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Process documentation Tutorial: Maintaining the Organizational Plan  Locate the document in its SAP Library structure

Purpose

This tutorial shows you how to create the framework for an organizational plan quickly and effectively. An organizational plan describes how an employee is assigned within the organization. You can store the employees who are responsible for carrying out individual business activities in your organizational plan.

The organizational plan is maintained for specific clients in the Organizational Management component. An organizational plan created for HR purposes can also be used in SAP Business Workflow as long as the workflow functionality and the HR application are in the same client.

Creating your organizational plan also creates the prerequisites for the Workflow System to determine the appropriate agents of a work item at runtime.

Process Flow

The individual units of this tutorial contain step-by-step instructions on how to create the basic framework of your organizational plan in order to reflect the structure and HR environment of your enterprise. The following items, each of which represents a separate unit, provide you with an overview of the tutorial procedure.

  1. You create a root organizational unit. Once you have done so, you create the subordinate organizational units.
  2. You create jobs, provided that they do not already exist in your job index. You also create positions, which represent the specific instances of jobs in your enterprise. You assign SAP users as position holders. You can also indicate that a position is a chief position for an organizational unit.
  3. You assign tasks to the objects you have created. These objects can be jobs, positions, or organizational units. You can use tasks to describe jobs and positions.

Examples are included to help you work through the individual units. These are intended to illustrate the step-by-step procedure for creating your organizational plan.

For further information, see Organizational Management.