Unit 2: Creating Staff Assignments

Use

The staff assignments for each organizational unit are maintained. The organizational unit is assigned positions in these staff assignments. A position is derived from a descriptive job and assigned to one or more users in your company.

In this unit, you will create the staff assignments for each of your organizational units. To do so, you will:

  1. Creating Positions

  2. Classify a position as a chief position

  3. Assign jobs to positions

  4. Assign users to positions

Procedure

Select the tools Business Start of the navigation pathWorkplace Next navigation step Development Next navigation step Definition Tools Next navigation step Organizational Management Next navigation step Structural Organization Next navigation step ChangeEnd of the navigation path. The Change Organization and Staffing (Workflow) screen is then displayed.

Creating Jobs

You must assign every position a job that contains general functions and tasks and which passes on the position. Jobs are normally defined centrally for an organizational plan in the job index. When positions are created, the corresponding job must only be assigned. For this tutorial, you create the positions yourself.

  1. Choose Start of the navigation pathEdit Next navigation step Create JobsEnd of the navigation path.

    The dialog box Create Jobs is displayed. The lower area contains a list of existing jobs and the upper area contains an input table in which you can create new jobs by entering abbreviations and names.

  2. In the input table, enter an abbreviation and a name for each of the new jobs.

    Job - head of department:

    • Abbreviation: < ini _al_C>

    • Name: < Head of Department Job( ini )>

    Job administrator:

    • Abbreviation: < ini _sb_C>

    • Name: < Administrator Position ( ini )>

  3. Choose .

Opening staff assignments for an organizational unit

  1. If the root organizational unit (ini_org) that you created in unit 1 is not open for processing, choose organizational unit in the search area, enter a search term and select your organizational unit from the organizational units found by double-clicking in the selection area.

  2. In order to open the staff assignments for an organizational unit, select the organizational unit in the overview area and select the arrow on the right next to the and then Staff assignments (list).

    The staff assignments for the organizational unit selected are now displayed in the overview screen.

Creating Positions

You create positions for your organizational unit in the associated staff assignments.

  1. Open the staff assignments for the organizational unit Research and Development ini ).

    In this organizational unit, assign a position for an administrator and a position for a head of department.

  2. Choose .

    The new position is now displayed in the staff assignments. You can edit all relevant data for the position in the details area.

    The details view for positions is available in the key date mode and the periods mode. You can switch between the two modes with the and buttons.

  3. In the key date mode, enter the abbreviation and name of the new position in the Position fields on the Basic data tab:

    • Abbreviation: < ini _sb_S_fe>

    • Name: < Administrator position: ( ini ) R&D>

  4. Repeat steps 2 and 3. Use the following data:

    • Abbreviation: < ini _al_S_fe>

    • Name: < Head of Department Job( ini ) R&D >

  5. Set the Head of own organizational unit indicator. Confirm the information using the adaptations of the relationship period.

    Chief positions are marked by in the staff assignments.

  6. Choose and then the arrow on the right next to and Organizational Structure.

    The organizational unit Research and Development ini ) is then displayed.

  7. Choose to switch to editing of your root organizational unit.

Repeat steps 1 -7 for the organizational unit sales ini ). Use the following abbreviations and names for the positions:

Abbreviation: < ini _sb_S_vt>

Name: < Administrator position: ( ini ) Sales>

Abbreviation: < ini _al_S_vt>

Name: < Head of Department Job( ini ) Sales>

Set the Head of own organizational unit indicator for the head of department job sales.

Assign jobs to positions

You assign a job to every position.

  1. Display your created position in the selection area. Choose the entry Position in the search area and enter the abbreviation you used (ini) as the search term.

    All positions created in this unit are displayed in the selection area.

  2. Select the Administrator position ( ini ) R&D for editing by double-clicking.

    The position and the organizational objects assigned to you (job, organizational unit, user) are displayed in the overview area.

  3. Display your created job in the selection area. Choose the entry job in the search area and enter the abbreviation you used (ini) as the search term.

    All jobs created in this unit are displayed in the selection area.

  4. Select the job Administrator job ( ini ) in the selection area.

  5. Drag the job to the position in the overview area.

  6. Choose .

    The job administrator jobini ) is assigned the position administrator position (ini ) R&D.

  7. Repeat steps 1 to 6 for the head of department job ini ) R&D and assign it the job head of department job ( ini ).

  8. Repeat steps 1 to 6 for the head of department job ( ini ) and assign it the job head of department job ( ini ).

  9. Repeat steps 1 to 6 for the Administrator Position ( ini ) and assign it the job Administrator Position ( ini ).

Assign users to positions

When you assign users to positions, you define the holders of these positions.

If you use Personnel Administration (PA), the system recognizes employees who are assigned directly to positions. To ensure in this tutorial that the SAP user can be established as the agent starting from the employee, employees must have a relationship to SAP users.

If you do not use Personnel Administration, users are assigned directly to positions. At workflow runtime, they are established directly as the agents of particular single-step tasks.

You can assign the user to the position in the staff assignments or in the single processing of a position. In this tutorial you assign the users using the single processing of a position.

  1. Display your created position in the selection area. Choose the entry Position in the search area and enter the abbreviation you used (ini) as the search term.

    All positions created in this unit are displayed in the selection area.

  2. Select the position in the selection area for which you want to assign a user by double-clicking.

    The position and the organizational objects assigned to you (job, organizational unit, user) are displayed in the overview area.

  3. Display the user assigned to in the selection area. Choose the entry user in the search area and enter an appropriate search term.

    All of the users that match your search criteria are displayed.

  4. Select the user whom you want to assign in the selection area.

  5. Drag the user to the position in the overview area.

  6. Choose .