Show TOC
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
- Using the entry "PLOGI PLOGI", you specify the
active plan version that is to be the integrated plan version for
Organizational Management, Personnel Development, Personnel Cost Planning,
Shift Planning and Training and Event Management.
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).
- The entry "PLOGI ORGA" must contain an 'X'.
This activates integration between Organizational Management and Personnel
Administration via infotype 0001 ("Organizational Assignment").
Activating integration has the following
effects:
- Changes to Organizational Management objects
(organizational unit, job, position, cost center) relevant to integration are
transferred to Personnel Administration
- Changes to the organizational assignment of
employees (infotype 0001) are transferred from Personnel Administration to
Organizational Management.
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:
- You have Personnel Administration set up and
want to install Organizational Management for the first time.
- You have Organizational Management set up and
want to install Personnel Administration for the first time.
- You want to install both applications for the
first time.
In all three cases, you must ensure that
Personnel Administration (infotype 0001) and Organizational Management
(organizational assignment of employees) contain consistent data.
- If the master data regarding the
organizational assignment of the person is available in infotype 0001
(organizational unit, job, position and cost center), you must start report
RHINTE00.
- If Organizational Management data is
available, start report RHINTE10 . This will create
the relevant information in the Personnel Administration tables.
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.
- If you are installing both applications and
integration is active, you can only maintain the organizational assignment
(infotype 0001) of a person in Personnel Administration using an action.
Alternatively, you can assign persons to positions in Organizational
Management.
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.
- In all three cases, report
RHINTE20 can correct any inconsistencies that may
occur.
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
- Integration switch for organizational
assignment (T77S0: PLOGI ORGA)
- Default position (PLOGI PRELI)
- Update file PAnnnn (PLOGI PRELU)
- Department switch (PPABT PPABT)
- Default value for personnel subarea (PPINT
BTRTL)
- Default value for personnel area (PPINT
PERSA)
- Transfer short or long texts from
Organizational Management to
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
- For detailed specifications, refer to the
documentation on the entries in the "Semantic group" und "Semantic
abbreviation" fields.
- You can display specific documentation on the
feature in the transaction; you will find a general feature description under
Help -> Extended Help.