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Set Up Integration with Personnel Administration

In this step, you activate integration between Organizational Management andHR Master Data in Personnel Administration. This guarantees data consistency between the two components.

Example

A person is to be transferred from the position "Controlling administrat or" to the position "Manager of controlling". As soon as this transfer has taken place in Organizational Management, the corresponding changes are made in the "Organizational assignment" infotype (0001) in Personnel Administration.

A person can also be transferred between positions in Personnel Administration using the personnel action "Organizational Change". The relevant changes will then be made in Organizational Management.

Requirements

The entry has the function of a main switch: If this entry has the value ' ' (switch "off"), integration is switched off. If a plan version is determined using the switch, integration in this plan version is active for all persons who correspond to the feature "PLOGI" (see below).

Activating integration has the following effects:

Activating integration

The sequence in which you carry out preparations for activating integration depends on which one of the following is true of your enterprise:

In all three cases, you must ensure that Personnel Administration (infotype 0001) and Organizational Management (organizational assignment of employees) contain consistent data.

If the organizational assignment (position and organizational unit of a person) is also to be transferred from Organizational Management into infotype 0001 in Personnel Administration, you also have to start report RHINTE30.
We recommend that you always make organizational changes using an action in Personnel Administration as by doing this, you will also be able to adjust information on working time and salary for this person.
You can build up one of the databases for the two components first without active integration and then proceed as described above.

To activate integration, you must check or make the following settings in addition to those you have already made in the step "Global Settings in Personnel Management":

1. Basic Settings

Personnel Administraiton (PLOGI TEXTC, PLOGI TEXTO, PLOGI TEXTS)

2. Participating in integration

The feature "PLOGI" contains criteria with which you can determine the persons in your enterprise or personnel structure for whom integration should apply.

The criteria are:

You can combine any of these criteria for integration. You can activate integration for all employeed or just for certain company codes, personnel subareas, employee groups, employee subgroups or for different combinations.

Note

If integration is active, it is possible to relate persons and positions (relationship B008). For this reason, it may be necessary to define relationship characteristics to control the validity of relationships that are created. The system would then send out a warning or error message if, for example, a position was to be occupied and the working time of the holder exceeded the planned working time or if a person is assigned to one or more positions for more than 100% of their working time.

Carry out the step " Maintain Relationships ".

Activities

Make the following settings in the recommended order:

1. Using the entry "PLOGI ORGA", determine whether integration between Organizational Management and Personnel Administration is active. If you do not want integration to be active, enter ' ' (blank).
2. You should not change the entry "PLOGI PRELI". You can, however,change the name of a position with this number (see Value of semantic abbrevation for the entry "PLOGI PRELI") in Customizing for Personnel Administration.
3. In the entry "PLOGI PRELU", determine whether Master Data is to be updated online or by batch input.
4. In the entry "PPABT PPABT", determine whether only organizational units indicated as infotype 1003 "Department" for a position are to be read.
5. Determine the default value for the the personnel subarea in the entry "PPINT BTRTL".
6. Determine the default for the personnel area in the entry "PPINT PERSA".
7. In the entry "PLOGI TEXTC", determine whether the short texts rather than the long text for jobs created in Organizational Management are to be transferred into Personnel Administration.
8. In the entry "PLOGI TEXTO", determine whether the short texts rather than the long texts for organizational units created in Organizational Management are to be transferred to Personnel Administration.
9. In the entry "PLOGI TEXTS", determine whether the short texts, rather than the long texts for positions created in Organizational Management are to be transferred into Personnel Administration.
10. In the feature "PLOGI", determine for which persons integration should be activated for based on the criteria company code, personnel subarea, employee group and employee subgroup.

Note: In the standard system, the switch &PLOGI is set to "X" (all).

11. If you set the switch PLOGI EVENB to 'X' setzen, you can make organizational changes that include a change of company code.
12. According to the set up in your enterprisee (see Activating integration) , start one of the reports in the step "Tools for Integration".

Further Notes