Stepping into mySAP HCM Quickly and Safely with SAP Best Practices for HCM Kim LaPierre – SAP Canada Marian Maravilla – SAP Labs, Palo Alto
What are SAP Best Practices? SAP Best Practices for HCM SAP Best Practices for BI Where to Find More Information
What are SAP Best Practices?
Tools to rapidly implement SAP solutions Deliver predefined or preconfigured content & instructions Based on key business scenarios Clearly defined scope & approach
Help reduce project time and cost SAP Best Practices are provided free to customers and partners Encourage short, focused projects Improve project performance and communication by delivering a clearly defined baseline of scope for common understanding & agreement
Help reduce risk by narrowing project scope Fully tested solution ing both industry-specific and general business practices Predictable implementation time and cost Proven delivery of business value based on SAP experience Data Transfer Toolkit s conversion of standard SAP HCM data
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What kind of SAP Best Practices are available?
SAP Best Practices Portfolio Strategy Industry-focused solutions
Industry SAP Best Practices
Cross-industry packages SAP NetWeaver focused solutions
SAP BP Baseline SAP BP SAP BP for for EP BI
SAP
SAP BP
HCM
SCM
SAP BP for BPM
Solutions based on the SAP Solution Suite © SAP AG 2005, ASUG 2005 / SAP Best Practices for HCM / 4
BP
SAP BP for Mobility
What are SAP Best Practices? SAP Best Practices for HCM SAP Best Practices for BI Where to Find More Information
SAP Best Practices for HCM: Value Proposition SAP Best Practices for HCM provides a set of best business processes that are most commonly requested by our customers. These delivered, pre-configured processes allow customers to quickly implement integrated HCM business activities. s the business processes that companies need Provides country specific pre-configuration that is fully
integrated to the relevant SAP R/3 functions
Allows faster implementation timelines Reduces implementation risk Enables the expansion of a mySAP ERP HCM strategy in
line with business growth
Delivers the key processes of mySAP ERP HCM to enable
a customer to grow with their business
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Comparison: Traditional vs. SAP Best Practices for HCM
Traditional With SAP Best Practices for HCM Configuration Configuration based on based on customer customer requirements requirements
40% to 70%
Time and effort savings
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Enable a fast and easy implementation of mySAP ERP HCM Demonstration of solution that is easy to: Identify with Implement Adapt to specific requirements Get a living and fully documented prototype within days that you can rapidly turn into a productive solution
How can you benefit from SAP Best Practices for HCM? Consistent Messaging and Product expectations System Demonstration with delivered demo data Fit Assessment
Blueprint Use Delivered BP functionality as: Starting point Guide
Training system with delivered demo data Sandbox Testing System
Delivered Business Processes
Procurement
Deployment
What You See Is What You Get
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SAP Best Practices for HCM: Deliverables Methodology & Content
Preconfiguration
Documentation
Automated or Manual Implementation Procedures
Scenario Description,
For mySAP ERP HCM
End Documentation
Configuration Settings
Building Blocks
Installation Guide
Master Data
Data Transfer Toolkit
Configuration Guide
Roles
Delivery Documentation CD
Delivery System Add-On
Business documentation, technical documentation, documentation templates and conversion forms
The Add-On contains all necessary elements that are needed for the installation process of Best Practices
Available as a online via the SAP Service Marketplace © SAP AG 2005, ASUG 2005 / SAP Best Practices for HCM / 9
Basic Roles & Tasks of Project Team using SAP Best Practices for HCM Basis team – Ensure target system prerequisite software is installed if systems have required Packs / Patches / Notes applied according to SAP Best Practices for HCM Instructions Import SAP Best Practices for HCM Add-On
Functional Consulting Team – Review SAP Best Practices for HCM scenario overview and details. Work with customer team to identify which scenarios will be implemented. Activate scenario configuration according to SAP Best Practices for HCM documentation system configuration using scenario BPPs
Customer Project Team – Review configured processes with consulting team to identify level of functionality fit. Use SAP Best Practices for HCM documentation as starting point for system and end- knowledge transfer. Legacy data extraction, cleansing and formatting to SAP Data Transfer toolkit © SAP AG 2005, ASUG 2005 / SAP Best Practices for HCM / 10
SAP Best Practices for HCM (US) – Pre-configuration Personnel istration Personnel Structure Personnel Actions Infotype Menus Benefits Benefits istration COBRA istration FMLA Management Domestic Partner Benefits
Time
Management / Evaluation
Work Schedules Exception Time Reporting Quota Accruals/Balances Time Quota Compensation Daily/Weekly Overtime Limits Wage Type Generation
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Payroll Net Payroll When Paid/When Earned Cumulations Tax Payments and Reporting STD Processing Tips Processing Maternity/Parental Leave Garnishments Off-Cycle Payments Financial Postings 3rd Party Remittances Claims Clearing Payroll Forms
Pay Statement Payroll Earnings/Deduction
SAP Best Practices for HCM (CA) – Pre-configuration Personnel istration Personnel Structure Personnel Actions Infotype Menus Benefits Benefits istration for both Flex and Based benefit plans
Time
Management / Evaluation
Payroll Net Payroll When Paid/When Earned Cumulations STD Processing Vacation Processing Banked Overtime Payments at Rate when earned Worker’s Compensation Top-Up Loan Payoff at Termination Maternity Payments and Top-Up Garnishments Off Cycle Payments
Work Schedules Exception Time Reporting
Financial Postings 3rd Party Remittances
Quota Accruals/Balances Time Quota Compensation
Payroll Forms
Daily/Weekly Overtime Limits Wage Type Generation
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Pay Statement Payroll Earnings/Deduction
Year End Reporting
SAP Best Practices for HCM example: Select the SAP Best Practices for HCM deployment approach .... You have the option of:
An automated installation
Manual configuration – each guides you to the necessary steps in the correct order
For the Installation approach, SAP Best Practices for HCM is delivered with installation roles that provide you with a special menu Assign the Scenario Installation Role to your SAP
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SAP Best Practices for HCM example: Select scenario/s & import Add-On Review Building Block documentation for chosen scenario to ensure system is at proper patch levels
SAP Best Practices for HCM Add-On
Import Add-On using SAINT
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SAP Best Practices for HCM example: Activate the basic settings All preconfigured settings are delivered in Building Blocks via Business Configuration Sets (BC Sets), and eCATTs SAP Best Practices for HCM BC Sets deliver many settings as parameters that the can change before activating the BC Set Additionally, before activation, configuration settings can be compared against current system configuration
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SAP Best Practices for HCM – Benefits Proven Solution: As a proven solution, SAP Best Practices for HCM helps you avoid the system, business process and configuration mistakes of those who start from scratch.
Fast and easy: Rapid implementation techniques make it possible to reduce cost between 40 - 70% over traditional approaches.
Rapid identification: Quick demonstration of practical
solutions in an integrated environment to Executives and Ends
Starting Point: for Business Process Reengineering and ‘Configure to Order’
Sandbox/Testing system: Easy testing of documented
business processes including configuration and a data “refresh” tool for your sandbox system where continuous development can occur without manually creating test data & configuration
Free of Charge!
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Comprehensive Data Transfer Tool To facilitate the customers needs related to Legacy Data conversion a Data Transfer Tool is delivered with SAP Best Practices for HCM which:
Eliminates the need for extensive R/3 technical consulting to develop custom conversion programs
Simplifies the process of converting data from legacy systems into SAP
Includes programs and excel-based data templates for loading all the customer’s HR data from any legacy system to R/3
s the conversion of Organizational Management (OM), Personnel istration (PA) and Payroll (PY) data
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Data Transfer Tool - Overview Organizational Management
With Personnel istration integration either on or off
Personnel istration is ed as a 3 stage process:
Original Hire Employee status as at GoLive Individual Infotype Load
In addition to the conversion of payroll history, a utility is provided to compare legacy and SAP payroll results prior to go-live
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Data Transfer Tool – Process Flow Similar to other conversion tools, pre-defined Microsoft Excel templates
included with the Data Transfer Tool, drive the data transfer programs
Excel - Worksheet Excel - Worksheet Excel - Worksheet
Save as Save
HR Data Transfer Toolbox
i n:
*:\
0000.txt 0001.txt 0002.txt
Data for conversion
Legacy System(s)
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SAP System
Data Transfer Tool – Demo and Test Data Demo data is delivered via the Data Transfer Tool templates, so the conversion process is immediately tested and proven Sample Employee Data
US – sample employee and payroll data ready to load covering 50 states
CA – sample employee and payroll data ready to load covering all provinces and territories
Provides a ready-to-train/ready-to-test environment
Standard processes demonstrated
Can be used for Project team and/or End- training
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Customers Leveraging SAP Best Practices for HCM
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What are SAP Best Practices? SAP Best Practices for HCM SAP Best Practices for BI Where to Find More Information
Overview and Benefits: SAP Best Practices for BI SAP Best Practices for BI allows customers to quickly implement reporting and analytics capability to them in the operation and management of their businesses. We deliver SAP Best Practices as a documentation CD, or as a able file – at no additional cost Provides step-by-step instructions on connecting and
activating popular reporting scenarios through standard SAP Business Content
s activation at the scenario level; activate only
the reporting/analytic content that is needed
Allows faster implementation timeline Reduces implementation risk Enables the expansion of analytics capability as the
business grows
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Key Features: Scenario Scope Enterprise Resource Planning: SAP R/3-based scenarios
s Receivable Analysis
s Payable Analysis
General Ledger Analysis
Asset ing Analysis
Cost Center ing Analysis
Product Cost Controlling Analysis
Profit Center Analysis
CO-PA Analysis
Sales Analysis
Cross-Functional Analysis: Financial and Sales Data
Purchasing Analysis
Manufacturing Analysis
Inventory Analysis
Billing Booking Backlog Analysis
Supply Chain Management
Demand Planning Analysis
APO Resource and Operation Data Analysis
Customer Relationship Management
CRM Lead Analysis
CRM Activities Analysis
CRM Customer Interaction Center (CIC) Analysis
Supplier Relationship Management mySAP HCM analytics
Cross-Application Time Sheet
Time Management - Time and Labor
Personnel Development - Qualifications
Travel Management - Travel Expenses
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SRM Analysis
Product Lifecycle Management
Project System - Controlling and Dates
Key Features: Deliverables example for Time Management scenario
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Macro View: How can SAP Best Practices be applied in a typical BI project? Basic Configuration: 1.
Ensure your system is up to proper patch / service pack levels – SAP Best Practices documentation provides you with prerequisite system levels to ensure scenarios can be configured according to the provided instructions
2.
Once SAP BW software is installed and brought up to specified levels, SAP Best Practices guides you through connecting the SAP BW system with your source SAP Systems.
Scope Selection: 1.
Scenarios provided are commonly required scenarios which provide a good foundation for a “phase-one” scope and is based on standard SAP Business Content, ensuring rapid deployment
2.
Deliverables are clearly stated in documentation for clear understanding of the scope
Training & Configuration: 1.
Step-by step instructions in configuration guides familiarize team with a safe and consistent approach to configure and activate standard SAP Business Content (starting from the bottom-up instead of a top-down approach) to ensure predictable results.
2.
End-s are provided with a basic guide to working with the BEx Analyzer
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Example/Demo: Time Management Analysis Establish connectivity between systems Define source system in SAP R/3
Define sources system in SAP BW
Activate Metadata from source systems in SAP BW
Configure general SAP BW settings Transfer application component heirarchy (SAP R/3) Configure general settings for each source system
Define settings for Material numbers Transfer Global Settings Maintain your source System ID‘s
Configure content unique to HCM Analysis
Transfer data sources
Configure Logistics Extract Structures Replicate data sources Activate Business Content Load Data & define delta loads
Activate final conent & assign to Activate queries Load and assign role to to execute queries © SAP AG 2005, ASUG 2005 / SAP Best Practices for HCM / 27
What are SAP Best Practices? SAP Best Practices for HCM SAP Best Practices for Business Intelligence Further of Business Information Management with SAP Enterprise Portal Where to find more information
Overview and Benefits: SAP Enterprise Portal Providing a single face to all applications, content and processes…
Employees
Partners
Enabling remote access and streamlined interface… Delivering cost saving SelfService… Rolling out new convenient channels to communicate and transact… Intrinsically integrated into the SAP solution landscape… SAP BW © SAP AG 2005, ASUG 2005 / SAP Best Practices for HCM / 29
SAP R/3
SAP CRM
etc. …
Overview and Benefits: SAP Best Practices for Enterprise Portal
SAP Best Practices allows customers to quickly implement SAP Enterprise Portal 6.0 able or delivered as a documentation CD – at no additional cost Provides scenario-based step-by-step instructions and content to set up the Enterprise Portal using:
New portal content for SAP R/3 and SAP BW Most critical SAP Business Packages from iView Studio
• •
ESS & MSS CRM
Integration of back-end SAP components and solutions (SAP R/3, SAP BW, mySAP CRM)
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Key Features: Scenario Scope 1. Employee Self-Service 2. Manager Self-Service 3. Executive Cockpits CEO, Sales, Financial, Inventory & Production
4. Business Analysis using SAP BW Reports Repository 5. Effective Communication 6. Working Collaboratively 7. Sales & Purchase Order Processing 8. mySAP CRM Sales, Service, & Marketing scenarios And, new instructions for latest functionality including: SAP BW Alerts MS Outlook integration Using the SAP NetWeaver Visual Composer Working with the Universal Work List Real-time © SAP AG 2005, ASUG 2005 / SAP Best collaboration Practices for HCM / 31
Key Features: Deliverables example for Executive Cockpit
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Macro View: How can SAP Best Practices for EP be used to rapidly deploy analytics via the web? Installation and basic configuration of SAP EP: 1.
Either use SAP NetWeaver Rapid Installer, or SAP Best Practices instructions to install SAP EP and connect it to your source systems
2.
Import SAP Best Practices for EP portal content (roles, iViews & Worksets) which contain Executive Cockpits and the SAP BW Reports Repository based on SAP Best Practices for BI.
Scope Selection: 1.
Scenarios provided are commonly required scenarios which provide a good foundation for a “phase-one” scope and is based on standard SAP Business Content, ensuring rapid deployment
2.
Deliverables are clearly stated in documentation for clear understanding of the scope
Training & Configuration: 1.
Step-by step instructions in configuration guides familiarize team with a safe and consistent approach to deploy content in the portal.
2.
Additionally, s are provided with basic instructions on other Portal functionality
3.
End-s are provided with a basic guide to working with the scenarios via the SAP Enterprise Portal
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Example / Demo : Executive Cockpit Install the Portal Use SAP Best Practices documentation for: A step-by step procedure for Microsoft landscape
Or, for an intallation option use the SAP NetWeaver Rapid Installer
Configure Basic Settings Create new s for project team Gain familiarity with basic Portal functionality
Establish Connectivity with systems Such as SAP R/3, SAP BW, and mySAP CRM Map s to source systems
Import Scenario Portal Content
Import SAP Best Practices Content
If SAP BW is not configured, use BI guides: 1. Define Alerts queries in SAP BW
2. Configure & build dashboard with the SAP BW Web Application Design
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Example / Demo : Executive Cockpit Start using the system... Test drive the scenario by reviewing Business Process and Procedure in the Scenario Installation Guide Work with project team and community to define delta requirements or prototype review
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What are SAP Best Practices? SAP Best Practices for HCM Adding value with SAP NetWeaver Best Practices Where to Find More Information
Where to Learn More? http://service.sap.com/bp-hcm
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Information and ing SAP Best Practices for HCM On the following site: http://service.sap.com (SAP Service Marketplace)
Use alias “/bestpractices” and navigate to: Cross-Industry Packages > Human Capital Management Free of charge s: SAP Best Practices for HCM – US: http://service.sap.com/bestpractices Cross Industry Packages Human Capital Management Best Practices for mySAP HR US SAP Best Practices for HCM – CA: http://service.sap.com/installations SAP Installations & Upgrade Entry by Application Group Best Practices for mySAP All-in-One SAP BP for Human Capital Mgmt.
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