Fast Data Entry

Starting a Fast Data Entry Process

Configuring a Process as a Mass Process

Starting a Mass Process

Organizational Management Processes

Creation and Configuration of Organizational Processes

Creating an OM Process (Exercise 1)

Creating an OM Process (Exercise 2)

Creating an OM Process (Exercise 3)

Process Start without Employee Selection

Configuring and Starting Processes without Employee Selection

Checks and Utilities for Processes and Forms

Check the Configuration of a Process

Test a Process

Check Objects for Inconsistencies

Compare and Reconcile Objects

Export and Import of Objects As XML File

Sample Processes in HCM Processes and Forms

Hiring, Permanent (Germany)

Hiring (US)

Rehire (Germany)

Rehire (US)

Transfer (International)

Transfer including Previous Position Update (International)

Transfer, Initiated by E-Recruiting (International)

Maternity Leave (Germany)

Birth of a Child (Germany)

Birth of Child (US)

Salary Change Using Annual Salary (International)

Salary Change Using Pay Scale Wage Group and Level (Internationa

Special Payment (International)

Special Payment Without Personnel Department (International)

Change to Working Time (International)

Change of Address (US)

Company Loan (International)

Membership Fees Sports Club (International)

Termination (Germany)

Termination (US)

Special Payment for Mass Start (Multi-Step Process)

Address Change (Single-Step Process)

Create Position

Change Position Name

Change Position Attributes

Move Position

Delete Position

Delimit Position Assignment

Create Organizational Unit

Change Organizational Unit Name

Change Organizational Unit Attributes

Change Job Name

Change Job Attributes

Special Payment (Process Start Without Employee Selection)

Country-Specific Processes

Russia

Integration of EIC and HCM Processes and Forms

Integration of E-Recruiting and HCM Processes and Forms

XI Content for HCM Processes and Forms

NewHire

New Hire Request from E-Recruiting (NEWHIREREQUEST)

Rehire Request from E-Recruiting (REHIREREQUEST)

Transfer Request from E-Recruiting (TRANSFERREQUEST)

Tutorial: Create a Process

Sample Process for the Tutorial

Unit 1: Create Form, Workflow, and Process

1.1 Configuring a Form Scenario and an ISR Scenario

1.1.1 Creating a Form and Editing the Layout

1.2 Creating a Workflow Template with the Process Form Workflow

1.2.1 Retrieving Task Groups for HCM Processes and Forms

1.2.2 Creating a Workflow Template

1.2.3 Creating a Container Element for the Process Object

1.2.4 Defining a Triggering Event for the Workflow

1.2.5 Defining the Programming Exit at the Workflow Template Lev

1.2.6 Activating the Start Event and Setting Up Type Linkage for

1.2.7 Adding Process Form W/F Step (HR Admin) to W/F Template

1.2.8: Defining Process Form W/F Step (HR Administrator)

1.2.9 Determining the Form Scenario in the Workflow Container

1.3 Creating a Process

1.4 Checking Process Consistency

1.5 Testing a Process (Back End)

1.6 Testing a Process (Portal)

Unit 2: Enhance Existing Objects

2.1 Changing a Form Scenario

2.1.3 Checking Consistency of the Changed Form Scenario

2.2 Changing a Form

2.3 Adding the Process Form W/F Step (Superior) in W/F Template

2.4 Making Further Changes to the Form Scenario

2.4.1 Using Attachment Types in the Form Scenario

2.4.2 Inserting Links for Additional Information

Unit 3: Inserting an Approval Loop

3.1 Adding Approve Form W/F Step in Workflow Template

3.2 Defining Approve Form W/F Step

3.3 Adding a Branch (Multiple Condition) in the Workflow Templat

3.4 Adding Form Is Edited Again by Author Workflow Step in the W

3.5 Defining Form Is Edited Again by Author Workflow Step

3.6 Inserting Loop for Running Approval Process Again

3.7 Adjusting Workflow Process Flow After Inserting Approval Loo

Unit 4: Making Additional Enhancements

4.1 Enabling Employees to Start the Process

4.2 Determining Agents Using Rules

4.3 Sending a Confirmation E-Mail

Appendix: Tips & Tricks for Processing Workflow Templates

Checking the First Version of the Workflow Template

Deleting Unused Workflow Container Elements

Copying Workflow Templates

Determining Events That Are Triggered By a Workflow Template

Checking of Workflow Template Instances