SAP HR Processen

(1)

HR PROCESSES

Index

PROCESS 1: BENEFITS ADMINISTRATION...3

PROCESS 1.1: B

ENEFITSADMINISTRATION

...3

PROCESS 1.1.1: Determination of benefits offer for employee...6

PROCESS 1.1.2: Adjustment of benefits plans...6

PROCESS 1.1.3: Consistency check...7

PROCESS 1.1.4: Selection of benefits...9

PROCESS 1.2: H

EALTH

I

NSURANCE

C

LAIM

...11

PROCESS 1.3: COBRA...11

PROCESS 1.3.1: Initial Notification...11

PROCESS 1.3.2: Enroll...11

PROCESS 2: COMPENSATION MANAGEMENT...12

PROCESS 2.1: C

OMPENSATIONMANAGEMENT

...12

PROCESS 2.1.1: Preparation of planning for compensation adjustment...12

PROCESS 2.1.2: Compensation monitoring...14

PROCESS 2.1.3: Performance of compensation adjustment...14

PROCESS 2.1.4: Consolidation of compensation adjustment plans...15

PROCESS 2.1.5: Compensation adjustment approval...17

PROCESS 2.1.6: Compensation adjustment planning...18

PROCESS 2.2: P

ERSONNEL

C

OST

P

LANNING

...19

PROCESS 2.3: J

OB

P

RICING

...19

PROCESS 2.4: B

UDGETING

...19

PROCESS 3: EXECUTIVE INFORMATION SYSTEM (EIS)...20

PROCESS 3.1: D

ATAMODELING

...21

PROCESS 3.2: T

ASK

F

UNCTIONSON

T

OOLS

...21

PROCESS 3.3: T

ASK

F

UNCTIONSON

I

NFORMATION

S

YSTEM

...21

PROCESS 3.4: T

OOLS

...21

PROCESS 3.5: I

NFORMATION

S

YSTEM

(EC-EIS)...21

PROCESS 3.6: D

ATATRANSFER

...21

PROCESS 3.7: D

ATABASIS

...27

PROCESS 3.8: B

ASICSETTINGS

...28

PROCESS 4: ENVIRONMENT, HEALTH AND SAFETY ...29

PROCESS 4.1: M

ASTER

D

ATA

PROCESSING P

RODUCT

S

AFETY

...29

PROCESS 4.1.1: Material Master PROCESSING EH&S...29

PROCESS 4.1.2: Information System...30

PROCESS 4.1.3: Product Safety...31

PROCESS 4.2: O

CCUPATIONAL

H

EALTH

...35

PROCESS 4.2.1: Injury/Illness Log...36

PROCESS 4.2.2: Protocol...37

PROCESS 4.3: I

NDUSTRIAL

H

YGIENEAND

S

AFETY

...39

PROCESS 4.3.1: Work Area (PROCESSING)...40

PROCESS 4.3.2: Standard Operating Procedure...40

PROCESS 4.3.3: Accident...43

PROCESS 4.3.4: Agent...44

PROCESS 4.4: M

ASTER

D

ATA

PROCESSING D

ANGEROUS

G

OODSWITH

S

UBSTANCE

D

ATABASE

...45

(2)

PROCESS 4.5.1: Material Master...51

PROCESS 4.5.2: Dangerous Goods...55

PROCESS 5: HR FUNDS AND POSITION MANAGEMENT...57

PROCESS 6: ORGANIZATIONAL MANAGEMENT ...58

PROCESS 6.1: O

RGANIZATIONALPLAN

...58

PROCESS 6.1.1: Task analysis...59

PROCESS 6.1.2: Organizational monitoring...59

PROCESS 6.1.3: Implementation of organizational plan...59

PROCESS 6.1.4: Task synthesis...59

PROCESS 7: PERSONNEL ADMINISTRATION...61

PROCESS 7.1: P

ERSONNEL

A

CTIONS

...61

PROCESS 7.1.1: Employee hiring...69

PROCESS 7.1.2: Employee information on salary adjustment...69

PROCESS 7.1.3: Employee leaving...69

PROCESS 7.1.4: Employee transfer...70

PROCESS 7.1.5: Salary adjustment...70

PROCESS 8: PERSONNEL DEVELOPMENT...71

PROCESS 8.1: P

ERSONALDEVELOPMENT

...71

PROCESS 8.1.1: Succession planning...71

PROCESS 8.1.2: Individual personnel development planning...74

PROCESS 8.1.3: Career planning...77

PROCESS 9: TIME...79

PROCESS 9.1: P

ERSONNEL

T

IME

M

ANAGEMENT

...79

PROCESS 9.1.1: Personnel time planning...80

PROCESS 9.1.2: Provision of additional personnel time specifications...82

PROCESS 9.1.3: Time statement creation...83

PROCESS 9.1.4: PROCESSING of personnel time evaluation messages...83

PROCESS 9.1.5: Day evaluation...84

PROCESS 9.1.6: Personnel time accounts administration...86

PROCESS 9.1.7: Entry of employee remuneration specifications...88

PROCESS 9.1.8: Personnel time recording...88

PROCESS 9.1.9: Infrastructure setup for personnel time recording...91

PROCESS 9.2: P

ERSONNEL

S

HIFT

P

LANNING

- O

PERATIVE

...92

PROCESS 9.2.1: Personnel shift planning - operative...92

PROCESS 9.3: I

NTERFACES

...94

PROCESS 10: TRAINING AND EVENT MANAGEMENT...96

PROCESS 10.1: B

ASICS

...96

PROCESS 10.2: I

NTERFACES

...96

PROCESS 11: TRAVEL MANAGEMENT...126

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HR PROCESSES

PROCESS 1: Benefits administration

Path: \Benefits administration

Benefits administration COBRA Health Insurance Claim

PROCESS 1.1: Benefits administration

Path: \Benefits administration\Benefits administration

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HR PROCESSES

Employee participation in benefits is complete Confirmation of adaptation transmitted to employee Consistency check Adjustment of benefits plans Benefits system is available Benefits offer must be adapted for employee Period for recurring enrollment has started Benefits plans are available to employee for selection Determination of benefits offer for employee Benefits selection of employee is available to enterprise Notification given of correction requirements Selection of benefits Need to correct benefits selection is transmitted Benefits plans are available for enrollment Employee participation in benefits is active Benefits plans are available for changing Benefits plans are available for termination

(6)

PROCESS 1.1.1: Determination of benefits offer for employee

Path: \Benefits administration\Benefits administration\Determination of benefits offer for employee

Activities:

-

Obtain information on employee

-

Obtain information on eligibility provisions

-

Obtain information on benefits offer

-

Obtain information on current employee benefits

-

Make decision on employee benefits

-

Transmit benefits offer to employee

-

Transmit information on benefits selection guidelines to employee

-

Transmit information on current employee benefits

PROCESS 1.1.2: Adjustment of benefits plans

Path: \Benefits administration\Benefits administration\Adjustment of benefits plans

Benefits plans are available for termination Benefits plans are available for changing Benefits plans are available for enrollment Employee participation in benefits is complete Employee participation in benefits is active Enrollment in benefits plans [standard] Confirmation of adaptation transmitted to employee Change of benefits plans [standard] Confirmation of adaptation is desired Termination of benefits plans [standard] Confirmation of adjustment of benefits participation [standard]

Activities: Enrollment in benefits plans [standard]

Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Enrollment in benefits

plans [standard]

(7)

HR PROCESSES

Activities: Confirmation of adjustment of benefits

participation [standard]

Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Confirmation of

adjustment of benefits participation [standard]

-

Choose transmission route

-

Create confirmation of adaptation of benefits participation

-

Transmit confirmation of adaptation of benefits participation

Activities: Termination of benefits plans [standard]

Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Termination of benefits

plans [standard]

-

Terminate employee participation in benefits plans

Activities: Change of benefits plans [standard]

Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Change of benefits

plans [standard]

-

Change benefits plans for employee

PROCESS 1.1.3: Consistency check

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Consistency check [standard] Notification of need to make correction

for benefits selection [standard] Benefits selection of employee is available to enterprise Benefits plans are available for changing Benefits plans are available for enrollment Benefits plans are available for termination Need to correct benefits selection is transmitted Need to correct benefits selection has arisen

Activities: Consistency check [standard]

Path: \Benefits administration\Benefits administration\Consistency check\Consistency check [standard]

-

Check each plan type to determine whether selection is allowed

-

Check dependencies between plans

-

Check selected plan parameters

-

Check that required documents are available

-

Make decision on selected benefits

-

Make decision on selected benefits plans

Activities: Notification of need to make correction for

benefits selection [standard]

Path: \Benefits administration\Benefits administration\Consistency check\Notification of need to make

correction for benefits selection [standard]

-

Determine specifications for correction

-

Choose transmission route

-

Create notification of need to correct benefits selection

-

Transmit need to correct benefits selection to employee

(9)

HR PROCESSES

PROCESS 1.1.4: Selection of benefits

Path: \Benefits administration\Benefits administration\Selection of benefits

Benefits plans are available to employee for selection Notification given of correction requirements Benefits selection of employee is available to enterprise Selection of benefits [standard] Correction of benefits selection [standard]

Activities: Selection of benefits [standard]

Path: \Benefits administration\Benefits administration\Selection of benefits\Selection of benefits [standard]

-

Choose required benefits

-

Obtain required documents

-

Transmit required benefits selection to employer

-

Transmit required documents to employer

Activities: Correction of benefits selection [standard]

Path: \Benefits administration\Benefits administration\Selection of benefits\Correction of benefits selection

[standard]

-

Correct benefits selection

-

Correct benefits plan parameters

-

Obtain required documents

-

Transmit corrected benefits selection to employer

-

Transmit required documents selection to employer

(10)

Time reached for consolidation Compensation monitoring Comp. adjustment plan is released for checking Compensation adjustment approval New time is determined for consolidation of comp. adj. plan Subplan requirement for comp. adjustment is transmitted for comp. adj. desired system available adj. planning available Benefits offer must be adapted for employee Bases of compensation adjustment must be changed Payroll accounting specifications changed Compensation adjustment plan is converted Performance of comp. adj. is desired Specifications for comp. adjustment available Preparation of planning for compensation adjustment Compensation adjustment planning is desired Consolidation of compensation adjustment plans Notification given of need to correct comp. adj. plan

Subplan for comp. adjustment released for approval Compensation check is desired Compensation adjustment plan is approved Compensation management system must be adjusted Compensation adjustment plan released for approval Job evaluation must be updated Need to correct comp. adj. plan is available Compensation adjustment planning Performance of compensation adjustment Employee notified of compensation adjustment Need to correct comp. adj. plan is transmitted Subplan for comp. adj. available for consolidation

(11)

HR PROCESSES

PROCESS 1.2: Health Insurance Claim

Path: \Benefits administration\Health Insurance Claim

PROCESS 1.3: COBRA

Path: \Benefits administration\COBRA

Initial Notification

Enroll

PROCESS 1.3.1: Initial Notification

Path: \Benefits administration\COBRA\Initial Notification

PROCESS 1.3.2: Enroll

(12)

PROCESS 2: Compensation management

Path: \Compensation management

Compensation management Budgeting Job Pricing Personnel Cost Planning

PROCESS 2.1: Compensation management

Path: \Compensation management\Compensation management

PROCESS 2.1.1: Preparation of planning for compensation adjustment

Path: \Compensation management\Compensation management\Preparation of planning for compensation

(13)

HR PROCESSES

Relevant info. for comp. adj. planning available Obtainment of information for compensation adjustment planning Preparation of planning for comp. adj. desired Determination of specifications for compensation adjustment Compensation management system available Specifications for comp. adjustment available Requirement for comp. adj. planning available Bases of compensation adjustment must be changed

Activities: Obtainment of information for compensation

adjustment planning

adjustment\Obtainment of information for compensation adjustment planning

-

Obtain information on org. structure

-

Obtain information on job pricing

-

Obtain information on pay grade structure

-

Obtain information on general economic environment

-

Obtain enterprise-specific information on comp. adjustment planning

Activities: Determination of specifications for

compensation adjustment

adjustment\Determination of specifications for compensation adjustment

-

Determine relevant compensation elements

-

Determine compensation adjustment types

-

Determine basic condition for comp. adjustment amount

Determine eligibility provisions for comp. adjustment

(14)

PROCESS 2.1.2: Compensation monitoring

Path: \Compensation management\Compensation management\Compensation monitoring

Compensation adjustment plan is approved Compensation monitoring Specifications for comp. adjustment available Compensation check is desired Bases of compensation adjustment must be changed Job evaluation must be updated Compensation management system must be adjusted

Activities: Compensation monitoring

Path: \Compensation management\Compensation management\Compensation monitoring\Compensation

monitoring

-

Obtain information on basic compensation management conditions

-

Obtain information on compensation system

-

Obtain information on employee compensation

-

Analysis of available info on comp management system

-

Determine need to act for compensation management system

PROCESS 2.1.3: Performance of compensation adjustment

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HR PROCESSES

Notification of compensation adjustment to employee Employee notified of compensation adjustment Employee must be notified of compensation adjustment Performance of comp. adj. is desired Compensation adjustment plan is approved Compensation adjustment plan is converted Payroll accounting specifications changed Benefits offer must be adapted for employee Performance of compensation adjustment

Activities: Performance of compensation adjustment

Path: \Compensation management\Compensation management\Performance of compensation

adjustment\Performance of compensation adjustment

-

Update payroll specifications

Activities: Notification of compensation adjustment to

employee

Path: \Compensation management\Compensation management\Performance of compensation

adjustment\Notification of compensation adjustment to employee

-

Create notification of compensation adjustment for employee

-

Choose transmission route

-

Transmit notification of compensation adjustment to employee

(16)

Subplan for comp. adj. available for consolidation New time is determined for consolidation of comp. adj. plan Further subplans required for compensation adjustment Subplan requirement for comp. adjustment is transmitted Comp. adjustment plan is released for checking Consolidation of compensation adjustment plan Subplan requirement for compenation adjustment Time reached for consolidation

Activities: Consolidation of compensation adjustment

plan

Path: \Compensation management\Compensation management\Consolidation of compensation

adjustment plans\Consolidation of compensation adjustment plan

-

Include subplans in overall plan

-

Check that all subplans are available

-

Released consolidated plan for checking

Activities: Subplan requirement for compenation

adjustment

Path: \Compensation management\Compensation management\Consolidation of compensation

adjustment plans\Subplan requirement for compenation adjustment

-

Create subplan requirement for comp. adjustment

-

Choose transmission route

(17)

HR PROCESSES

PROCESS 2.1.5: Compensation adjustment approval

Path: \Compensation management\Compensation management\Compensation adjustment approval

Need to correct comp. adj. plan is transmitted Approval of subplan for compensation adjustment Approval of compensation adjustment plan Notification of need to correct compensation adjustment plan Subplan for comp. adjustment released for approval Compensation adjustment plan is approved Need to correct comp. adj. plan is available Compensation adjustment plan released for approval Subplan for comp. adj. available for consolidation

Activities: Approval of subplan for compensation

adjustment

Path: \Compensation management\Compensation management\Compensation adjustment

approval\Approval of subplan for compensation adjustment

-

Check adequacy of compensation adjustment

-

Check financial resources for compensation adjustment

Activities: Notification of need to correct compensation

adjustment plan

approval\Notification of need to correct compensation adjustment plan

-

Determine correction specifications for comp. adjustment plan

-

Create notification of need to correct compensation adjustment plan

(18)

Activities: Approval of compensation adjustment plan

approval\Approval of compensation adjustment plan

-

Check adequacy of compensation adjustment

-

Check financial resources for compensation adjustment

PROCESS 2.1.6: Compensation adjustment planning

Path: \Compensation management\Compensation management\Compensation adjustment planning

Correction of compensation adjustment plan Check for compensation adjustment plan Subplan for comp. adjustment released for approval Compensation adjustment plan released for approval Need to correct comp. adj. plan is available Comp. adjustment plan is released for checking Specifications for comp. adjustment available Compensation adjustment planning is desired Notification given of need to correct comp. adj. plan

Creation of compensation

adjustment plan

Activities: Creation of compensation adjustment plan

planning\Creation of compensation adjustment plan

-

Obtain info on basic conditions of comp. adjustment amount

-

Obtain info on eligibility provisions for comp. adjustment

-

Obtain info on budget specifications for comp. adjustment

-

Obtain info on time specifications for comp. adjustment

-

Determine employee affected

(19)

HR PROCESSES

-

Create compensation adjustment plan

Activities: Check for compensation adjustment plan

Path: \Compensation management\Compensation management\Compensation adjustment planning\Check

for compensation adjustment plan

-

Check observance of basic conditions for comp. adj. Amount

-

Check observance of eligibility provisions for comp. adj.

-

Check observance of budget specifications for comp. adj.

Activities: Correction of compensation adjustment plan

Path: \Compensation management\Compensation

management\Compensation adjustment planning\Correction of

compensation adjustment plan

-

Obtain correction specification for comp. adj. Plan

-

Obtain info on basic conditions of comp. adjustment amount

-

Obtain info on eligibility provisions for comp. adjustment

-

Obtain info on budget specifications for comp. adjustment

-

Obtain info on time specifications for comp. adjustment

-

Obtain info on employee for compensation adjustment

-

Correct compensation adjustment plan

PROCESS 2.2: Personnel Cost Planning

Path: \Compensation management\Personnel Cost Planning

PROCESS 2.3: Job Pricing

Path: \Compensation management\Job Pricing

PROCESS 2.4: Budgeting

(20)

PROCESS 3: Executive Information System (EIS)

Path: \Enterprise Controlling\Executive Information System (EIS)

Data transfer specified

Information

System set upTools

Data transfer Task functions for tools set up Task functions for Information System set up Basic Settings to be made Data modeling Task Functions on Information System Information System (EC-EIS) Number Ranges Defined Foreign Currencies Are Specified Basic settings Units of Measure Specified File Names Established Data Modeling Required Data basis determined Tools Data basis Task Functions on Tools

(21)

HR PROCESSES

PROCESS 3.1: Data modeling

Path: \Enterprise Controlling\Executive Information System (EIS)\Data modeling

PROCESS 3.2: Task Functions on Tools

Path: \Enterprise Controlling\Executive Information System (EIS)\Task Functions on Tools

-

Data (Tools)

-

Information System

PROCESS 3.3: Task Functions on Information System

Path: \Enterprise Controlling\Executive Information System (EIS)\Task Functions on Information System

SubPROCESSES

-

Reports (EIS)

-

Forms (EIS)

-

Variables (EIS)

-

Report data (EIS)

-

Report portfolio (EIS)

PROCESS 3.4: Tools

Path: \Enterprise Controlling\Executive Information System (EIS)\Tools

SubPROCESSES

-

Conversion to Release 4.0

-

Autorization management (EIS)

-

Data basis

-

Data Transfer

-

Data

-

Transport

PROCESS 3.5: Information System (EC-EIS)

Path: \Enterprise Controlling\Executive Information System (EIS)\Information System (EC-EIS)

SubPROCESSES

-

Maintain Report Selection

-

Print in MS Word for Windows

-

Maintain Hierarchy Directory

PROCESS 3.6: Data transfer

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(23)

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HR PROCESSES

Define material type Specify material number Specify industry sector Choose views Maintain units of measure / dimensions Maintain material description Define laboratory/ office Enter environment data Process cross-plant material status and validity Define whether material is configurable Define distribution of material master/ ALE Check design documents Enter EAN/UPC code Define quota allocation procedure Classify material Process material status and validity across distribution chains

Maintain statistics group Maintain volume rebate group Maintain item category group Maintain sales status Maintain shipping data Define general plant parameters Maintain product attributes Check foreign trade data for export_Process

material status and validity specific to distribution chain

Determine tax data Maintain price determination data Maintain commission group Maintain account assignment group Maintain quantity agreements Maintain availability check Maintain sales texts Maintain material groups Maintain general foreign trade data Specify export licenses Maintain preference data Create material

(26)

Data is to be transferred from Other Applications Data is to be transferred from Source System Control Report Portfolio Non-SAP Systems Defined Steps when setting up a data transfer Transaction Data Defined Master Data Defined Comments Defined Master Data Hierarchy Defined Repeatability from Data transfer (Authentification/Scheduling) Transfer Procedure Defined External Systems File Defined Transaction data Control Report Portfolio Defined Data Transfer Set Up Data Transfer Steps Defined Master data Comments Master Data Hierarchy Transfer procedure File

(27)

HR PROCESSES

PROCESS 3.7: Data basis

Path: \Enterprise Controlling\Executive Information System (EIS)\Data basis

Derivation Characteristics Validation Basic key figures Data Basis needs to be defined Characteristics Defined Accounted Key Figures Defined Data slices Field groups Comment Tables Defined Summarization Levels Defined Currency Translation Defined Validation Completed Aspect Calculated Key Figures Comment tables Fixed Characteristics Summarization levels Derivations Specified Aspects Specified Currency Translation Types for Data Transfer and Planning Layouts

Basic Key Figures Specified Data basis determined Specify Field Groups Fixed Characteristics Specified

(28)

PROCESS 3.8: Basic settings

Path: \Enterprise Controlling\Executive Information System (EIS)\Basic settings

Number

ranges currenciesForeign

File Names Established Quantity Units Foreign Currencies Are Specified Units of Measure Specified File names Number Ranges Defined Basic Settings to be made

(29)

HR PROCESSES

PROCESS 4: Environment, Health and Safety

Path: \Environment, Health and Safety

-

Master data PROCESSING product safety

-

Master data PROCESSING dangerous goods with substance database

-

Industrial Hygiene and Safety

-

Occupational Health

PROCESS 4.1: Master Data PROCESSING Product Safety

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety

EH&S master data is to be created Product Safety data is to be processed Drilldown reporting is to be carried out Result is displayed Processing is completed Material Master Information System Product Safety

PROCESS 4.1.1: Material Master PROCESSING EH&S

Path: \Environment, Health and Safety\Master Data PROCESSing Product Safety\Material Master\Material

(30)

PROCESS 4.1.2: Information System

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information System

Drilldown reporting is to be carried out Result is displayed Substance Search Using Substance Information System Report Search Using Report Information System

Activities: Substance Search Using Substance

Information System

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information

System\Substance Search Using Substance Information System

-

Enter search criteria

-

Specify Time Limit

-

Save Query

-

Save Set of Hits

-

Choose Output Variant

-

Edit Output Variants

(31)

HR PROCESSES

Activities: Report Search Using Report Information

System

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information

System\Report Search Using Report Information System

-

Choose report category

-

Choose language

-

Specify Time Limit

-

Choose Report Object

-

Display Report

-

Trigger Substance Report Shipping Manually

PROCESS 4.1.3: Product Safety

(32)

(33)

HR PROCESSES

Processing of Substance Report Generation Variants Document Template Processing Substance Report Processing Report Shipping Product Safety data is to be processed Phrase Processing Processing is completed Shipping (printing) of reports is to be triggered Phrases are to be assigned to the

characteristics of the substance properties

Phrase Set Processing Substance report is to be created Substance Master Processing for Product Safety Attributes are to be formulated in text form Substance Classification Using EH&S Expert

(34)

-

Choose phrase library

-

Enter phrase key

-

Enter phrase group

-

Enter phrase text in source language

-

Enter phrase code in source language

-

Record change document

-

Allocate phrase to phrase set

-

Maintain phrase items (Translation)

-

Specify conditional phrase output via user exit

-

Set up phrase distribution via ALE

Activities: Report Shipping

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Report

Shipping

-

Monitor Report Shipping

-

Monitor Subsequent Shipping of reports

Activities: Substance Report PROCESSING

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance

Report PROCESSING

-

Select substance(s) for report PROCESSING

-

Trigger report generation from substance management

-

Trigger report generation from request(s)

-

Release reports

-

Archive reports using Archivelink

-

Select report(s) in substance information system

-

Trigger substance report generation

Activities: Document Template PROCESSING

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Document

Template PROCESSING

-

Choose Document category

-

Enter document template

-

Enter document template description

-

Enter relevant language dependent labels

-

PROCESS contents of document template

-

Release document template

Activities: PROCESSING of Substance Report Generation

Variants

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product

(35)

HR PROCESSES

-

Enter substance report generation variant

-

Enter leading validity area

-

Enter substance report type

-

Enter document template

-

Enter control indicator for report management

-

Enter relevant language dependent labels

-

Enter ratings

-

Maintain relevant validity area / laanguage assignments for multilingual

reports

Activities: Substance Classification Using EH&S Expert

Classification Using EH&S Expert

-

Maintain rule using rule editor

-

Use rule in substance characteristic assignment

Activities: Substance Master PROCESSING for Product

Safety

Master PROCESSING for Product Safety

-

Maintain substance char value items

-

Allocate subs indentifiers to subs lists

-

Record substance char value additional information

-

Generate substance hit list

-

Record change document

-

Select substances for report PROCESSING

-

Assign materials to substances

-

Specify substances identifiers

-

Choose subs characteristic category in properties tree

Activities: Phrase Set PROCESSING

Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Phrase Set

PROCESSING

-

Enter phrase set

-

Enter phrase set label

-

Record change document

-

Enter label in language

-

Allocate sorted phrases to phrase set

PROCESS 4.2: Occupational Health

(36)

Occupational health data is to be entered Entering data is completed Injury/ Illness Log Protocol

PROCESS 4.2.1: Injury/Illness Log

(37)

HR PROCESSES

Injury/ Illness Log Entry Processing Data Transfer Injury/ Illness Log to Accident Occupational health data is to be entered Entering data is completed Injury/ illness log entries are to

be entered in the injury/illness log

Activities: Injury/Illness Log Entry PROCESSING

Path: \Environment, Health and Safety\Occupational Health\Injury/Illness Log\Injury/Illness Log Entry

PROCESSING

-

Enter person

-

Enter reason for inclusion

-

Enter treatment

-

Arrange follow up appointment

-

Trigger medical service

Activities: Data Transfer Injury/Illness Log to Accident

Path: \Environment, Health and Safety\Occupational Health\Injury/Illness Log\Data Transfer Injury/Illness

Log to Accident

-

Transfer data to incident / accident log

PROCESS 4.2.2: Protocol

(38)

Medical service is to be created for person Questionnaire answers are to be entered Evaluations are to be Performed Protocol Assignment Open Medical Service Answering Questionnaires Medical Service Processing Occupational health data is to be entered Entering data is completed Protocol is to be assigned to person Determining Protocol Proposal Lists

Activities: Determining Protocol Proposal Lists

Path: \Environment, Health and Safety\Occupational Health\Protocol\Determining Protocol Proposal Lists

-

Assign agent

-

Create / maintain exposure group

-

Create / maintain questions

-

Create / maintain questionaire

-

Create / maintain examination

-

Create / maintain preliminary examination

-

Determine exposure situation of person

Activities: Medical Service PROCESSING

Path: \Environment, Health and Safety\Occupational Health\Protocol\Medical Service PROCESSING

-

Enter medical results

-

Enter diagnostics

-

Enter occupational health assessment

-

Enter restrictions

-

Enter trigger corrective actions

-

Specify next appointment for protocol

-

Close service

(39)

HR PROCESSES

Activities: Answering Questionnaires

Path: \Environment, Health and Safety\Occupational Health\Protocol\Answering Questionnaires

-

Enter questionnaire answers

-

Check questionnaire answers

Activities: Open Medical Service

Path: \Environment, Health and Safety\Occupational Health\Protocol\Open Medical Service

-

Choose person

-

Check protocol assignment

-

Group protocols together

-

Choose person for medical service

-

Open medical service

Activities: Protocol Assignment

Path: \Environment, Health and Safety\Occupational Health\Protocol\Protocol Assignment

-

Assignment protocol to person

PROCESS 4.3: Industrial Hygiene and Safety

(40)

Standard Operating Procedure Work area is to be defined Work Area Agents in the enterprise are to be entered Accident data is to be entered Entering data is completed Agent Create standard operating procedure Accident

PROCESS 4.3.1: Work Area (PROCESSING)

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Work Area\Work Area PROCESSING

Activities

-

Enter work area data

-

Enter industrial hygiene and safety data

-

Maintain exposure profile

-

Interpret data

PROCESS 4.3.2: Standard Operating Procedure

(41)

HR PROCESSES

Maintain statistics group Maintain volume rebate group Maintain item category group Maintain sales status Maintain shipping data Define general plant parameters Maintain product attributes Check foreign trade data for export_Process material status and validity specific to distribution chain

(42)

Processing of Substance Report Generation Variants Document Template Processing Substance Report Processing Entering data is completed Create standard operating procedure Report Shipping Shipping (printing) of reports is to be triggered

Activities: PROCESSING of Substance Report Generation

Variants

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating

Procedure\PROCESSING of Substance Report Generation Variants

-

Enter substance report generation variant

-

Enter leading validity area

-

Enter substance report type

-

Enter document template

-

Enter control indicator for report management

-

Enter relevant language dependent labels

-

Enter ratings

-

Maintain relevant validity area / language assignments for multilingual

reports

Activities: Report Shipping

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure\Report

Shipping

-

Monitor report shipping

(43)

HR PROCESSES

Activities: Substance Report PROCESSING

Procedure\Substance Report PROCESSING

-

Select substances for report PROCESSING

-

Trigger report generation from substance management

-

Trigger report generation from requests

-

Release reports

-

Archive reports using archivelink

-

Select report(s) in substance information system

-

Trigger substance report generation

Activities: Document Template PROCESSING

Procedure\Document Template PROCESSING

-

Choose document category

-

Enter document template

-

Enter document template description

-

Enter relevant language dependent labels

-

PROCESS contents of document template

-

Release document template

PROCESS 4.3.3: Accident

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Accident

Incident/ Accident Log Processing Accident data is to be entered Create standard operating procedure

(44)

Activities: Incident/Accident Log PROCESSING

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Accident\Incident/Accident Log

PROCESSING

-

Enter / maintain event related accident data

-

Enter / maintain person related accident data

PROCESS 4.3.4: Agent

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent

Agents in the enterprise are to be entered Agents are to be assigned to exposure logs Create standard operating procedure Agent Processing Exposure Log Processing

Activities: Agent PROCESSING

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent\Agent PROCESSING

-

Specify substance char values

-

Enter substance category

-

Maintain char value for subs char val assignment

-

Determine notification status

-

Record change document

-

Select substances for reporting PROCESSING

-

Assign materials to substance

-

Specify substance identifiers

(45)

HR PROCESSES

Activities: Exposure Log PROCESSING

Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent\Exposure Log PROCESSING

-

Enter exposure log

-

Maintain exposure amounts

PROCESS 4.4: Master Data PROCESSING Dangerous Goods with

Substance Database

Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance

Database EH&S master data is to be created Dangerous Goods Processing is completed Dangerous goods master is to be processed Basic data is to be processed Material Master Product Safety

PROCESS 4.4.1: Material Master

(46)

Dangerous goods master is to be processed Basic data is to be processed Material Master Processing EH&S EH&S master data is to be created

Activities: Material Master PROCESSING EH&S

Database\Material Master\Material Master PROCESSING EH&S

PROCESS 4.4.2: Dangerous Goods

(47)

HR PROCESSES

Subsequent Processing of Dangerous Goods Master Filling Dangerous Goods Master from Substance Database Dangerous goods master is to be processed Processing is completed Dangerous Goods Master Distribution Automatic retrieval of dangerous goods data is to be carried out Dangerous

goods master

is to be distributed

Activities: Subsequent PROCESSING of Dangerous

Goods Master

Database\Dangerous Goods\Subsequent PROCESSING of Dangerous Goods Master

-

Enter material

-

Enter dangerous goods regulation

-

Generate dangerous goods hit list

-

PostPROCESS empty fields

Activities: Dangerous Goods Master Distribution

Database\Dangerous Goods\Dangerous Goods Master Distribution

-

Enter material

-

Enter dangerous goods regulation

-

Enter selection date

-

Enter logical target system

(48)

Activities: Filling Dangerous Goods Master from

Substance Database

Database\Dangerous Goods\Filling Dangerous Goods Master from Substance Database

-

Set selection date

-

Enter dangerous goods classification

-

Enter real substance

-

Enter material

-

Enter phrase group for dangerous goods texts

-

Carry out filling for dangerous goods master

PROCESS 4.4.2: Product Safety

Database\Product Safety Phrase Processing Phrase Set Processing Processing is completed Basic data is to be processed Phrases are to be assigned to the

characteristics of the substance properties Dangerous Goods Basic Data Processing Attributes are to be formulated in text form Dangerous Goods Classification Substance Master Processing Product

(49)

HR PROCESSES

Database\Product Safety\Phrase PROCESSING

-

Choose phase library

-

Enter phrase key

-

Enter phrase group

-

Enter phrase text in source language

-

Record change document

-

Allocate phrase to phrase set

-

Maintain phrase items (translation)

-

Specify conditional phrase output via user exit

-

Set up phrase distribution via ALE

Activities: Substance Master PROCESSING Product

Database\Product Safety\Substance Master PROCESSING Product

-

Specify substance char value usage

-

Enter substance category real substance

-

Trigger dangerous goods master filling

-

Record change document

-

Choose properties tree dangerous goods data

-

Enter reference substances

-

Choose subs characteristics category in properties tree

Activities: Dangerous Goods Classification

Database\Product Safety\Dangerous Goods Classification

-

Enter substance key

-

Enter substance category dangerous goods classification

-

Enter substance authorization group

-

Generate substance hit list

-

Specify substance identifiers

-

Maintain transport classifications

-

Maintain hazard inducer

-

Specify substance char value usage

Activities: Dangerous Goods Basic Data PROCESSING

Database\Product Safety\Dangerous Goods Basic Data PROCESSING

-

Enter substance key

-

Enter substance category and listed substance

-

Enter substance authorization group

-

Generate substance hit list

-

Specify substance identifiers

(50)

-

Accept dangerous goods basic data from data provider

Activities: Phrase Set PROCESSING

Database\Product Safety\Phrase Set PROCESSING

-

Enter phrase set

-

Enter phrase set label

-

Record change document

-

Enter label in languages

-

Allocate sorted phrases to phrase set

PROCESS 4.5: Master Data PROCESSING Dangerous Goods

Without Substance Database

Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance

Database EH&S master data is to be created Dangerous goods master is to be processed Processing is completed Material Master Dangerous Goods

(51)

HR PROCESSES

PROCESS 4.5.1: Material Master

Database\Material Master EH&S master data is to be created Dangerous goods master is to be processed Material Master Processing EH&S

(52)

(53)

(54)

Database\Material Master\Material Master PROCESSING EH&S

Maintain statistics group Maintain volume rebate group Maintain item category group Maintain sales status Maintain shipping data Define general plant parameters Maintain product attributes Check foreign trade data for export_Process material status and validity specific to distribution chain

(55)

HR PROCESSES

PROCESS 4.5.2: Dangerous Goods

Database\Dangerous Goods Dangerous Goods Master Processing Dangerous Goods Master Distribution Dangerous goods master is to be processed Processing is completed Dangerous goods master is to be distributed

Activities: Dangerous Goods Master PROCESSING

Database\Dangerous Goods\Dangerous Goods Master PROCESSING

-

Enter material

-

Enter dangerous goods regulation

-

Generate dangerous goods hit lists

-

Enter dangerous goods classification data

-

Enter substance characteristics

-

Enter packing data

-

Enter labelling data

-

Enter exception data

-

Enter printed text on paper

-

Maintain packing requirements

-

Enter pakaging code

(56)

Database\Dangerous Goods\Dangerous Goods Master Distribution

-

Enter material

-

Enter dangerous goods regulation

-

Enter selection date

-

Enter logical target system

(57)

HR PROCESSES

PROCESS 5: HR Funds and Position management

Path: \HR Funds and Position Management

HR Funds and Position Management Integration with Funds Management

(58)

PROCESS 6: Organizational management

Path: \Organizational Management

PROCESS 6.1: Organizational plan

Path: \Organizational Management\Organizational plan

Performance of Organizational Planning is Desired Organizational monitoring Organizational plan is released for implementation Check desired for organizational structure Task catalog must be adapted Requirement for organizational plan unit is available Requirement for job is available Requirement for position is available Implementation of Organizational Structure is Desired Task analysis Task synthesis Analysis of enterprise task is desired Enterprise goals are determined Resource specifications are available Task catalog is available Implementation of organizational plan

(59)

HR PROCESSES

PROCESS 6.1.1: Task analysis

Path: \Organizational Management\Organizational plan\Task analysis

Activities

-

Derivation of global tasks (from enterprise goals)

-

Subdivisions of tasks (different alternatives)

-

Check whether futher subdivision is necessary

-

Evaluation of draft task catalog

-

Make decision on draft task catalog

PROCESS 6.1.2: Organizational monitoring

Path: \Organizational Management\Organizational plan\Organizational monitoring

Activities

-

Obtain info on task catalog

-

Obtain info on organizational plans

-

Obtain info on jobs

-

Obtain info on positions

-

Obtain info on basic conditions for organizational planning

-

Obtain info on progress of implementation

-

Make decision on organizational plan

PROCESS 6.1.3: Implementation of organizational plan

Path: \Organizational Management\Organizational plan\Implementation of organizational plan

PROCESS 6.1.4: Task synthesis

(60)

Performance of Organizational Planning is Desired Task catalog is available Organizational plan is released for implementation Requirement for organizational plan unit is available Requirement for job is available Requirement for position is available Determine specifications for organizational planning [standard] Planning of organizational plan [standard]

Activities: Determine specifications for organizational

planning [standard]

Path: \Organizational Management\Organizational plan\Task synthesis\Determine specifications for

organizational planning [standard]

-

Determine tasks relevant to organizational planning

-

Determine date for completion of organizational plan

-

Determine other basic conditions for organizational planning

Activities: Planning of organizational plan [standard]

Path: \Organizational Management\Organizational plan\Task synthesis\Planning of organizational plan

[standard]

-

Define organizational plan unit

-

Define job

-

Define position

-

Monitoring of organizational structure

-

Evaluation of draft organizational plan

-

Make decision on draft organizational plan

(61)

HR PROCESSES

PROCESS 7: Personnel Administration

Path: \Personnel Administration

PROCESS 7.1: Personnel Actions

(62)

(63)

(64)

(65)

(66)

(67)

(68)

Time for restart reached Employee information on salary adjustment Payroll accounting specifications changed Salary adjustment for employee is approved Notification given of approval of employee transfer Employee staffs position Employee hiring Employee is in an inactive work relationship Employee has left Employee is retired Reason for employee leaving has arisen Salary adjustment Notification of change in salary transmitted to employee Benefits offer must be adapted for employee Employee transfer Position is Vacant Employee leaving Employee information on change desired Applicant must be hired Employee is active

(69)

HR PROCESSES

PROCESS 7.1.1: Employee hiring

Path: \Personnel Administration\Personnel Actions\Employee hiring

-

Transfer personal data on employee

-

Transfer organizational assignment

-

Enter personnel time recording specifications

-

Enter payroll accounting specifications

-

Enter personnel internal control data

-

Enter additional information on employee

PROCESS 7.1.2: Employee information on salary adjustment

Path: \Personnel Administration\Personnel Actions\Employee information on salary adjustment

-

Choose transmission route

-

Create notification of change in salary

-

Transmit notification of changen in salary to employee

PROCESS 7.1.3: Employee leaving

Path: \Personnel Administration\Personnel Actions\Employee leaving

Employee is in an inactive work relationship Employee

has left Employeeis retired

Reason for employee leaving has arisen Employee is active Payroll accounting specifications changed Position is Vacant Employee leaving

(70)

-

Delimit payroll specifications

-

Delimit organizational assignment

-

Delimit personell internal control data

PROCESS 7.1.4: Employee transfer

Path: \Personnel Administration\Personnel Actions\Employee transfer

-

Update organizational assignment

-

Update personnel time recording specifcations

-

Update payroll specifications

-

Update personnel internal control data

-

Enter additional information on employee

PROCESS 7.1.5: Salary adjustment

Path: \Personnel Administration\Personnel Actions\Salary adjustment

(71)

HR PROCESSES

PROCESS 8: Personnel development

Path: \Personnel development\Personnel development

PROCESS 8.1: Personal development

PROCESS 8.1.1: Succession planning

Succession planning Personnel development plan must be determined Development plan is in process Check desired for development plan Development plan is complete Career planning Succession planning must be performed for position Employee career plan must be checked Succession planning must be checked Succession plan for position is in process Employee career plan must be checked Need to recruit has arisen Check desired for succession plan Individual personnel development planning Succession planning must be checked Succession plan is complete Career planning must be performed for employee Staff qualifications are required Career plan for employee is in process Employee career plan is complete Employee career plan check is desired

(72)

(73)

HR PROCESSES

Screening of succession candidates [standard] Selection of succession candidates [standard] Succession planning must be performed for position Succession plan must be modified Need to recruit has arisen Potential candidates are available Succession plan monitoring [standard] Staff qualifications are required Succession plan for position is in process Check desired for succession plan Succession planning must be checked Succession plan is complete Employee career plan must be checked

(74)

Activities: Screening of succession candidates

[standard]

Path: \Personnel development\Personnel development\Succession planning\Screening of succession

candidates [standard]

-

Obtain info on requirements

-

Obtain info on basic conditions

-

Determine potential candidates

Activities: Succession plan monitoring [standard]

Path: \Personnel development\Personnel development\Succession planning\Succession plan monitoring

[standard]

-

Obtain info on succesion candidates

-

Obtain info on position

-

Obtain info on organizational basic conditions

-

Make decision on succession plan

Activities: Selection of succession candidates

[standard]

Path: \Personnel development\Personnel development\Succession planning\Selection of succession

candidates [standard]

-

Obtain info on candidates

-

Determine candidate selection method

-

Determin room and date

-

Invite parties concerned

-

Perform selection procedure

-

Evaluate results of selection procedure

-

Make a decision on candidates

-

Inform employee of succession planning

PROCESS 8.1.2: Individual personnel development planning

(75)

(76)

Activities: Individual personnel development planning

[standard]

Path: \Personnel development\Personnel development\Individual personnel development

planning\Individual personnel development planning [standard]

-

Obtain info on employee

-

Obtain info on personnel development goals

-

Obtain info on possible personnel development actions

-

Obtain info on basic conditions

-

Determine personnel development actions for employee

Activities: Monitoring of personnel development plan

[standard]

Path: \Personnel development\Personnel development\Individual personnel development

planning\Monitoring of personnel development plan [standard]

-

Obtain info on employee

Staff qualifications are required development plan must be determined Development plan is in process Check desired for development plan Development plan is complete Development plan must be modified Individual personnel development planning [standard] Monitoring of personnel development plan [standard]

(77)

HR PROCESSES

-

Obtain info on personnel development plan

-

Obtain info on basic conditions

-

Obtain info on personnel development actions already implemented

-

Make decision on personnel development plan

PROCESS 8.1.3: Career planning

Path: \Personnel development\Personnel development\Career planning

Activities: Career planning [standard]

Path: \Personnel development\Personnel development\Career planning\Career planning [standard] Staff qualifications are required Career planning must be performed for employee Employee career plan is in process Employee career plan check is desired Employee career plan is complete Employee career plan must be modified Succession planning must be checked Career planning [standard] Employee career plan must be checked Career plan monitoring [standard]

(78)

-

Obtain info on career models

-

Obtain info on basic conditions

-

Obtain info on target posts (jobs, positions)

-

Determine possible target posts (jobs, positions)

-

Assessment of possible target posts

-

Determine career plan for employee

Activities: Career plan monitoring [standard]

Path: \Personnel development\Personnel development\Career planning\Career plan monitoring [standard]