Scenario 3: Integration with Human Resources (SAP Library

Scenario 3: Integration with Human Resources

Use

You use this scenario if you want to create personnel commitments in Funds Management. This is only possible if you are using the component HR Funds and Position Management.

For more detailed information, see HR Funds and Positions Management with Integration in Funds Management.

You can also transfer the budget planning data from Position Management to Funds Management (program RHPMBUDGET01).

Caution

Customers who use the additional functions for Government Germany can use the Funds Management not integrated with the component Position Management. The same applies for customers who have activated the functional area. In Position Management nothing can be assigned to an account in the functional area.

Prerequisites

Customizing HR Funds and Position Management

The integration must be active.

To do this, go to step Define start of integration in Funds Management and define the point in time per FM area at which you want to begin the integrated use of Funds Management and HR Funds and Position Management.

You must define which employee is going to take part in the integration.

You can control this via the employee properties (such as company code, personnel country grouping, personnel area, personnel subarea, employee group, and employee subgroup). You make these settings in step Assignment to groupings for participation in integration.

You must define a time period from which the employee takes part in the integration.

To do this, you define a time period in step Maintain participation in integration for groupings for a personnel grouping within which the integration into Funds Management is to be valid.

Account assignment specification

The employee affected must be financed in HR Funds and Position Management.

The personnel commitment for the specified FM account assignments is set up in financing.

Your master data must be in a consistent state with regard to your integration: No FM account assignments may be entered in infotypes Organizational Assignments (0001) and Cost Distribution (0027). Only CO account assignments from company codes belonging to the same FM area may be entered in these infotypes.
If you use component Organization Management with Position Management, the financing of positions for these positions or for which higher level organization units in the component Organization Management must be defined. It must be defined in the infotype Account Assignment Characteristics (1008), which is defined for the integration with Funds Management activated company code.

If you have restricted the integration of HR Funds and Position Management into Funds Management to certain employee group and employee subgroups (see Customizing), the corresponding employee groups and employee subgroups must be assigned in infotype Employee group/subgroup (1013) to the positions that are to take part in the integration.

Customizing of Funds Management Government

For information, which must have fulfilled prerequisites for the updating of personnel expenses in Funds Management, see Prerequisites for the update in Funds Management.

In addition, the following steps must be processed:

Maintain RFC destination in HR Funds and Position Management

Define document type for earmarked funds

Define posting collector

For more information about these steps, see the corresponding sections of the Funds Management Government Implementation Guide.

If you want to transfer budget planning data into Funds Management, you must create a budget subtype for the personal budget in work step Budget Subtypes and then define budget subtypes for automated postings in work step Budget Subtypes. Note that more prerequisites apply for transfers. For more information on this, see note 366328 and the documentation on program RHPMBUDGET01.

Features

The component HR Fund and Position Management offers a differentiated view of personnel expenses (personnel budget) and links this with the employees and the positions of an organization. The aim of HR Funds and Position Management is to efficiently finance, plan material requirements and organize employees and positions within the framework of budget specifications.

The integration with R/3 component Funds Management Government allows HR Funds and Position Management to use per FM area that part of Funds Management that contains the personnel expenses. Using the employee properties you can, however, define that the integration is only active for a certain group of employees and, if required, also for different time periods. The other employees can then take part in scenario 1 or scenario 2.

Caution

You should not change the assignment of an employee grouping to a scenario after production startup because this would entail extensive Matching Activities.

The financing of positions and/or people in HR Funds and Position Management leads to a reduction of personnel commitments (earmarked funds) in Funds Management. In doing so, a distribution of expenses to different FM account assignments is possible. In payroll accounting, the FM account assignments are then posted to according to this breakdown. The commitment is then gradually reduced with each posting.

Note

If you are using Controlling integrated in Funds Management and have defined another percentage of distribution (to CO account assignments) in the Cost distribution infotype (0027) than in the financing, the FM account assignments will still be posted to according to the financing.

See Posting in HR Funds and Position Management for more information about cost distribution in this scenario.