SAP ERP 6.0 Enhancement Package 5 RKT for Embedded Org Chart in Manager Self-Services

(1)

SAP ERP 6.0

Enhancement Package 5

RKT for

„Embedded Org Chart in

Manager Self-Services“

(2)

Agenda

1. Embedded Org Chart Control

(3)

Embedded Org Chart in MSS

Managers can now select staff or organizational entities in applications such as HCM

Processes and Forms via a embedded org chart view. The organizational chart control

visualizes organizational hierarchies within the managers' span of control. Users can

drill-down and navigate easily through their teams, finding a more human face of their

organization when they start a change request for a person, position or organizational

unit.

Embedded Org Chart view available in the following MSS applications:



HCM Processes & Forms:



Start Process for Employee



Start Process for Multiple Employees



Start Organizational Process



Competency Management:

(4)

Business Rationale

Customer Pain Points



Lack of transparency and user-friendliness when trying to pick an employee, position,

organizational unit, or job within a manager's span of control when starting a change request

process or when editing position details within MSS.

Business Benefits



Better understanding of hierarchical relationships within the organization



Better comprehension of employee–organization relationships



Ability to find the right people in your organization faster and therefore work more efficiently

with manager self-services

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Background

The embedded Org Chart views are an alternative, optional frontend to the existing

„Object and Data Provider“ (OADP)-based frontends in the applications mentioned.

In case the user logs-on in the Accessibility mode, the classical OADP Web Dynpro

screens will automatically show up and be used by the screenreader software.

Note on Licensing

:

The embedded Org Chart view has been developed in cooperation with Nakisa.

The usage of this component (technical name EMBEDDED_ORGCHART 605)

is free

of charge for MSS Customers,

i.e. customers who have purchased the respective

license types for Manager Self-Service.

In contrast to

Nakisa‘s solution extension „SAP Talent Visualization by Nakisa“ (STVN),

the Embedded OrgChart for MSS is not tied to an additional license fee - it is not sold

as part of STVN, but is integral part of SAP ERP EhP5.

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Toolbar Features



Zoom:

Always on top, user can close by clicking toggle button in toolbar



Filter:

if filter values are activated, boxes not matching the filter criteria are shown greyed out



Hierarchy Structure Selection:

changes the objects shown in the Org Chart based on pre-defined hierarchy structures



Data View Selection:

changes the field content of the boxes based on pre-defined data views



Settings:

allows user to store personal settings as new default



Styles:

Choose between vertical, condensed, horizontal, combined



Simple search:

Search for any keyword across object types and fields



Advanced search:

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Navigation (1)

Expand / Collapse hierarchies –

one or two buttons,

depending on chosen hierarchy type

Opens up context-specific

drop-down menu

Make selected box the new root node

Move up one level

(if authorization allows)

(10)

Navigation (2)

Scrollbars within the Org Chart container will appear automatically when you move your

mouse indicator towards the borders of the Org Chart.

Note:

You can also move the entire chart by simply

using drag & drop for the entire chart, thus

moving the chart to any direction you like.

(11)

Multi-Select Features for „Start Process for

Multiple Employees“

For application „Start Process for Multiple Employees“, a „Multiple Selection“ tray is

available as part of the toolbar.

It is open by default when the user enters the application.

Use drag & drop or press CTRL key and select multiple boxes. Selected boxes will

show up in „Multiple Selection“ tray. Then proceed to next step in the roadmap via

standard navigation buttons.

(12)

Zoom & Map Panel



Map: serves as navigation and orientiation when

moving through larger structures. Move little rectangle to move

org chart in main content frame



Zoom factor to enlarge/decrease size of texts and portraits



Fit-to-page



Center Org Chart



Scrollbars coming up as transparent panes when moving mouse over

edges of Org Chart area

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Personal Settings

Allows user to set personal defaults for:



Hierarchy structure (objects)



Data View



Individual field selection



Style



Hierarchy levels to be automatically

expanded

(14)

Choose Between Different Hierarchy Views

and Data Views



Temporarily switch between different

Hierarchy Structures (objects) and

Data Views (box content)



Will immediately refresh the org chart below



Categories are configurable in dedicated Org Chart visualization customizing

based on existing OADP views

(15)

Simple Search

Google-like search for any keyword across object types, i.e. user does not have to

decide first which field he is looking for and which object type

Search will be run within entire area of responsibility of user (in backend)

Delivers results regardless whether the all objects are already expanded and

therefore visible in the org chart

„Show in hierarchy“ feature allows user to identify search results in hierarchy to verify

whether they have found what they had been looking for.

(16)

Advanced Search

Search with combination of search fields across object types

E.g. searching for Org Unit ID will bring up the corresponding Org Unit as well as the

assigned objects (positions or employees) in the Org Unit in the results lists.

(17)

View Details per Object in a Short Profile

A details panel called

„Short Profile“

is shown next to the Org Chart.

The content of the details panel can

be adapted by way of adapting the

interface IF_HIER_VIS_BUILDER

which serves as enhancement spot

in via the standard enhancement

concept of SAP.

(18)

Agenda

1. Embedded Org Chart Control

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Activate & Configure

Download Flash component

from SAP Service

Marketplace Download Area:

- SAP Note 1485853 Installation of EMBORGCH 605 auf ERP 6.0 EHP 5

- SAP Note 1433225 Organizational Chart Visualization in Manager Self-Services

Activate

Business Function

HCM_PD_UI_1.

Configure the necessary

IMG Settings

to model the views

and data in the Embedded Org Chart (Customizing of

Manager Self-Service (mySAP ERP)



Organizational Chart

Visualization)

Note:

Make sure the WebDynpro ABAP component

HIER_VIS_UI_WRAPPER

(20)

User Parameter

For testing purposes, you can switch on and off the Org Chart visualization via user parameter

PDVIS_OFF = ‘X’ in SU01 for a specific user. If switched off, the frontend will display the

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Configuration

IMG Configuration contains:



Activation of Org Chart control per application



Configuration of Hierarchy Structures (object views)



Configuration of Box Content (data views, fields, styles, colors)



Option to take over either SAP preconfigured customizing settings, or any customer-specific

OADP configurations existing in the current implementation of the MSS applications in question

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Configure Organizational Chart Visualization



Check Standard Organizational Chart Configuration:

Customer can review the standard settings shipped in system tables (s-tables, cross-client).

Note:

By default, once the Business Function is switched on, the Org Chart Visualization is active per SAP‘s

standard customizing settings.



Transfer Standard Organizational Chart Configuration:

Customer can transfer SAP‘ standard delivery to customer tables (c-tables, client-dependent),

then adapt to their need.



Import Data from Object and Data Provider:

If customer already has configured MSS applications with specific OADP-customizing, he can also choose to

import existing OADP views into the Org Chart Visualization customizing (instead of taking over SAP

delivered preconfiguration)



Maintain transferred Organizational Chart Configuration:

Here, customers can create own configuration up from scratch, or adapt transferred SAP standard

customizing, or adapt their transferred OADP views.

(23)

Check Standard Organizational Chart

Configuration – Configuration Samples

Settings for navigation nodes (in

our applications = Org Unit)

Settings for object boxes

assigned to a node

(employees, positions or jobs in

our applications)

Possibility to add actionable events in

navigation box menu

(does not include SAP‘s standard,

application-specific menu actions)

Possibility to set attributes for

fields within navigation boxes

Possibility to add actionable events in

object box menu

(does not include our standard,

application-specific menu acitons)

Possibility to set attributes for

fields within object boxes

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Maintain Standard Organizational Chart

Configuration

Working with View Clusters:



Work your way down top-bottom in the structure in the left navigation frame



Before you can move to the next level in the tree in the left navigation frame, you must select

a value on the right hand detail frame.



Double-clicking or choosing will show the Details screen per selected item in the right

hand detail frame.

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Maintain Standard Organizational Chart

Configuration – „Hierarchy“

Activate Org Chart Visualization

for a hierarchy (here



Webdynpro application)

Enable panels in Org Chart

control‘s toolbar per hierarchy

Implementation Class:

defines relationship between Org

Chart dlements and

OADP-defined objects / fields / views

/business logic

Define cross-user defaults

(can be overwritten by

user-specific settings)

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Configuring Toolbar Panels of Org Chart

Control

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Maintain Standard Organizational Chart

Configuration – „Structure“

Overview of all Hierarchy

structures. Admin user should

select one and choose „Details“

(or double-click)

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„Structure“ Details + Org Chart Frontend

Colors used for Navigation

Boxes and Object Boxes are

defined here (left color bar in

box)

This setting represents the text for the tooltip of the expan („+“) icon for the Object Boxes.

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„Navigation Field Group“

Controls text represented as

group header in the „Settings“

and „Advanced Search“ panels.

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„Navigation Events“

You can add events that will show up in the context menu of a

navigation box.

Events need to be implemented in the Web Dynpro component that

is embedding the UI wrapper component

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„Navigation Fields“

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„Navigation Box Field Formatting“

Use these settings to

- show/hide field lables

- Configure font styles

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„Object Field Group“

Employee portraits to be

shown in the org chart boxes

will be taken from the path

you specify here.

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„Object Events“

You

can add events that will show up in the context

menu of a navigation box.

Events need to be implemented in the Web Dynpro

component that is embedding the UI wrappe

r

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„Object Fields“

• Item index:

defines the Order of the field in the

Box.

• Sort order:

defines the order in which this field

will be sorted e.g. sort order 2 for

Employee Name and sort order 1

for Personnel Number means that

the records will be first sorted by

Personnel Number and then by

Employee Name.

• Sort Flag:

selection of Ascending/Ddescending

order.

• Event Identifier:

event code for the events defined at

field level (for example enabling link

for the field

Email

).

(36)

„Object Box Field Formatting“

Use these settings to

- show/hide field lables

- Configure font styles

(37)

Transfer Standard Organizational

Configuration

In order to modify SAP‘s standard configuration from the previous IMG activity (s-tables of view cluster), you

have to copy them in this activity to a customer-controlled space of the configuration view cluster (c-tables).

Then you can change all SAP-delivered settings in IMG activity „Maintain Transferred Organizational Chart

Configuration“.

(38)

Import Data from Object and Data Provider

You use this report to migrate any existing Object and Data Provider (OADP) configuration to the

Organizational Chart Visualization (hierarchy visualization) configuration, if you have already OADP

configuration for the Webdynpro applications in place. The OADP enables you display structures from

Organizational Management

in a list or tree structure.

In order to create an organizational chart based on the existing OADP configuration, conceptual mapping

between the OADP and hierarchy visualization entities is required, which SAP delivers in an implementation

class for the supplied configuration and applications.

Select existing OADP views to add them

to the configuration tables of the

Transfers OADP views into the

c-tables of the Organizational Chart

Visualization view cluster.

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Org. view in OADP is represented as Category in Org Chart Hierarchy Visualization

Data view in OADP is represented as Field Group in Org Chart Hierarchy Visualization

Columns in OADP are represented as Fields in Org Chart Hierarchy Visualization

Background: Semantic Mapping Between OADP Fields and

Fields in Organizational Chart Visualization Customizing

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