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Process documentationCreate Organizational Unit

 

This process supports the creation of an organizational unit. The process consists of the following steps:

  1. The Requesting Manager enters the Name and Description for the new organizational (org.) unit and sends the request to HR Administrator.

  2. The HR Administrator reviews data entered by manager and enters the business attributes for the organizational (org.) unit.

Each role can enter comments using the field New Comments at the bottom of the form. All comments can be read by the subsequent processors in the field Previous Comments.

Prerequisites

To be able to use this sample process for test purposes, you must have performed the Customizing activities for Personnel Management under Start of the navigation path HR Administrative Services Next navigation step Configuration of Forms/Processes Next navigation step Sample Processes for HCM Processes and Forms End of the navigation path.

Technical Objects for Implementing and Executing the Process

Object Type

ID

Name

Process

HR_PD_CREATE_ORGANIZATION_UNIT

Create Organizational Unit

Workflow Template

WS04000033

Create Organizational Unit

ISR Scenario

SO05

Interface

ISR_IF_SO05

Form Scenario

S_HR_PD_CREATE_ORGANIZATION_UNIT

Create Org. Unit

Form

ISR_HRASR_SO05

Scenario Steps

STAGE_01, STAGE_02

Back-End Services

SAP_PD

Personnel Development Infotypes

Process

  1. The Requesting Manager starts the Create Organizational Unit process.

  2. The Requesting Manager goes to the Fill Out Form step. The root Org. ID and abbreviation are displayed at the top of the form.

  3. The Requesting Manager enters the creation date of the org. unit.

  4. The Requesting Manager enters the new org. unit name, position abbreviation, and a description.

  5. If required, he or she can enter a comment in the New Comments field, for example, explaining the reason for the creation of the new org. unit.

  6. The form is sent to the next role involved in the process, the HR Administrator.

  7. The HR Administrator reviews the data entered by the Requesting Manager and enters the org. unit’s Account Assignment and Work Schedule.

  8. The HR Administrator enters a comment in the New Comments field, if necessary. The HR Administrator checks and sends the form and the changes are saved to the master data.

  9. End of process.

Result

The new organizational unit has been created.