Reporting Structures - SAP HR

Use

Simple Maintenance offers the fastest and easiest way to build up and maintain a reporting structure for an organizational plan. The reporting structure refers to relationships between positions.

Positions may be subordinate to other positions. The reporting structure is mostly determined by the organizational structure. You can however, create a reporting structure which deviates from the organizational structure.

Features

  • You work with reporting structures in Simple Maintenance by selecting an organizational unit. You can then work with the positions assigned to that organizational unit.
  • To create a reporting structure which goes beyond the current organizational structure, you can use the search function to relate selected positions to a corresponding structure.
  • Information is presented in a tree structure, making it easier to perceive the hierarchy among different positions.

In Infotype Maintenance, you build up reporting structures by creating objects and relationships individually. You can display a complete reporting structure using report RHSTRU00.

Creating Chief Positions

Prerequisites

A chief position is a position you designate as the leader of a particular organizational unit. It is not mandatory to create chief positions.

If you create chief positions, you are creating relationship records between organizational units and positions. (This is relationship A/B 012.)

The system allows you to create numerous positions as chief positions, even though they are assigned to the same organizational unit. (In some companies, certain areas may be led by more than one person.) You must make sure the chief position designation is appropriate.

You can work with chief positions in the Basic organizational plan, and Reporting structure areas of Simple Maintenance. If you work in the Reporting structure area, there is an extra feature. The system automatically creates relationship records to indicate that other positions report to the chief position. (This is relationship A/B 002.) This is a fast way to build up your reporting structure.

Procedure

  1. On the Change Reporting Structure screen, choose the position you want as chief position of the organizational unit.
  2. Choose Edit _ Chief Position _ Create
  3. The Create Chief dialog box appears, displaying the organizational unit, and the position.
  4. If necessary, choose Period to adjust the validity period suggested for the relationship between positions and the organizational unit.
  5. The Validity Period dialog box appears.
    a.In the Validity Period fields, enter data as required.
    b. Choose Continue.Otherwise, skip to step 4.
  6. Choose Create.
  7. The system saves the relationship record. A second dialog box appears, asking if the other positions in the organizational unit should report to the chief position.
  8. To subordinate the other positions, choose Yes.
  9. The Select Positions dialog box appears, displaying the proposed hierarchy.
    a. Select the positions that should be subordinated.
    b. Save your entries. To decline the assignment, choose No.

Result

The Change Reporting Structure screen appears. The position created as chief position is indicated by a hat icon.

Delimiting Chief Position Assignments

Prerequisites

You can delimit the designation of chief position. A chief position is a position you designate to become the leader of a particular organizational unit. Chief positions are identified in the tree structure by a hat icon.

When you delimit a chief position assignment, you are delimiting the infotype record A/B 012 between the position and the organizational unit involved. You delimit when you want to change the validity period of a position, so that the end date occurs sooner than stated. You might want to do this, for example, if there is a re-organization at your company.

Procedure

  1. On the Change Reporting Structure screen, choose the position you want to edit.
  2. Choose Edit _ Chief Position _ Delimit The Delimit Chief dialog box appears, displaying the organizational unit and the positionconcerned.
  3. Choose Period. The Validity Period dialog box appears.
  4. In the second Validity period field, enter a new end date.
  5. Choose Continue.
  6. Choose Delimit.

Deleting Chief Position Assignments

Prerequisites

You can delete the designation of chief position. A chief position is a position you designate to become the leader of a particular organizational unit. Chief positions are identified in the tree structure by a hat icon.

When you delete a chief position designation, you are deleting the infotype record A/B 012, between the position and the organizational unit involved.

Procedure

  1. On the Change Reporting Structure screen, choose the position youb want to edit.
  2. Choose Edit _ Chief Position _ Delete Assignment
  3. The Delete Chief dialog box appears, displaying the organizational unit and the position concerned.
  4. Choose Delete.

Result

The Change Reporting Structure screen appears. The chief position indicator has been removed.

Subordinating Positions

Prerequisites

You subordinate a position to show that it reports to, or has less authority, than another position, within the reporting structure of your company.

When you subordinate a position, the system creates a relationship record between the sub ordinate and superior positions.

Procedure

  1. On the Change Reporting Structure screen, choose the position you want to subordinate.
  2. Choose Edit _ Subordinate.
  3. The Select superior position dialog box appears. The positions which you can select as the new superior positions are indicated by a hand icon.
  4. Select the position that which is to become the higher-level position and choose Select.
  5. The Create Subordination dialog box appears, showing the proposed line of authority.
  6. Choose Create.

Selecting Superior Positions / Same Org. Unit

Prerequisites

You use this function to show that a position in a reporting structure has more responsibility and is superior to other positions in your company.

If you elevate a position, the system creates a relationship record between the superior and subordinate positions. (You can select more than one subordinate position.)

You can use this feature if the subordinate positions are assigned to the same organizational unit as the superior position. Otherwise, see Selecting Superior Positions / Different Org. Unit

Procedure

  1. On the Change Reporting Structure screen, choose the position you want to make superior.
  2. Choose Edit _ Elevate. _ Within OrgUnit.
  3. The Select Positions for Subordination dialog box appears, displaying the proposed hierarchy.
  4. Select the positions that are to subordinate to the elevated position.
  5. Save your entries.

Selecting Superior Positions / Different Org. Unit

Prerequisites

You use this function to show that a position in a reporting structure has more responsibility and is superior to other positions in your company.

You can use this feature if the subordinate position is assigned to an organizational unit that is different from the one in which you are working. Otherwise, see Selecting Superior Positions / Same Org. Unit.

If you elevate a position, the system creates a relationship record between the superior subordinate positions. This is relationship A/B 002.

Elevating a Position

  1. On the Change Reporting Structure screen, choose the position you want to elevate.
  2. Choose Edit _ Elevate _ General.
  3. The Choose Position dialog box appears.
  4. In the Search string field, look up the position that is to be assigned to the superior position. Choose Continue.
  5. If the system finds only one position, the Assign Position dialog box appears, showing the proposed new placement – skip to step 5.
    If the system finds more than one position, the Search Function for Position dialog box appears, listing the positions.
  6. Select the appropriate subordinate position.
  7. The Position Assignment dialog box appears, showing the new assignment.
  8. Save your entries.
  9. An indicator appears beside the superior position. It indicates there is a position that reports to this superior position, which is assigned to a different organizational unit.

Switching to the Other Organizational Unit

  1. Choose the symbol mentioned in step 5
  2. The Organizational Assignment dialog box appears, identifying the organizational unit where the subordinate position is assigned.
  3. Select the organizational unit.
  4. The Change Reporting Structure screen appears. The system displays the reporting structure for this organizational unit. You can edit the reporting structure, as required.
  5. To return to the previous organizational unit, choose Back or Cancel.

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