Editing the Organizational Plan (SAP Library

Editing the Organizational Plan

Purpose

In Expert mode, you can use Simple Maintenance and Infotype maintenance to display and edit your enterprise’s current organizational and reporting structures as well as plan and model personnel changes. You can display and process organizational structures hierarchically or as a matrix.

The object-oriented design of Organizational Management allows you to display organizational units, positions and their holders and tasks in an organizational plan and to process them according to your requirements.

This gives you an overview of the current status of your organizational and reporting structures and enables you to report on historical data at any time. In addition, you can plan and model future scenarios.

For further information on Organizational Management see Organizational Management

Prerequisites

If you want to display and model your organizational plan using Simple Maintenance and Infotype maintenance, you must be:

well-acquainted with the organizational structure at your company, and how the different areas work together

aware of all of the different types, or categories, of jobs performed at your company familiar with jobs are fields of work or functions, head of department or secretary, for example. A job forms the basis for the description of a position (head of sales department, for example).

The areas of work and functions, in contrast to their positions, only appear once in a company.

aware of how many individual positions fall within the different job categories you have identified.

Planning Ahead

If you are using tasks to describe jobs or positions, you must:

develop easily recognizable descriptions

identify any groups of tasks that are routinely performed together, so that you can catalog them as a group

If your organizational plan includes the work centers, you must determine the restrictions or prerequisites for them, for example, a medical examination required for a particular work center. To do this, use the infotype ‘Restrictions’ (1006) in Infotype Maintenance.

Process flow

Simple Maintenance and Infotype Maintenance are tools which help you to edit, plan and model your enterprise’s organizational plan. You use them as follows:

Simple Maintenance

In Simple Maintenance, you can put together a basic framework for your organizational plan. Simple Maintenance contains all the functions you require in order to add objects from Organizational Management to your organizational plan, from creating an organizational structure and determining staff assignments to creating task profiles.

You use three screens in Simple Maintenance to create organizational structures, staff assignments and task profiles. The information in these screens is presented in a tree structure. This allows you to display the step by step creation of your organizational plan as well as the relationships between the different organizational objects.

See About Simple Maintenance

Creating an Organizational Plan

Infotype Maintenance

You can describe individual organizational objects in your organizational plan (organizational units and positions, for example) using attributes (infotypes) in Infotype Maintenance. You can create, edit, display, delete, and list all infotypes allowable for the object.

You can jump from the different screens in Simple Maintenance directly in to Infotype Maintenance by choosing Goto ® Object description.

See About Infotype Maintenance

Result

You have created structures for your organizational plan.

You can reproduce structural or personnel changes within your company by editing the whole organizational plan, substructures or individual organizational objects using the two tools described above. You can also use Simple Maintenance to plan future developments by simulating various planning scenarios and comparing them to the current organizational plan.

The information stored in the organizational plan on organizational and reporting structures provide a basis for the use of other Personnel Planning and Development components such as Personnel Cost Planning, Compensation Management, Training and Event Management and SAP Business Workflow.