HRIS Super User Training. 2HRIS Agenda LessonTime One: HRIS Overview Two: Process Overviews Three:...

HRIS Super User TrainingHRIS Super User Training

2HRIS

AgendaAgenda

Lesson Time

One: HRIS Overview

Two: Process Overviews

Three: Navigating the Worklist

Four: Personnel Information Display

Five: HR Actions

Six: Other Transactions

HRIS OverviewHRIS Overview

4HRIS

Key Terminology

Portal A site that functions as a point of access to information on the web. Examples of a portal include Yahoo, Google, etc. SAP will be accessed through the BRITE portal.

Adobe Interactive Form

An electronic form within SAP used to create/change Personnel Master Data. Becomes part of employee’s record. (Adobe Acrobat Reader software required.) Replaces ZPAF transaction.

HRAP HR Action Processor role, which replaces the PAF Processor.

Manager Self Service (MSS)

Workplace for administrators to approve personnel actions created/changed by the HR Actions Processor.

Employee Self Service (ESS)

Workplace for employees to view personal information and request changes.

Business Intelligence (BI)

Repository of SAP information for the purpose of reporting.

Employee iView Snapshot of specific pieces of employee information on the BRITE Portal.

5HRIS

What Is Changing Highlights

New codes in the enterprise structure Actions and Action Reasons have changed Hiring is one action Adobe forms are replacing ZPAF Processors will be entering bank information and e-mail

address of new employees External registrants for classes will be in SAP Workflow notification will be sent to employees for some

actions

6HRIS

What Is Changing Highlights

Benefits department enters non-instructional cafeteria plans on Infotype 0236 (credit plan)

The Payroll Department will perform a payroll follow-up to pay out vacation or sick time, if applicable, for those affected by retirement, separation of employment actions, or calendar changes

Exit interview for the state is now an infotype IT9020 Supplements and one-time payments will be entered by

the schools/departments Staffing Departments will be performed Terminations

(abandonment of positions) Separation of Employment will be performed by the

schools/departments and notification will be sent to the employee’s email address.

7HRIS

What Is Not Changing Highlights

Basic hiring process is the same Corrections still use PA30 One-time payments done through a memo Segmentation and prioritization of work (by job

classification) I9 Updates (Infotype 0094)

8HRIS

Enterprise Structure Review

Personnel Area (PA) Specific entity for

Personnel Administration Broward uses the

Bargaining Unit/Meet and Confer groups

Personnel Area

SAP 4.6

SAP ECC

Teachers INST IN01

Temp Hrly Adult Voc INST IN02

School Based Admin ADMN AD03

Admin (Union) ADMN AD02

Personnel Sub Area (PSA)

Is a sub division of the personnel area. Used to control pay scale, wage types, and work schedule planning.

Broward uses the Board Approved Calendars Personnel Sub

AreaSAP 4.6

SAP ECC

196 day calendar TE96 0007

244 day calendar SU44 0030

Examples

Examples

9HRIS

Personnel Structure

Employee Group

SAP 4.6b

Active

Inactive

Retired

Withdrawn

SAP ECC

Active FT (1)

100% only

Active PT (2)

Inactive (3)

Withdrawn (4)

NonEmployee (8)

Employee Sub Group

SAP ECC

Salaried w/Benefits) (01)

Hourly w/Benefits (02)

Temporary (03)

Temp Hourly Adult Voc/Coach (04)

Pool Subs (05)

Substitute (06)

Nonemployee (08)

Conversion (99)

SAP 4.6bSalaried Full time (SF)

Salary Parttime (SP)

Salary Partime, benefits (SB)

Hourly Full-time (HF)

Hourly Full-time (HP)

Hourly Partime, benefits (HB)

Hourly Partime, 3 hours( H3)

Hourly Other (HO)

Hourly Temp (HT)

Hourly Sub (HS)

Pool Substitutes (PO)

Student Workers/Exempt (SE)

Student Workers/Non exempt (SN)

Temporary Hourly (TH)

10HRIS

Crosswalk

Process OverviewsProcess Overviews

12HRIS

Hiring Process Flow

Start

HRIS

Perform Hire Action

HRIS

Workflow notification

sent to location and

employee

HR Action Processor

Receive Workflow

notification of new

employees

Finish

Employee

Receive email notification to perform on-

boarding processFuture

FutureFutureFuture

Employee

Log into ESS

HRIS & Benefits

Receive workflow

notification from

employee

13HRIS

HR Actions Forms

Start

HRAP

Initiates HR Process

Administrator

Reviews HR Process in

MSS

Approve

SAP/HRIS

Process is Executed

Finish

Change in Pay Transfer Reassignment Demotion

Return to Work Additional Position Working While on Leave

14HRIS

Navigating the WorklistNavigating the Worklist

15HRIS

Navigating the Universal Worklist – Tasks

1

2

3

16HRIS

Navigating the Universal Worklist - Notifications

4

5

17HRIS

Navigating the Worklist – Tracking

6

7

18HRIS

Manager Self-Service – Approve HR Actions

1

2

19HRIS

Manager Self-Service – Approve HR Actions

33

20HRIS

Knowledge Check

Which tab in the Universal Worklist (UWL) shows everything you need to process?

A. Tasks

B. Alerts

C. Notifications

D. Tracking

21HRIS

Questions?

Personnel Information DisplayPersonnel Information Display

23HRIS

Personnel Data Infotypes0001 Organizational Assignment

0002 Personal Data

0006 Addresses

0016 Contract Elements

0019 Monitoring of Tasks

0021 Family/Related Person

0022 Education and Training

0024 Qualifications

0025 Appraisal

0028 SBBC Security and Exams

0033 SBBC Experience Years

0034 Corporate Function (New!)

0035 Company Instructions

0040 Objects on Loan (New!)

0041 Date Specifications

0077 Additional Personal Data

0094 Residence Status

0105 Communication

0302 Additional Actions

0554 Hourly Rate per Assignment

0795 Certification and Licensing (New!)

0796 Duty Assignment (New!)

9001 Inservice (New Look!)

9003 Out-of-Field (New Look & Functionality! )

9010 Board Agenda

9023 Other/Previous Employers (New Functionality!)

NOTE: Links work in Slide Show view (F5)

24HRIS

Infotype 0034: Corporate Function (New!)

Return to ListReturn to List

Codes:

25HRIS

Infotype 0040: Objects on Loan (New!)


This Infotype generates a property pass:

26HRIS

Infotype 0796: Duty Assignment (New!)


27HRIS

Infotype 9001: Inservice (New Look!)


28HRIS

Infotype 9003: Out-of-Field (New Look and Functionality!)


29HRIS

Infotype 9023: Other/Previous Employers (New Functionality!)


30HRIS

Exercise: View infotypes

Let’s view the following infotypes using PA20 for Employee #45 - BUGG,JANET

Certification and Licensing (IT0795) Hourly Rate Per Assignment (IT0554) Basic Pay (IT0008)

31HRIS

Employee iViewsEmployee iViews

32HRIS

Employee iViews: Overview

33HRIS

Employee iViews: Basic Employee Search

1 2

3

34HRIS

Employee iViews: Advanced Employee Search

12

3

4

35HRIS

Employee iViews: Search Results

1

2

3

36HRIS

Employee iViews: General Data

1

3

2

37HRIS

Employee iViews: Organizational Assignments

1

2

38HRIS

Exercise: View infotypes using iViews

Let’s view the following infotypes using the iViews for Employee #45 - BUGG,JANET

Address (IT0006) Certification and Licensing (IT0795) Basic Pay (IT0008)

39HRIS

HR ActionsHR Actions

40HRIS

PA40: HR Actions

1

2

3

41HRIS

PA40: New Hires

1

2

42HRIS

Exercise: Hire an Employee

Let’s hire an employee using PA40 FLANAGAN HIGH

80130291 – TEACHER-LANGUAGE ARTS

80024542 – CLERK TYPIST II SCH-BASED

80131888 – TCH CURRICULUM FACILITATOR

SILVER TRAIL MIDDLE

80012667 – TEACHER-LANGUAGE ARTS

80131854 – BEHAVIOR TECHNICIAN

80012928 – FACILITIES SERVPER AIDE

43HRIS

Rehire Action

12

3

4

44HRIS

PA40: Rehire Action

1

2

3

45HRIS

PA30: Create and Change Infotypes

46HRIS

1

Object Manager

2

3

4

5

6

47HRIS

Object Manager

48HRIS

Key Infotypes for HRIS

Infotype 9010 Board Meeting Date

Infotype 0022 Education

Infotype 9023 Previous Employer

Infotype 0009 Bank Routing

Infotype 0028 Security Clearance

Infotype 9011 Reappointment

Infotype 9020 Exit Interview

49HRIS

Infotype 9010: Board Meeting Date

50HRIS

Infotype 0022: Education

51HRIS

Infotype 9023: Previous Employer

1

52HRIS

Infotype 0009: Bank Routing

53HRIS

Infotype 0028: SBBC Security and Exams

54HRIS

Infotype 9011: Reappointment

55HRIS

Infotype 9020: Exit Interview

56HRIS

Switching Between Transactions

1

2

3

57HRIS

Knowledge Check

Which of the following is a new infotype being used by SBBC.

A. Board Agenda (IT9010)

B. Security and Exams (IT0028)

C. Certification and Licensing (IT0795)

D. Bank Details (IT0009)

E. None of the above

58HRIS

Questions?

Actions through Adobe FormsActions through Adobe Forms

60HRIS

Personnel Actions: Change in Pay

Start

HRAP

Initiates Change in

Pay Process

Administrator

Reviews Change in

Pay in MSS

Approve

HRIS

Processes Change in Pay in SAP

Finish

61HRIS


2

1

62HRIS


3

63HRIS


4

64HRIS


5

65HRIS

Demo & Exercise: Change in Pay

Let’s request a Change in Pay for Eva Garcia: Date of Change in Pay – 08/05/2008 Reason – Hours/percent change Payroll Area – Bi-Weekly AA Work Schedule – 7.5H Mon-Fri %age – 80.00

66HRIS

Error Messages

67HRIS

Personnel Actions: Transfer

Transfer between Organization UnitsStart

ReleasingHRAP

Initiates Transfer Process

ReceivingHRAP

Receives and Adds

Transfer Information

Approve

HRIS

Processes Transfer in

SAP

Finish

Administrator

Reviews Transfer in

MSS

68HRIS


1

3

2

69HRIS


4

70HRIS


71HRIS


5

72HRIS

Demo & Exercise: Transfer

Let’s request that Consuela Stone be transferred from her current position and school to a new position and school:

New Org Unit – 63861000 Date of Transfer – 08/05/2008 Position – 80110581 Reason for Transfer – Regular/Lateral Transfer Payroll Area – Bi-Weekly AA Work Schedule – 7.5H Mon-Fri %age – 100.00

73HRIS

Knowledge Check

What electronic tool will the HR Action Processor use to initiate HR Actions?

A. Manager Self Service (MSS)

B. Employee Self Service (ESS)

C. Adobe Interactive Form

D. Business Intelligence (BI)

Other TransactionsOther Transactions

75HRIS

PO13: Maintain Position

76HRIS

ZHPA_BOARDAGENDA: Board Agenda

77HRIS

ZHPA_ZCALC: Calculate Contract Amount

78HRIS

Questions?

HRIS Super User Training. 2HRIS Agenda LessonTime One: HRIS Overview Two: Process Overviews Three:...

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