Process

Depiction of a business process flow in Personnel Administration and Personnel Development using elements from HCM Processes and Forms.

A process object groups the ISR and form scenarios with the link in a workflow template. For each process, there is a workflow template that defines the process flow.

Note Note

The process can be viewed in different ways and can mean the following:

From a business point of view, the process is the basis for implementing a process. Therefore, the business flow should exist as a process description at the start of the implementation.
From an implementation point of view, the process is the technical representation of the business point of view, using Customizing and using elements from HCM Processes and Forms.
From a user point of view, the process is the user performing an implemented process, for a specific employee and a specific validity date. When performing the process, the system creates a process object. As a result, the system makes the master data changes defined in the process for the employee concerned.
SAP provides a range of sample processes. For more information, see Sample Processes in HCM Processes and Forms.

End of the note.

You use the Process object to depict a business process flow, using components from HR Administrative Services. Note that some properties in the process flow cannot be changed during the process; you must first make the settings in Customizing for the following components:

ISR Scenario (for Adobe form types)
Form Scenario
Workflow Template (in the workflow steps)
Start Application
Form Application

For the process itself, the following information is entered in Customizing:

Name of the process
Validity period of the process
Workflow template that is used when starting the process
Form scenario(s) of the process

Note
A process can have only one type of form scenario. It cannot have form scenarios with different form types.

End of the note.

Other Customizing settings include the following:

Grouping processes in process groups.

You can assign process groups to the start applications, and use them to control authorizations. Assigning process groups to start applications enables you to provide various processes for different portal roles (manager, employee, HR Administrator).

Note
Only the HR administrator role is valid for roadmap forms.

End of the note.
Settings for the collision check, parallel run, and restricting the frequency of processes
Options for withdrawing processes if errors occur

Structure

This graphic is explained in the accompanying text.

Figure 1.1: Structure of a Process

Figure 1.1 shows the elements that structure a process, and which process-specific settings are necessary in Customizing.

Elements of the Process

ISR scenario
For more information about the functions of the ISR scenario, see ISR scenario.
Form scenario
When using several forms within a process, the data transfer from form to form can be determined using Customizing. For more information about the functions of the form scenario, see form scenario.
Workflow template
In the workflow template, you model the workflow steps for which you configure the specific workflow tasks and rules for determining agents, and to which you assign appropriate form scenarios.
Start application
In the process-specific Customizing of the start application, you determine which users can start a process and which start application (for the employee, manager, or HR Administrator roles) is available to a process at the start.
Digital Personnel File (DPF)
In the process-specific Customizing for the transfer to the DPF, you determine if the forms and attachments created in a process should be sent to the DPF. When using multiple forms or attachment types, a partial transfer is also possible.

Note
The Digital Personnel File (DPF) is not yet supported for the roadmap form. Therefore, a DPF will not be created when a process using this form type is completed.

End of the note.

Customizing for Processes

You make the settings for the different elements and functions in Customizing for HR Administrative Services under Start of the navigation path HCM Processes and Forms Next navigation step Configuration of Forms/Processes Design Time End of the navigation path and under Configuration of Forms/Processes Process Configuration .

For more information about Design Time, see Design Time for Processes and Forms.

Example

The following table lists the elements of a process based on an example.

The information for the following example corresponds to the provided Transfer sample process.

Elements of the Transfer sample process

Element	Example (Name and ID)
Process	Transfer (ORG_CHANGE)
ISR Scenario	Transfer (SOC1)
Form Scenario	Transfer (SOC1)
Workflow Template	Transfer (WS17900427)