EXERCISE

HCM 1: Model Organizational Structure

Exercise Model GBI’s organizational structure. Time 10 min

Task Sketch an organizational structure including four hierarchy levels for the organizational
units described in the GBI scenario and integrate a new security unit into the Administration
department of this organizational structure. GBI’s headquarters are located in Dallas and GBI is
registered as a US company. GBI also operates a subsidiary company, Global Bike Germany
GmbH which is based in Heidelberg. A new security department should be set up and integrated
into the existing organizational structure of GBI US. The new department obtains its offices at the
group’s headquarters in Dallas and belongs to the Administration and Financials department.
Have a look at GBI’s company story in order to complete the exercise.

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HCM 2: Organizational Structure in SAP

Exercise SAP ERP organizational structure. Time 10 min

Task Which data objects can be used in the HR organizational structure in SAP ERP 6.04?

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HCM 3: Personnel Master Record

Exercise Personnel master record. Time 5 min

Task Which data is generally required for a personnel master record in a company?

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HCM 4: Display Organizational Plan

Exercise Display the organizational plan of the Global Bike Group. Time 10 min

Task Use the SAP Easy Access Menu to review the organizational plan of the Global Bike
Group.

The Organizational Structure is composed by the Enterprise Structure, the Organizational

structure
Personnel Structure, and the Organizational Plan. Before the employee’s
personnel master data can be entered an organizational structure needs to be
Enterprise structure
defined. Employees are integrated in this structure. The Enterprise Structure
represents formal and financial structures in a company and is basically
composed by the company code, the personnel area, and the personnel subarea. Personnel structure
The Personnel Structure displays the relationship between employees and
assigns them to certain employee groups and subgroups. The structural and
personnel company model is illustrated in the Organizational Plan. Organizational plan

In order to review the organizational plan, follow the SAP Easy Access menu Menu path

path:
Human Resources ► Organizational Management ► Organizational
Plan ► Organization and Staffing ► Display
To display the organizational plan, search for the Global Bike group in the
window Find by on the left side of the screen. There, choose Organizational Organizational unit
unit and Search Term. Search Term

In the following screen, in the With name entry field enter search term Global Global Bike Group

Bike Group and press . The search result should be displayed in the
hit list on the left side of the screen.

The organizational unit’s chief is the Co-CEO . If you do not see the Chief
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column, please click on and activate check box Chief.

After double-clicking on this unit the organizational plan is displayed in the

structural view on the right side of the screen.

In order to view all departments and positions within the Global Bike group
expand the organizational plan by clicking on (Expand node).

Organizational units are represented by icons, while positions are displayed

as or as in case of the head of the department. Persons that staff regular
positions are represented by the icon.

With the help of this information, please answer the following questions:
How many positions are planned for the organizational unit Sales Area US
West?
Does the Software department have a head of department?

In the organizational plan, go to Global Bike US ► Administration and

Financials and double-click on the Financials Department.

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On the bottom of the screen, details for the Organizational unit Financials are
displayed. Have a look at all tabs and find out:
Assigned company code:
Validity period:
City:

Double-click on Silvia Cassano who is the Accounts Payable Specialist in

order to display her details on the bottom of the screen. Find out the following
information:
Employee group she belongs to:
Personnel Area she belongs to:

Click on the exit icon to return to the SAP Easy Access screen.

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HCM 5: Create Personnel Master Record

Exercise Create a personnel master record. Time 10 min

Task Use the SAP Easy Access Menu to create a personnel master data record of a person
working in the Global Bike Group.

In order to create the personnel master record, follow the SAP Easy Access Menu path

menu path:
Human Resources ► Personnel Management ► Administration ► HR
Master Data ► Personnel Actions
Please enter the 1st of January of the current year as start date. Then, select Jan 1 of current year
Org.mgmt. (mini
action Org.management (mini master) from the corrective actions and enter master)
Personnel area DL00, Employee group 1, and Employee subgroup U4. Then, DL00
highlight the action and click on (Execute). 1
U4

In the Create Actions screen, find the position Sales Manager with the F4 help Sales Manager

and the Structure Search. Follow the path Global Bike Group ► Global Bike
US ► Administration and Financials ► Financials ► Accounting ►
Chief Accountant, highlight the position and continue with .

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Then, press Enter to continue and save your data with .

You will be taken to the Create Personal Data screen. Enter a name and a date Name
Birth date
of birth for your manager. For Social Security Number (SSN), choose a nine- 9-digit number
digit number of your choice. Then, press Enter to confirm your entries. The
screen with all data should look like shown in the following screen.

Then, save your data. You will automatically be taken to the next infotype. Personnel number

Write down the Personnel Number of your employee.

In the Organizational Assignment infotype, define FI00 as subarea. Save your FI00
Yes
data and choose YES to confirm the selection of your position’s vacancy.

In the next infotype Create Basic Pay, enter PS Group SALES and press Enter. SALES

Save your data with .

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Click on the exit icon to return to the SAP Easy Access screen.

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HCM 6: Display Personnel Master Record

Exercise Display a personnel master record. Time 10 min

Task Use the SAP Easy Access Menu to review a personnel master record of a person working in
the Global Bike Group.

In order to display a personnel master record, follow the SAP Easy Access Menu path

menu path:
Human Resources ► Personnel Management ► Administration ► HR
Master Data ► Display

You should see the Display HR Master Data screen. Type in the personnel Personnel number

number you have written down in the previous task and press Enter. The
system displays general organizational data of the employee and all infotypes.
Infotypes for which data is maintained are marked with .

Then, highlight the Organizational Assignment infotype and press Display. Organizational
Assignment

In the Display Organizational Assignment screen, please find out the following

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information:
Subarea the person belongs to:
Position the person fills:
With the help of the F1 help find out the definition of an Employee Group: F1

Click on the back icon to leave the organizational assignment screen and go
back to the HR Master Data.

Then, highlight the Personal Data infotype and press Display. In the
Display Personal Data screen, find out the following information:
Name of the employee:
SSN:
Date of Birth:

Click on the exit icon to return to the SAP Easy Access screen.

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