HCM Base Services in Manager Self-Service (F09) EHP6 for SAP ERP 6.0 January 2013 English. Building Block Configuration Guide

Transcription

1 EHP6 for SAP ERP 6.0 January 2013 English HCM Base Services in Manager Self-Service (F09) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee Walldorf Germany

2 Copyright 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see for additional trademark information and notices. SAP AG Page 2 of 19

3 Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Example text EXAMPLE TEXT Example text EXAMPLE TEXT Example text <Example text> Description Words or characters that appear on the screen. These include field names, screen titles, buttons as well as menu names, paths and options. Cross-references to other documentation. Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. SAP AG Page 3 of 19

4 Contents 1 Purpose Preparation Prerequisites Copying of SAP Standard Objects Configuration Manager Self-Service (Web Dynpro ) Activate Business Functions Activate Services Object-Based Navigation Create Role for Manager Self-Service and Assign to s Configure Organizational Chart Visualization SAP AG Page 4 of 19

5 HCM Base Services in Manager Self-Service: Configuration Guide 1 Purpose The purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed, using the corresponding installation or configuration guides for installation. If you prefer to install the solution automatically using BC Sets and other tools, refer to the Quick Guide of your SAP rapid-deployment solution that is attached to the SAP Note. This document supplements the existing Customizing documentation in the Implementation Guide (IMG) and provides additional information where required. 2 Preparation 2.1 Prerequisites Before you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for the SAP Personnel Administration and Organization Management rapid-deployment solution. You will find this document in the content library attached to the Step-by-Step Guide. 2.2 Copying of SAP Standard Objects Wherever possible, objects that belong to the standard SAP delivery have been copied for this rapid-deployment solution. We do not recommend changing the standard SAP objects. Copying the standard objects is a major implementation accelerator. You can immediately make adjustments to the solution objects by copying objects. s to the standard SAP objects will not affect the solution objects and changes to the copied objects will not be affected in this way. s to standard SAP objects affect objects that were copied as delta links. These objects inherit changes from their parent objects. Detailed descriptions of the objects and the copied objects can be found in the Configuration section. 3 Configuration The following section describes the complete settings for this building block. These settings can be divided into two main groups: Prerequisite settings that have to be checked and were delivered by SAP (as part of the standard delivery). o The term refers to these prerequisite settings. Additional settings that need to be made covered either by automation or manual configuration (in the customer namespace). o The term Create refers to these additional settings in the text. SAP AG Page 5 of 19

6 3.1 Manager Self-Service (Web Dynpro ) Activate Business Functions As a prerequisite for configuring the Manager Self Service (Web Dynpro ) application component, it is important to check that the relevant business functions have been activated. Procedure 1. Access the transaction using one of the following navigation options: Transaction Code IMG Path SFW5 SAP Customizing Implementation Guide Activate Business Functions On executing this IMG step, a secrity information system message is displayed as follows:careful! Only reversible business functions can be deactivated. For this reason, activate only required business functions. In case of doubt, read the corresponding documentation. Select the Continue button to proceed with caution. 2. On the <System ID, for example, RDF> - Switch Framework: Business Function Status screen, choose ENTERPRISE_BUSINESS_FUNCTIONS and expand the tree for this dialog structure. the status of the following business functions is Active: HCM_ASR_CI_3 (HCM, Administrative Services 03) HCM_MSS_WDA_1 (Manager Self-Service on Web Dynpro ) HCM_NWBC_ROLES (HCM, Roles for SAP NetWeaver Business Client) HCM_PD_UI_1 (HCM, PD UI Visualization 01). These switches relate to the MSS Add-on, Version 1.0, and the associated Embedded Org Chart functionality, as well as general switches for HCM Processes and Forms and SAP NWBC roles Activate Services Procedure 1. Access the transaction using the following navigation options: Transaction Code SICF 2. the Web Dynpro services HIER_VIS_UI_WRAPPER and FLASHISLANDS are set to Active in SICF, together with all HRMSS* services. If there are any issues, contact the Basis team to ensure appropriate functions and services are activated appropriately. 3. For further details on the technical prerequisites for Manager Self-Service (MSS), refer to the Quick Guide for this SAP rapid-deployment solution, as stated earlier. SAP AG Page 6 of 19

7 3.1.3 Object-Based Navigation Procedure 1. Access the transaction using one of the following navigation options: Transaction Code IMG Path LPD_CUST SAP Customizing Implementation Guide Personnel Management Manager Self-Service (Web Dynpro ) Object-Based Navigation Adjust Object-Based Navigation for Manager Self-Service 2. On the of Launchpads screen, check the following settings: Role Instance Description Repository MSS EMPLOYEE_MEN U MSS MSS_EMPLOYEE_ PROFILES Navigation Menu MSS s MSS NAV Navigation Objects for MSS X MSS NAVIGATION MSS s MSS ORGANIZATION_ MENU MSS RELATED_ACTIVI TY Menu for Organizational Related Activity Links Other role entries exist for MSS but are not relevant to this solution and can be ignored in relation to this building block. 3. Some of the underlying menus must be changed to more accurately reflect the scope of this rapid-deployment solution and to enhance its usability. This is achieved by the following configuration, which must be performed as manual steps in each SAP client, such as QA and Production, as part of the client preparation activities. 4. From the of Launchpads screen, select the Role MSS and the Instance EMPLOYEE_MENU and click the icon. 5. From the Launchpad Role: MSS Instance: EMPLOYEE_MENU screen, check or modify the values as described in the table below: Menu (1) (2) Applica-tion Type Desc. Description of Navigation Menu N/A s N/A OBN N/A SAP AG Page 7 of 19

8 Menu (1) (2) Applica-tion Type Desc. Description of Talent OBN s after related activities below s on s on s on Time Management on Time Management on Time Management on Compensation Personal Travel Create Leave Request Leave OBN Separator Time Management on Time Management on View Time Account Balance Time Statement Separator Time Management on Time Management on Record ing Time Clock-In / Out Corrections s N/A N/A s after removing related sub-applications to s. s s s s s s SAP AG Page 8 of 19

9 after related activities below Menu (1) Processes on Processes on Processes on Travel and Expenses on Travel and Expenses on Travel and Expenses on Travel and Expenses on Travel and Expenses on Travel and Expenses on (2) Search Requests Start Requests Create Expense Report Express Expense Sheet Create Travel Plan Create Travel Request Total Compensation on Digital Personnel File Applica-tion Type Desc. Separator 6. Save your entries and return to the of Launchpads screen. Description of N/A Text to Search Processes. Text to Start Process. after removing related sub-applications to s. s s s s s s Please make sure that you don't maintain empty s. The empty s will generate in appropriate event id's which eventually result in exception. Hence, if you face such exception in the MSS Add-on Home Page application, please SAP AG Page 9 of 19

10 make sure to check the launchpad entries for any empty s. Please see also note Select the role MSS and the instance ORGANIZATION_MENU; select the icon. 8. From the Launchpad Role: MSS Instance: ORGANIZATION_MENU screen, check or modify the values as described in the table below: Menu (1) (2) Type Desc. Description of Menu for Organizational N/A Search Request Text to Search Organizational Processes. Start Request Text to Start Organizational Process. Organizational OBN N/A 9. Save your entries and return to the of Launchpads screen. 10. Select the role MSS and the instance RELATED_ACTIVITY; select the icon. 11. From the Launchpad Role: MSS Instance: RELATED_ACTIVITY screen, check or modify the values as described in the table below: Menu (1) (2) Type Desc. Description of Related Activity N/A Related Activity N/A Related Activity Talent OBN s Related Activity Compensation Related Activity Digital Personnel File OBN s s Related Activity Separator Related Activity Personal (on EE) Related Activity Travel (on EE) N/A s SAP AG Page 10 of 19

11 Menu (1) (2) Type Desc. Related Activity Separator N/A Related Activity Start Related Requests (on EE) Related Activity Search Related Requests (on EE) Related Activity Separator N/A Related Activity Create Leave Request (on EE) Related Activity Leave (on EE) Related Activity View Time Account Balances (on EE) Related Activity Time Statement (on EE) Related Activity Clock-In / Out Corrections (on EE) Related Activity Record ing Time (on Behalf of EE) Description of text to Start Related Processes (on EE) text to Search Related Processes (on EE) s s s s s s Related Activity Separator Related Activity Create Expense Report (on EE) Related Activity Express Expense Sheet (on EE) s s SAP AG Page 11 of 19

12 Menu (1) (2) Type Desc. Description of Related Activity Create Travel Plan (on Behalf of EE) Related Activity Create Travel Request (on EE) s s Related Activity Separator Related Activity Total Compensation on s Related Activity Separator 12. Save your entries and return to the of Launchpads screen. Please make sure that you don't maintain empty s. The empty s will generate in appropriate event id's which eventually result in exception. Hence, if you face such exception in the MSS Add-on Home Page application, please make sure to check the launchpad entries for any empty s. Please see also note Create Role for Manager Self-Service and Assign to s The following steps describe the activities required to configure a role for Manager Self- Service (MSS) for use in SAP NetWeaver Business Client (NWBC) for HTML. The configured role is aligned with the personnel administration and organization management scope of the rapid-deployment solution. PFCG roles are delivered with the SAP Best Practices add-on, as described in the Quick Guide. Composite Role SAP_NBPR_XX_MSS_PAOM_NWBC_M Description MSS NWBC Role (HCM RDS PA&OM) Single Role SAP_NBPR_XX_ASR_MSS_PAOM-M1 SAP_NBPR_XX_MSS_NWBC_PAOM- M2 HR Administrative Services : Manager Single Role for the Manager Containing Menu Structure for NWBC Procedure The manual steps required to set up the roles (if the SAP Best Practices add-on is not installed) are as follows: 1. Access the transaction using one of the following navigation options: Transaction Code PFCG IMG Path SAP Customizing Implementation Guide Personnel SAP AG Page 12 of 19

13 Management Manager Self-Service (Web Dynpro ) Manager Self-Service in SAP NetWeaver Business Client Create Role for Manager Self-Service and Assign to s 2. On the Role Maintenance screen, create a new role by copying the standard SAP role as follows: Field Name Role Entry Value Use the drop-down search on tab Composite Role to locate the SAP standard composite role MSS role SAP_MANAGER_MSS_NWBC_2 3. Select Copy Role icon and specify a name in your namespace, for example, as follows: Field Name from role to role 4. Select the Copy All icon. Entry Value SAP_MANAGER_MSS_NWBC_2 Y_NBPR_XX_MSS_PAOM_NWBC_M 5. A system message confirmscomposite Role successfully copied with the single roles. 6. In the dialog box, choose YES to the prompt Should the Single Roles be Copied and Reentered? 7. InEnter target for single roles, select the roles to be copied and enter names for the new single roles in your namespace, for example, as follows: Old role SAP_ASR_MANAGER SAP_MANAGER_MSS_SR_NWBC_2 New Role Y_NBPR_XX_ASR_MSS_PAOM-M1 Y_NBPR_XX_MSS_NWBC_PAOM-M2 8. A system message confirmsrole SAP_NBPR_XX_MSS_PAOM_NWBC_M incompletely created. Not all single roles were copied. New single roles assigned. 9. On the Role Maintenance screen, select the icon to go to the Roles screen. 10. On the Description tab, create the following entries: Field Name Description Long Text Entry Value MSS NWBC Role (HCM RDS PA&OM)) This role is a copy of the SAP standard, composite role SAP_MANAGER_MSS_NWBC_2, together with relevant, corresponding single roles. For delivery with the RDS for SAP ERP HCM Personnel Administration and Organization Management. No country-specific roles are included in this role. 11. On the Roles tab, the following single roles should be specified as Active: Role Name Target sys Y_NBPR_XX_ASR_MSS_PAOM-M1 Y_NBPR_XX_MSS_NWBC_PAOM-M2 HR Administrative Services : Manager Single Role for the Manager Containing Menu Structure for NWBC user system user system Active X X SAP AG Page 13 of 19

14 Inactive roles can be removed. Select the relevant entries and click on the Row button to delete the entries. 12. On the Roles screen, menu tab, select the Other Node Details button and check or change the following settings: Manager Self-Service 1 2 Web Dynpro / Transaction Home Home Home Other Items Other Items Other Items Other Items HRMSS_HOME PAGE IBO_WDA_INB OX SWNWIEX ASR_PROCES S_EXECUTE_F PM ASR_PROCES S_SELECT HRMSS_A_CA TS_APPROVAL _1 HRMSS_A_CIC O_APPR HRESS_A_TIM E_DATESEL HRMSS_A_CA TS_APPR HRESS_A_PTA RQ_LEAVREQ _APPL FITV_POWL_A PPROVER FITV_POWL_P ERSONALIZATI ON FITV_TRIP_FO RM ASR_PA_PD_P ROCESSES_DI SPLAY Team Team Text / Characteristic Manager Self-Service Home Page Page / Default Page / Visible WF Notification: Edit Item / Invisible Inbox: Execute Process / Invisible Inbox: Select Process / Invisible Approve Individual Time Sheet / Invisible Approve Clock-In/Out Corrections / Invisible Time Statement / Invisible Approve Multiple Time Sheets / Invisible Approve Leave Request / Visible Travel Approval Center / Invisible Call Personalization / Invisible Display Form / Invisible Process / Visible Team HRMSS_TEAM Team Page / Default SAP AG Page 14 of 19

15 1 2 Team Information Team Information Team Information Team Processes for s Team Processes for s Team Processes for s Team Processes for s Team Processes for s Team Team Recruiting Talent Management Planning Projects Budget Course Assignments Personnel Cost Planning Web Dynpro / Transaction _PAGE HRMSS_EMPO VERVIEW_TEA MVIEWER HRMSS_EMP_ OVERVIEW_P ROFILE ASR_PROCES SES_DISPLAY ASR_PROCES S_EXECUTE_F PM ASR_MASS_ST ART_PROCES S ASR_PROCES S_EXECUTE_F PM ASR_FORM_DI SPLAY ASR_FORM_DI SPLAY Text / Characteristic Page / Visible Information / Visible / Invisible / OBN -Related Process / Visible Processes for s / Visible Start Process for Multiple s / Invisible Start Hiring / Invisible Display Form / Invisible OBN: Display Form (Manager) / Invisible Course Assignments Personnel Cost Planning Recruiting Talent Management Planning Projects Budget Organization Organization Organization HRMSS_ORGP ROFILE_TEAM VIEWER Organization Organizational Services ASR_PA_PD_P ROCESSES_DI SPLAY Organizational Information / Default Page / Visible Organization-Related Processes / Visible SAP AG Page 15 of 19

16 1 2 Web Dynpro / Transaction Text / Characteristic Organization Organizational Services Organization Organizational Services Organization Organizational Services Organization Organizational Services Organization Organizational Services Organization Organizational Services HRMSS_ORGA NIZATIONAL_P ROFILE HRMSS_POSP ROFILE_TEAM VIEWER HRMSS_POSIT ION_PROFILE ASR_PROCES S_EXECUTE_F PM ASR_SRCH_P D_PROCESS MAINTAIN_PO SITION_REQ Organization / Invisible Position Information / Visible Position / Invisible Start Organizational Process / Visible Search Processes / Visible Edit Position Details / Invisible 13. Save your entries. Reports Reports Empty s are not shown in the navigation menu of SAP NetWeaver Business Client. If you want to restore s/services which are not part of this package, on the Roles screen, select the Menu tab. Select the Import Menu button. On the Create Menu from the Menus of the Contained Roles popup, select Merge. On the Information screen, choose Continue (Enter) to proceed. Now there is an additional New Menu Options from which you can manually distribute the /single services in the menu Configure Organizational Chart Visualization You have to check if the relevant Business Function is activated, as outlined in the Activate Business Functions section above. Organizational Chart Visualization is available in the following MSS (WDA) applications within the scope of this rapid-deployment solution: Team View Position Details Start Process for Start Organizational Process The following manual steps are required to ensure that the applications work as expected Organizational Chart Visualization: Standard Configuration In this step, checks are made to ensure that the embedded org structure was correctly installed and the configuration settings are available, as expected. Procedure 1. Access the transaction using one of the following navigation options: SAP AG Page 16 of 19

17 Transaction Code IMG Path SPRO SAP Customizing Implementation Guide Personnel Management Manager Self-Service (Web Dynpro ) Organizational Chart Visualization Configure Organizational Chart Visualization Standard Organizational Chart Configuration On executing this IMG step, a system message is displayed: Caution: The table is cross-client. Select Continue (Enter) to proceed. A further system message is displayeddo not make any changes (SAP data). Select Continue (Enter) again to proceed. 2. On the of View Hierarchy : screen, check that the following settings exist but do not make any changes: Hierarchy Hierarchy Text Implementation Class Default Layout Show boxes HIERVISDEMO Hierarchy Visualization Demo CL_HIER_VIS_BUILDER_ DEMO Horizontal X X X X MSSBIZVIEW Hierarchy for MSS biz card view CL_HIER_VIS_OADP_MSS _IMPL Horizontal X X X X MSSEESELECT Hierarchy for Start Process for CL_HIER_VIS_OADP_DEF AULT_IMPL Horizontal X X X X X MSSMASSPROC Hierarchy for Start Process for Multiple s CL_HIER_VIS_OADP_DEF AULT_IMPL Horizontal X X X X X MSSPRQ Hierarchy for Maintain Position Requirements CL_HIER_VIS_OADP_DEF AULT_IMPL Horizontal X X X X X PDPROCESSSEL Hierarchy for Start Process for Organizational Objects CL_HIER_VIS_OADP_DEF AULT_IMPL Horizontal X X X X X 3. Select the Back (F3) button to return to the Choose Activity screen and the Cancel (F12) button to return to the Display IMG screen Organizational Chart Visualization: Transfer Standard Organizational Configuration In this step, the standard SAP configuration relating to specified hierarchies can be transferred to the customer table V_THV_APP_C to change the standard configuration, if required. Procedure 1. Access the transaction using one of the following navigation options: Transaction Code MOVE_HIER_CONFIG IMG Path SAP Customizing Implementation Guide Personnel Management Manager Self-Service (Web Dynpro ) Organizational Chart Visualization Configure Organizational Chart Visualization Transfer Standard Organizational Configuration 2. On the Transfer Standard Organizational Configuration screen, use the drop-down search to select the hierarchy you wish to transfer, for example, MSSBIZVIEW. SAP AG Page 17 of 19

18 3. Select Choose the Execute (F8) button. A system message is displayed: Configuration moved successfully. 4. Repeat steps 2 and 3 above for all relevant hierarchies. If you are implementing all the scenarios within the scope of this rapiddeployment solution, this will include the hierarchies HIERVISDEMO, MSSEESELECT, and PDPROCESSSEL (in addition to MSSBIZVIEW). 5. Select the Back (F3) button to return to the Choose Activity screen and the Cancel (F12) button to return to the Display IMG screen Organizational Chart Visualization: Maintain Transferred Organizational Configuration In this step, the SAP configuration for Organizational Chart Visualization can be maintained in the customer view, if required. Procedure 1. Access the transaction using one of the following navigation options: Transaction Code IMG Path SPRO SAP Customizing Implementation Guide Personnel Management Manager Self-Service (Web Dynpro ) Organizational Chart Visualization Configure Organizational Chart Visualization Maintain Transferred Organizational Chart Configuration 2. On the View Hierarchy : screen, make the following changes, if required: Hierarchy Hierarchy Text Activate Hierarchy Description of HIERVISDEMO Hierarchy Visualization Demo MSSBIZVIEW Hierarchy for MSS biz card view MSSEESELECT Hierarchy for Start Process for PDPROCESSSEL Hierarchy for Start Process for Organizational Objects X X X X Add Text & Activate Add Text & Activate Add Text & Activate Add Text & Activate 3. Select the Save button. In the Prompt for Customizing request dialog box, select Create request and enter a short description. Select the Save (Enter) and Continue (Enter) buttons to proceed. A system message confirmsdata was saved and you return to the View Hierarchy : screen. 4. Select the MSSBIZVIEW hierarchy and double-click Structure from the dialog navigation menu to display the View Structure : screen. 5. Select the MSS_EMP_HIER structure and double-click the Navigation Events from LPD Customizing node in the dialog navigation menu. 6. In the Determine Area: Entry dialog box, use the drop-down search to locate the MSS_TMV_BIZ_NAV navigation field group and select the Continue (Enter) button to display the View Navigation Events from LPD Customizing : screen. 7. If no entries exist, select the New Entries button to display the New Entries: Details of Added Entries screen. If entries do exist in your system, check they correspond to the details specified in the following step. SAP AG Page 18 of 19

19 8. For the Hierarchy Name MSSBIZVIEW, Structure Name MSS_EMP_HIER and Navigation Field Group MSS_TMV_BIZ_NAV, create a Navigation Event for LPD Customizing by adding the following entries: Field Name Role Instance Entry Value Use the drop-down search to locate the role MSS. Use the drop-down search to locate the instance EMPLOYEE_MENU. 9. Save your entries and assign your changes to a transport request, as specified earlier in this activity, if prompted. 10. Repeat steps 8 and 9 for the Hierarchy Name MSSBIZVIEW, Structure Name MSS_EMP_HIER, and Navigation Field Group MSS_TMV_BIZ_EOR. 11. From the New Entries: Details of Added Entries screen, double-click the Navigation Field Group node in the dialog navigation menu to display the View Navigation Field Group : screen. 12. Select the MSS_TMV_BIZ_NAV Navigation Field Group and double-click the Navigation Events node in the dialog navigation menu. 13. If no entries exist in your system for the Hierarchy Name MSSBIZVIEW, Structure Name MSS_EMP_HIER, and Navigation Field Group MSS_TMV_BIZ_NAV, select the New Entries button to display the New Entries: Details of Added Entries screen. If entries do exist in your system, check whether they correspond to the details specified in the following step. 14. /enter the details as follows: Field Name Event Identifier Event Description Entry Value SHOW_SHORT_PROFILE Display Short 15. Save your entries and assign your changes to a transport request, as specified earlier in this activity, if prompted. SAP AG Page 19 of 19