SAP ERP HCM Processes and Forms

Justin Morgalis has been helping clients implement SAP HCM Self-Services since 2007. He comes from a consulting and development background, so he understands both the technical and functional aspects of SAP HCM and can communicate them clearly to any audience. In the past four years, he has focused almost exclusively on projects with HCM Processes and Forms components, leading teams of both functional and technical resources to successful implementations. He earned his degree in psychology from the Georgia Institute of Technology in Atlanta, Georgia, where he lives today with his wife and two sons. Brandon Toombs is an independent consultant who has worked with SAP HCM Processes and Forms and its predecessor solutions for ten years. He has deep knowledge of the technologies within HCM Processes and Forms and the unique challenges that these projects propose. Overall, he has worked for with SAP HCM for 15 years in every conceivable role: functional, technical, and project management. His focus is helping clients improve their HR outcomes, most often using technology as the bridge to get there.

Acknowledgments. 15

Introduction. 17

1. HCM Processes and Forms: A Guided Tour. 21

1.1. The Origin of HCM Processes and Forms. 21

1.2. Description of an HCM Process. 23

1.3. Process Initiation. 24

1.4. Form Validation. 27

1.5. Workflow. 28

1.6. Approvals. 29

1.7. Backend Updates. 30

1.8. Process Tracking. 31

1.9. Summary. 32

2. Building Blocks of HCM Processes and Forms. 33

2.1. Overview. 33

2.2. Processes. 34

2.3. Scenarios. 37

2.4. Forms. 39

2.5. Workflow. 44

2.6. Backend Services. 45

2.7. Summary. 48

3. Integrating HCM Processes and Forms into Business Processes. 49

3.1. Business Objectives. 49

3.2. Barriers to Use of HCM Processes and Forms. 51

3.3. Design Guidelines for Overcoming Obstacles. 53

3.4. Interaction with Existing Dynamic Actions. 57

3.5. Summary. 62

4. HCM Processes and Forms Projects. 63

4.1. Considerations before Starting HCM Processes and Forms Projects. 63

4.2. High-Level Project Plan. 64

4.3. Testing. 69

4.4. Piloting. 70

4.5. Rollout and Go-Live Support. 71

4.6. Summary. 72

5. Getting Started. 73

5.1. Overview. 73

5.2. New Client Setup. 74

5.3. Records Management/Case Management Setup. 79

5.4. Process Status Setup. 84

5.5. Workflow Setup. 86

5.6. Sample Processes. 91

5.7. Summary. 94

6. Process Design. 97

6.1. Overview. 97

6.2. Initial Process Configuration Steps. 98

6.3. Form Scenario Definition. 112

6.4. SAP Termination Sample Process. 146

6.5. Rules. 153

6.6. Message Mapping. 156

6.7. Miscellaneous Process Attributes. 158

6.8. HCM Process Testing. 160

6.9. Summary. 166

7. Designing Adobe Forms. 169

7.1. Overview. 169

7.2. Adobe Livecycle Designer. 170

7.3. Linking Data to the Form. 178

7.4. Basic Scripting. 184

7.5. Lessons Learned in Form Design in HCM Processes and Forms. 193

7.6. Summary. 197

8. Designing FPM Forms. 199

8.1. Getting Started by Copying an Existing Form. 200

8.2. FPM Form Builder Environment. 204

8.3. Sections in Detail. 205

8.4. Adding Elements to the Form. 211

8.5. Field Types. 212

8.6. Using Groups in Your Form. 221

8.7. Summary. 223

9. Workflow in HCM Processes and Forms. 225

9.1. Workflow Background. 225

9.2. Workflow in HCM Processes and Forms. 231

9.3. Summary. 256

10. User Interface Integration. 257

10.1. Available Options for HCM Processes and Forms UI. 258

10.2. Enhancement Package 4. 261

10.3. Enhancement Package 5. 271

10.4. Enhancement Package 6 and HR Renewal 1.0. 276

10.5. Inbox Options. 276

10.6. A Tale of Two Start Applications. 280

10.7. Summary. 283

11. Securing Your HCM Processes and Forms. 285

11.1. Introduction. 285

11.2. Your Starting Point--Example Delivered Roles. 286

11.3. Designating Use of New Authorization Methods. 287

11.4. New Authorization Object P_ASRCONT. 288

11.5. New HR Forms Authorizations: To Use or Not To Use?. 293

11.6. Alternative Authorization Method: HRASR00AUTH_CHECK BADI. 294

11.7. Guidelines for Use of HCM Forms Authorizations. 294

11.8. Recommendations. 295

11.9. Summary. 296

12. HCM Processes and Forms Administration. 297

12.1. SAP Case Management (Transaction "SCASE"). 297

12.2. Records Management (Transaction ORGANIZER). 305

12.3. Other Administrative Tools. 307

12.4. Summary. 308

13. Other Use Cases for HCM Processes and Forms. 309

13.1. Multilingual Forms. 309

13.2. Delivering HCM Processes and Forms to Mobile Devices. 317

13.3. Offline Form Completion. 319

13.4. Summary. 319

14. Resources. 321

14.1. Google. 321

14.2. SAP Community Network. 322

14.3. SAP Help Portal. 323

14.4. SAP Service Marketplace. 323

14.5. Subscription Services. 325

Appendices. 327

A. SAP Delivered Example Forms. 329

B. Generic Services. 333

C. The Authors. 335

Index. 337