HUMAN RESOURCE INFORMATION SYSTEMS SUPPORTED BY SAP ECC 6.0 UNIT 2 RECRUITMENT AND SELECTION Originally Developed by: Kathleen M. Utecht, Ph.D. Central Michigan University Updated for SAP 6.0 by: Robert C. Hoell, Ph.D., SPHR Georgia Southern University SAP University Alliance Program Curriculum Development Modified for Georgia Southern University INTRODUCTION TO HUMAN RESOURCE MANAGEMENT SUPPORTED BY SAP 6.0 UNIT 2 RECRUITMENT AND SELECTION Interactive Exercises Exercise 2.1: Remove the Compensation & Benefits Manager Position Holder Exercise 2.2: Enter the Qualifications and Proficiencies for the Compensation & Benefits Manager Position Exercise 2.3: Maintain the Vacancy Status for the Compensation & Benefits Manager Position Exercise 2.4: Display the Vacancy for the Compensation & Benefits Manager Position Exercise 2.5: Create an Advertisement for the Compensation & Benefits Manager Position Exercise 2.6: Enter Initial Applicant Data Exercise 2.7: Hire an Applicant - Applicant Database Exercise 2.8: Hire an Applicant - Transfer to Master Data Exercise 2.9: Enter the Qualifications and Proficiencies of the Newly Hired Compensation & Benefits Manager Exercise 2.10:Verify the Qualifications and Proficiencies of the Newly Hired Compensation & Benefits Manager and Review Qualifications Profile Match-Up Exercise 2.11: Display and Review the Personnel File or Database of the New Compensation & Benefits Manager Employee 1 UNIT 2 RECRUITMENT AND SELECTION You have recently developed the organizational structure for your personally named organization by creating functional area of business units with jobs and positions. As the Human Resource Manager you have an immediate need to fill the position of Compensation & Benefits Manager. To begin the process of recruitment and selection, you will need to identify the qualifications and proficiencies required for the position, advertise the position vacancy, review applications, and hire the best candidate for the position. Exercise 2.1: Remove the holder from the Compensation & Benefits Manager Position. MENU PATH: Human Resources Organizational Management Expert Mode Simple Maintenance Change (Double Click) a)Enter Organizational Unit Number created in Exercise 1.1 (XX YOUR PERSONALLY NAMED COMPANY), if prompted. b)Enter dates Valid from 01.01.2004 To 31.12.9999. c)Click Change icon to view the structure of the organizational unit. Click on Staff assignments button d)Click Human Resources folder in organizational structure to view organizational units in Human Resources. e)Click Compensation & Benefits folder to view Compensation & Benefits Manager position (in yellow). f)Click Compensation & Benefits Manager to view the holder you assigned to this position in Exercise Unit 1 (in green). g)Click the Holder so that the person’s name is highlighted (changes to dark blue). Now Right-Click on the highlighted person. Scroll down the list of options and choose Delete Assignment. On the next screen that pops-up (the Delete Relationship box) choose the Delete icon (a trash can). In the next pop-up screen 2 (Create Vacancy) choose no. You might get an error message here that says “No Technical Person found” – that is okay, choose Exit, and you’ll be returned to the SAP Main Menu. f) Click the “Refresh” button g) Enter Organizational Unit Number created in Exercise 1.1, if needed. h) Click Compensation & Benefits folder to view Compensation & Benefits Manager position (in yellow). i) Highlight the Compensation & Benefits manager position. Right Click and choose “Object description”. Locate the Compensation & Benefits Manager position number (Object ID) in the Maintain Object Screen. j) Record the Compensation & Benefits Manager Position Number in the Exercise log. k) Return to the SAP main menu. Exercise 2.2: Enter the Qualifications and Proficiencies for the Compensation & Benefits Manager Position. Enter Transaction Code: /NPMOM in the Command field Click on Enter a) Enter Organizational Unit Number created in Exercise 1.1 and dates Valid from 01/01/2004 To 12/31/9999. b) Click Change icon. c) Click Human Resources folder and Compensation & Benefits folder to display Compensation & Benefits Manager position (in yellow). d) Click (highlight) any letter in the Compensation & Benefits Manager Position unit. 3 MENU PATH: Select GotoDetail Maintenance e) Verify Object type as Position and Object ID as Compensation & Benefits Manager Position Number in Maintain Object Screen. f) Click Relationships button (at left so Relationships is highlighted in color). g) Click Create infotype icon in Maintain Object Screen. g) Click Allowed relationships bar) in Create Relationships Screen. button (on the application tool i) Double Click A/022/B to enter Requires Development Plan for position. j) Click Drop Down arrow in ID of Related Object data field in Related Object box to view qualifications options. k) Enter “Orientation” (object ID = 50028699), click the green check mark icon when the item is found. l) Click Save icon, twice. Note “Record Created” message. Return to SAP main menu. Enter Transaction Code: /NPMOM in the Command field Click on Enter m) Enter Organizational Unit Number created in Exercise 1.1 and dates Valid from 01/01/2004 To 12/31/9999. n) Click Change icon. o) Click Human Resources folder and Compensation & Benefits folder to display Compensation & Benefits Manager position (in yellow). p) Click (highlight) any Letter in the Compensation & Benefits Manager Position unit. 4 MENU PATH: Select GotoDetail Maintenance q)Verify Object type as Position and Object ID as Compensation & Benefits Manager Position Number in Maintain Object Screen. r)Click Relationships button (at left so Relationships is highlighted in color). s)Click Create infotype icon in Maintain Object Screen. t)Click Allowed relationships button (bar at top) in Add Relationships Screen. u)Double Click A/031/Q to enter Requires Qualification for position v)Click Drop Down arrow in ID of Related Object data field in Related Object box (under qualifications data field). w)Double Click Structure Search folder to view qualifications, if prompted. Click Business Knowledge, Skills and Abilities older. x)Click Language Skills folder. y)Double Click Spanish Language Skills. z)Click Save icon. aa)Click Drop Down arrow in Proficiency data field. ab)Click Fluent. ac)Click Save icon. ad)Return to Maintain Object Screen to create additional relationships (should return automatically). ae)Click Relationships button (highlight in color), if prompted. 5 af)Click Create infotype icon. ag)Click Allowed relationships button (bar at top). ah)Double Click A/031/Q (Requires Qualification). ai)Click Drop Down arrow in ID of Related Object data field (under qualifications data field). aj)Click Business Knowledge, Skills and Abilities folder, Click Human Resources folder, and Double Click Knowledge of Compensation & Benefits. ak)Click Save icon. al) Click Drop Down arrow in Proficiency data field and enter Excellent. am)Click Save icon. an)Enter additional qualification and proficiency: Click Business Knowledge, Skills and Abilities, Click Human Resources, Click Knowledge of PD (which stands for Personnel Development). Enter Excellent for proficiency and Save. ao)Return to main SAP Easy Access menu. Exercise 2.3: Maintain the Vacancy Status for the Compensation & Benefits Manager Position. Enter Transaction Code: /NPMOM in the Command field Click on Enter a) Enter Organizational Unit Number and dates Valid from 01/01/2004 To 12/31/9999, if needed. b) Click Change icon. 6 c) Click Human Resources folder and Compensation & Benefits folder to view Compensation & Benefits Manager position (in yellow). d) Click (highlight) any Letter in the Compensation & Benefits Manager Position unit. MENU PATH: Select Goto Detail Maintenance e) Click Vacancy button (click at left to highlight in color), in Active File under Infotype name. f) Click Create infotype g) Click Save icon. icon. h) Enter Data from the following table: Create Vacancy Screen FIELD NAME Personnel Officer i) Click Save INPUT DATA MIH (Mike Hire) icon. j) Record the Vacancy Position Number (Same as Position Number) in the Exercise Log. k) Click Back icon to return to SAP main menu. Exercise 2.4: Display the Vacancy for the Compensation & Benefits Manager Position. MENU PATH: Human ResourcesPersonnel ManagementRecruitment Advertising VacancyDisplay (Double Click) a) Enter Data Selection Period 01/01/2004 (change, if prompted). Enter “MIH” in the Personnel Officer area. 7 b) Click Execute icon. c) Verify Vacancy Number for your Compensation & Benefits Manager. d) Click (highlight) any Letter in the Compensation & Benefits Manager Position. e) Click Display vacancy icon. f) Return to SAP main menu. Exercise 2.5: Create an Advertisement for the Compensation & Benefits Manager Position. MENU PATH: Human ResourcesPersonnel ManagementRecruitment Advertising AdvertisementMaintain (Double Click) a) Click Execute icon in Job Advertisements Screen. b) Click Create Advertisement button at the top in the toolbar. c) Click Next Free Advertisement Number button. d) Enter Data from the following table: Create Posting Screen FIELD NAME Instrument Publication Date e) Click Add INPUT DATA New York Times Two Mondays Prior to Today's Date (Use Drop Down Arrow to Display Calendar) button. f) Click Vacancy button (highlight in color) next to Vacancy Position Number and Compensation & Benefits Manager position. 8 g) Click Transfer h) Click Save icon. icon. i) Locate Job Advertisement Number in Maintain Advertisements Screen. j) Record Job Advertisement Number in Exercise Log. k) Click Back icon to return to SAP main menu. Exercise 2.6: Enter Initial Applicant Data. MENU PATH: Human ResourcesPersonnel ManagementRecruitment Appl. Master Data Initial Data Entry (Double Click) a) Enter Data from the following table: Initial Entry of Basic Data Screen FIELD NAME Start (Date) Reason Per.area Subarea App. gp. Appl. range Pers. off. Frst Name Last Name Street PC/City Country Advert b) Click Save INPUT DATA One Week Prior to Today's Date New Application New York (3000) New York (0001) Active External (1) Managerial Staff Mike Hire (MIH) Your Choice Your Choice Your Choice Your Choice United States Job Advertisement Number (Exercise 2.5) icon. 9 c) Enter Data from the following table: Create Addresses Screen FIELD NAME Address State d) Click Save INPUT Make up the address Your Choice icon. e) Note Message at bottom of screen: "Action Initial Entry of Basic Data for Applicant XXXX Executed." f) Don’t leave this screen until you record the Applicant Number! g) Record the Applicant Number in the Exercise Log. h) Click Back icon to return to SAP main menu. Exercise 2.7: Hire an Applicant - Applicant Database. MENU PATH: Human ResourcesPersonnel ManagementRecruitment Appl. Master DataApplicant Actions (Double Click) a) Enter Data from the following table: Applicant Actions Screen FIELD NAME Applicant No. From (Date) INPUT DATA Applicant Number (Exercise 2.6) Monday of the Current Week b) Click Offer Applicant Contract button (highlight in color). c) Click Execute icon. d) Enter date 01/01/2004To 12/31/9999. 10 e) Click Save icon. If you get an error message about deleting another record, hit the Save button again. f) Return to SAP main menu. Exercise 2.8: Hire an Applicant - Transfer to Master Data. MENU PATH: Human ResourcesPersonnel Management Administration HR Master DataPersonnel Actions (Double Click) a) Enter Data from the following table : Personnel Events Screen FIELD NAME INPUT DATA Personnel Number Applicant NumberXX (Applicant Number from Exercise 2.6 combined with XX Logon ID) Start Monday of the Current Week b) Click Hire button (highlight in color). c) Click Execute icon. d) Record Personnel Number in Exercise Log. e) Enter Data into the following areas, e.g., Organizational Assignment, Personal Data, Addresses, Basic Pay, etc. Hire Screen FIELD NAME Pers. No. Start (Date) Position Personnel area Personnel subarea Employee Group Employee Subgroup INPUT DATA XXXXXX (noted above in d + XX, your assigned number) Monday of the Current Week Position Number (Exercise 2.1) 3000 (New York) 0001 1 (Active Employee) U4 (Salaried Employee) 11 CLICK SAVE ICON. f) Note Message: "Record Created" at bottom of screen. Create Personal Data (Infotype 0002) Screen FIELD NAME INPUT DATA Start (Date) Monday of the Current Week Last Name Your Choice First Name Your Choice Nickname Your Choice SSN Your Choice (use 993-xx-xxxx) Birthdate Your Choice (at least 21 years old) Gender Your Choice CLICK SAVE ICON g) Enter Data from the following table: Create Organizational Assignment Screen FIELD NAME INPUT DATA Subarea New York (0001) (if needed) Payr. Admin. Mike Hire CLICK SAVE ICON h) Click Cancel icon in Delimit Vacancy Pop-Up Box if it appears. If another screen appears, choose “Permanent Residence”. i) Enter Data from the following table for Permanent residence Create Addresses Screen FIELD NAME Start (Date) Address Line 1 City State/Zip Code Phone Number INPUT DATA Monday of the Current Week Your Choice Your Choice Your Choice Your Choice 12 CLICK SAVE ICON j) Click on Cancel on Create Withholding Info W4/W5 US Screen k) Enter Data from the following table: Create Planned Working Time Screen FIELD NAME INPUT DATA Work Schedule rule Norm (Normal Work Schedule) Time Management Status Time evaluation without payroll integration Working Week Friday 12:00 to Friday 12:00 CLICK SAVE ICON. l) Enter Data from the following table: Create Basic Pay Screen FIELD NAME PS Group Wage type (in the table) CLICK ON ENTER INPUT DATA GRD01 - Level 05 M002 AND SAVE ICON. Click on Enter Click on Cancel if you get information messages. in Go to Enrollment m) Click Save icon in Create Bank Details Screen n) Click Cancel screen. icon in Create Capital Formation Screen and Yes to Exit o) Click Cancel icon in Create Fiscal Data D Screen. p) Click Cancel icon in Create Social Insurance D Screen. 13 q) Click Cancel icon in Create DEUEV Screen. r) Click Cancel icon in Create Contract Elements Screen and in the Create Absence Quotas screen (and choose yes) until you reach the Travel Privilege Screen. s) Click Save icon in Create Travel Privileges Screen. t) Click Back icon to return to SAP main menu. Exercise 2.9: Enter the Qualifications and Proficiencies of the Newly Hired Compensation & Benefits Manager. Enter Transaction Code: /NPMOM in the Command field Click on Enter a) Enter Organizational Unit Number created in Exercise 1.1 and dates Valid from 01/01/204 (current year) To 12/31/9999, if prompted. b) Click Change icon. c) Click Human Resources folder and Compensation & Benefits folder to view Compensation & Benefits Manager position (in yellow). d) Click (highlight) any Letter in the Compensation & Benefits Manager Position unit. MENU PATH: Select: Goto Detail Maintenance e) Change Object type as Person and Object ID as Personnel Number of newly hired Compensation & Benefits Manager in Maintain Object Screen. f) Click Relationships button (at left so Relationship is highlighted in color). g) Click Create infotype icon in Maintain Object Screen. 14 h) Enter Qualifications (use drop down arrow to search for number) in Direct Selection Infotype data field. i) Click Create icon. j) Click Create icon in Qualifications (Person: Change Profile) file. k) Click Structure Search file to review and choose qualifications, if prompted. l) Click on All Catalog Business Knowledge, Skills and Abilities in choose qualification list m) Click Language Skills folder and Spanish language skills. n) Click Continue (Enter) icon. o) Click Drop Down arrow in Proficiency data field. p) Double Click Fluent. q) Click Save r) Click Create icon. (Note Message at bottom of screen: "Data Saved.") icon in Qualifications file. s) Click Qualification Catalog Business Knowledge, Skills and Abilities Click Human Resources folder, and Click Knowledge of Compensation & Benefits. t) Click Continue (Enter) icon. u) Click Drop Down arrow in Proficiency data field, enter High, and Click Save icon. (Note Message at bottom of screen: "Data Saved.") v) Click Create icon in Qualifications file. 15 w) Click Qualification Catalog Formal Education University Education. Click Business Administration Degree. x) Click Continue (Enter) icon. y) Click Drop Down arrow in Proficiency data field, enter Yes, and Click Save icon. (Note Message at bottom of screen: "Data Saved.") Exercise 2.10: Display and Review the Personnel File or Database of New Compensation & Benefits Manager Employee. Exercise 2.10a: Display and Review Personnel File. MENU PATH: Human ResourcesPersonnel ManagementAdministration HR Master DataPersonnel File (Double Click) a) Enter Personnel Number, if prompted. b) Click Display icon. c) Review Personnel File of New Employee by clicking through Next Record icon until process ends. d) Click Back icon to return to SAP main menu. Exercise 2.10b: Display and Review Database. MENU PATH: Human ResourcesPersonnel ManagementAdministration HR Master DataDisplay (Double Click) a) Enter Personnel Number, if prompted. b) Click Organizational Assignment button (highlight in color). c) Click Display icon. 16 d) Review Organizational Assignment Information. e) Click Back icon to return to previous screen. f) Click remaining infotype buttons and corresponding display icon to review information in database. g) Click Back icon to return to SAP main menu Exercise 2.10c: Verify the Qualifications and Proficiencies of the Newly Hired Compensation & Benefits Manager and Review Qualifications Match-Up. MENU PATH: Select Human ResourcesPersonnel ManagementAdministration HR Master DataDisplay (Double Click) a)Enter Personnel Number of Compensation & Benefits Manager, if prompted. b)Choose the ALL button in the Period data fields. c)Enter Qualifications in Direct Selection Infotype data field in Basic Personal Data folder. d)Click Display icon. e)Click Current position button (bar at top). f)Enter the position number to the right of Position in the Display Profile Matchup screen, if needed (SAP might automatically take you to the next table). g) Press the Execute Icon h)Click Graphic icon to review deficiencies in Profile Match-Up Screen. Click the Select All icon. Click the List icon i)Review Bar Graph and Record Qualification Deficiency in Exercise Log. j)Click Back icon to return to main SAP Easy Access menu. 17 HUMAN RESOURCE INFORMATION SYSTEMS SAP ECC 6.0 UNIT 2 RECRUITMENT AND SELECTION Exercise Log NAME_____________________________ SAP Logon Name____________________ EXERCISE 2.1 2.3 2.5 2.6 2.8 2.10 ITEM Compensation & Benefits Manager Position Number Vacancy Position Number Job Advertisement Number Applicant Number Personnel Number Qualification Deficiency 18 RESULT