Figure 1: Organization and Staffing – SAP Easy Access Path
Welcome to the tutorial on SAP Organization and Staffing interface in SAP Organizational Management. This tutorial is part of our free SAP HCM course. In the earlier tutorials, we have seen two methods of data maintenance in Organizational Management – Simple Maintenance and Infotype Maintenance. Here, we will cover the third interface using which you can create objects and relationships.
To access SAP Organization and Staffing, follow the below menu path in the SAP Easy Access menu:
Human Resources – Organizational management – Organizational plan – Organization and Staffing
This path has been depicted in Figure 1.
Figure 1: Organization and Staffing – SAP Easy Access Path
We will begin with the layout of SAP Organization and Staffing screen. This screen consists of four areas – the Search area, the Selection area, the Overview area and the Details area. The Search area and the Selection area, together, form the Object Manager.
This area of the screen has been highlighted in Figure 2. In this area, you can search for objects by first selecting the relevant Object type.
Figure 2: Search Area
For example, click on Organizational Unit to search for an organizational unit. This takes you to the pop-up screen in Figure 3. Here you can enter the required details and then press the “Find” button.
Figure 3: Search for Organizational Unit
The objects that result from the Search are then displayed in the Selection area, as depicted in Figure 4. You can go through the hit list and then double click on the object that you want to process further.
Figure 4: Selection Area
When you double click on an object in the Selection area, the object is then displayed in the Overview area as depicted in Figure 5. Here, we can see the organizational unit XYZ Limited that we had selected. You can also see the structure below the organizational unit.
Figure 5: Overview Area
The detailed characteristics of the object are displayed as tab pages in the Details area. You can see these tab pages in Figure 6. These tab pages can be customized. We will cover this configuration in a separate tutorial.
Figure 6: Details Area
Now that we have gained a basic understanding of the interface, let us proceed to build an organizational structure using SAP Organization and Staffing. Let’s consider the same example as in the Simple Maintenance tutorial. Assume we want to build the organizational structure depicted in Figure 7.
Figure 7: Sample Organizational Structure
We have seen how to create this structure using Simple Maintenance. Now let us see how we can build this structure using SAP Organization and Staffing.
To create a new organizational structure using Organization and Staffing, double click on the Organization and Staffing “Create” transaction highlighted in Figure 8. Alternatively, you can directly enter the transaction code PPOCE.
Figure 8: Create a New Organizational Structure
This takes you to the pop-up screen depicted in Figure 9.
Figure 9: Create Root Organizational Unit
Here you should enter the required validity period for the root organizational unit. Then, hit Enter or Continue. This takes you to the screen in Figure 10.
Figure 10: Organization and Staffing Create
In the above screenshot, we have highlighted the fields in which you must enter the abbreviation and name of the organizational unit. You can look at Figure 11 where we have illustrated this.
Figure 11: Enter Organizational Unit Abbreviation and Name
You can fill in data in the other tab pages as well, if you require to do so. For example, assume you want to assign a company code, personnel area and personnel subarea to this organizational unit. You can do this in the Account Assignment tab page, depicted in Figure 12. If you have browsed through the tutorial on Infotype Maintenance in Expert mode, you may recollect that this information is stored in the Accounts Assignment Infotype (Infotype 1008). This implies that you can opt to maintain this information using that interface as well.
Figure 12: Account Assignment
Once you enter the desired details, click on the Save icon to save the newly created organizational unit.
To create the subordinate organizational units, position the cursor on the root organizational unit and click on the Create icon. The screen in Figure 13 will be displayed. Here you should choose the appropriate relationship based on whether you want to create a subordinate organizational unit or position.
Figure 13: Choose Relationship
In this case, we want to create subordinate organizational units, hence select the first relationship. This will take you to the screen in Figure 14, where you should enter the required abbreviation, name and other details for the subordinate organizational unit.
Figure 14: Create HR Organizational Unit
Then, click the Save icon. In the Overview area, you will see the newly created organizational unit (HR) shown in Figure 15. Similarly, create the other two subordinate organizational units until you see the structure depicted in Figure 16.
Figure 15: New Organizational Unit in Overview Area
Figure 16: Subordinate Organizational Units Created
Next, position the cursor on the HR organizational unit to create the next level of the structure. Follow the same approach until you see the structure in Figure 17.
Figure 17: Next level of Organizational Units
Let us now try to map the staff assignments within the human resources organizational unit as shown in Figure 18.
Figure 18: Staff Assignments
To do this, we must first create positions under these organizational units. Position the cursor on the organizational unit under which the position should be created. Let us start by creating the “Chief Manager – HR” position under the Human Resources organizational unit. So, we should position the cursor on the Human Resources organizational unit and then click on the Create icon. Again, this takes us to the Choose Relationship screen depicted in Figure 13. Now select the second relationship. This will take you to the screen in Figure 19.
Figure 19: Create Position
In the Overview area, you can see an object “New position” created under Human Resources. In the Detail area, enter the required abbreviation, name, and any other details you would like to enter. Click on the Saveicon. When you do this, the position name gets reflected in the Overview area, as illustrated in Figure 20.
Figure 20: Position Name Updated
In the same way, create the other positions until you see the structure in Figure 21.
Figure 21: Positions Created Along Structure
Next, we proceed to assign holders to the positions. It is advisable to assign positions to employees in Personnel Administration via personnel actions like Hiring, Transfer, Promotion. The position is assigned to the employee in the Organizational assignment infotype. However, this can also be done through this interface as explained below.
Click on the position to which you want to assign a holder. For example, let us position the cursor on the Chief Manager – HR position. Click on the Assign icon that has been highlighted in Figure 22.
Figure 22: Assign Holder to Position
The pop-up depicted in Figure 23 appears. Here you can search for the employee who must be assigned to the position.
Figure 23: Search for Employee
Select the employee from the search results displayed in Figure 24. Click on Enter.
Figure 24: Search Results
This takes you to the screen in Figure 25. You can assign the required validity dates as well as the reason for the action.
Figure 25: Assign Holder
The employee is now assigned to the position, you can see this in Figure 26.
Figure 26: Holder Assigned
Similarly, assign the other holders to the respective positions until you arrive at the structure in Figure 27.
Figure 27: Employees Assigned to Positions
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