Tree Structure - SAP HR

Definition

In Simple Maintenance, the different elements in an organizational plan are visually represented by a tree. The different branches illustrate the relationships among different objects. The tree structure is not just a presentation tool. You can also use it to build and maintain plans with speed and simplicity.

Structure

The tree structure presents clear advantages for maintaining plans. You can:

  • Visually perceive relationships between the different objects
  • use the system to create certain relationship records based on where you place objects within the tree structure
  • Select the objects you want to work with by selecting them on the screen. (To select objects in Infotype Maintenance, you must provide object IDs)
  • move objects within the structure by choosing them on screen.
  • You can adjust the tree structure display so that it shows different types of information. For example, you can adjust it so that it displays validity periods for objects, or for relationship records.

Expanding the Tree Structure

Prerequisites

Organizational plans are displayed in a tree structure in Simple Maintenance.

Expand the tree structure if you want to display the branches underneath the selected object. Depending on the screen you have chosen (Organizational structure or Staff Assignments, forexample) and the position of the cursor the relevant organizational or reporting structures will be displayed. To display the whole structure you must select the root object.

Procedure

  1. From any Simple Maintenance screen, choose the object whose substructure you want to display.
  2. Choose one of the following menu paths:
    • Edit _ Expand.
    • Expand
  3. The system displays the complete structure underneath the selected object.

Compressing the Tree Structure

Prerequisites

Organizational plans in Simple Maintenance are displayed in tree structures. You can compress the tree structure if, for example, you want a better overview, all branches underneath the selected object disappear.

Procedure

  1. From any Simple Maintenance screen, choose the object whose substructure you want to hide.
  2. Choose one of the following menu paths:
    • Edit _ Compress.
    • Compress
  3. The system hides the substructure underneath the selected object.

Printing Tree Structures

Prerequisites

Using different views, you can determine the how structures and objects from your organizational plan are displayed in the tree structure and in so doing, how it is printed.

Procedure

  1. On any Simple Maintenance screen, choose the menu option on the far left. A dialog box appears.
  2. Choose Print. The print request screen appears.
  3. Enter the appropriate print parameters.
  4. Choose Print.

Selecting Additional Information

Use

From the Organizational Structure..., Staff Assignment... or Task Profile... screen you can select various types of additional information by choosing View. This information is displayed for objects in your organizational plan that you wish to edit in the tree structure.

Prerequisites

You are in Simple Maintenance, in Expert mode. The system is set up in such a way, that the short text description, that is, the names of the objects are displayed in the tree structure. You can, however, display the following information:

Features

FeaturesFeatures

If the tree structure containing the additional information is not displayed completely, use the scroll function, or increase the size of the screen.

This type of additional information enables you to assign relationships between object weighting or staffing percentages on the Change Staff Assignment or ChangeTask Profile screen.

Switching to Infotype Maintenance

Prerequisites

You can perform infotype maintenance, such as creating, changing, or deleting infotype records, while working in Simple Maintenance. To do so, you must request an object description for a selected object, and then maintain the infotype on the Maintain Plan Data: Select Infotype screen. (Workflow users do not need to perform much infotype maintenance.)

However, be aware that changes made there are not automatically updated. You can manually update infotype information using the Refresh options.

When you refresh information, the system re-extracts information from the database. If you need to perform a lot of infotype maintenance, consider switching to Infotype Maintenance.

Procedure

  1. On any Simple Maintenance screen, choose the object you want to edit.
  2. Choose Goto _ Object description. The Maintain Plan Data:Select infotypes screen appears containing data on the selected option.
  3. Choose an infotype and select Create, Change or Display. A dialog box appears, where you can make your entry.
  4. Save your entries. The object description reappears.
  5. To return to Simple Maintenance, choose Back or Cancel.

Switching to Structural Graphics

Prerequisites

Organizational plans are displayed in a tree structure in Simple Maintenance. You can switch to Structural Graphics to view or maintain a structure in a graphical format.

Procedure

  1. On any Simple Maintenance screen, choose the object that should be used as the root object, for the Structural Graphics display.
  2. Choose one of the following menu paths:
    • Goto _ Structural graphics
    • Structural Graphics
  3. The Structural Graphics screen appears, displaying the selected objects.
  4. To return to Simple Maintenance, choose Back or Cancel.

Selecting Editing Periods

Prerequisites

By entering an editing period you limit the objects in your organizational structure that you can edit or display to those who are valid in the period.

The system sets an editing period which always begins with the current date. You can, however, overwrite the preset data. The system always suggests the editing period you have previously chosen if a validity period is required, when creating a new object, for example. You can overwrite this suggestion.

Procedure

  1. From the Organizational Management screen, choose the change mode from any of the cascading menus in Simple Maintenance (with the exception of matrix)
  2. Enter data as required.
  3. To save your entries, choose Change.

The tree structure is displayed, where you can continue to edit. Alternatively, you can insert the editing period in any screen in Simple Maintenance which displays the tree structure. Select View _ Editing Period. The Editing Period dialog box appears, where you can make your entry.

Switching between Display and Change Mode

Prerequisites

When you access Simple Maintenance you choose an editing mode (Simple Maintenance _ Basic Organizational Plan _ Create, Change or Display) You can switch between display and change mode in the screens in which your Organizational Plan is presented as a tree structure. In change mode, you can edit the objects shown in a plan, but in display mode, no changes are allowed.

Procedure

To switch between change and display mode, choose Organizational plan _ Display <-> Change.

The screen title changes to Display or Change, as appropriate. The system adjusts the options offered in the toolbar, according to your selection.

If you do not have sufficient authorization to work in maintain mode, the system defaults to display mode.

Switching Between Simple Maintenance Screens

Prerequisites

Using this function you can switch from one screen to another in Simple Maintenance, if you want to plan staff assignments for positions according to your organizational structure, for example.

You can easily move among the different areas and screens within Simple Maintenance using the Goto features. depending on your location in the system, there may be a toolbar option that allows you to change screens.

Procedure

  1. On the current screen, choose Goto. A sub-menu appears, listing the screen options.
  2. Choose the one you want. The selected screen appears.

Depending on your location, and what you are doing, you may also need to select the object you want to work with in the next screen. For example, to move from the Organizational Structure screen to the Staff Assignments screen, you must first select an organizational unit, and then follow the above steps.

Searching for Objects

Prerequisites

Use the search function when working with a complex organizational structure in order to locate objects quickly. Searches are carried out by text, the system looks for a text for each object (the object name and the object abbreviation).

The system only checks for objects that are displayed in the tree structure at the time of the search. The system does not search in any compressed branches of the tree structure. To change the tree structure see Expanding the Tree Structure.

Procedure

  1. On any Simple Maintenance screen, choose Edit _ Find. The Find dialog box appears.
  2. Enter the name or the abbreviation (in part or in full) of the object you are searching for in the Find field.
  3. In the other parameters in the dialog box, enter data as required.
  4. Choose Find.
    • If the system does not find a matching object, a dialog box appears with a message. Choose Continue.
    • If the system finds objects that match the parameters set, they are displayed in a dialog box.

Views

Use

You can work with Simple Maintenance using one of two different views – the overall view or the human resources view. Different views were introduced because Simple Maintenance serves two communities of users – SAP Business Workflow and Human Resources (HR) users.

Features

The difference between the two views hinges on tasks and task profiles. The types of tasks in Human Resources (HR) are different to those used in the SAP Business Workflow. Consequently, the contents of task profiles and some functions vary between the two views.

Differences Between Simple Maintenance Views

Differences Between Simple Maintenance Views

Screens

Use

For ease of use, Simple Maintenance handles work using the minimum of different screens. Each screen handles a specific set of activities. For example, in the basic organizational plan area, the Change Organizational Structure screen handles only those activities related to organizational structures.

Features

In Simple Maintenance, you work with three main screens:

  • Change Organizational Structure screen
  • The Change Organizational Structure screen acts as the foundation screen in Simple Maintenance. Your activities always begin there. You can then switch to the other screens in Simple Maintenance, as appropriate.

    The Change Organizational Structure screen allows you to build up and maintain the organizational structure for your organizational plan. This is achieved by creating and maintaining organizational units. When you create organizational units in Simple Maintenance, you also automatically create the relationship records that link the units.

  • Change Staff Assignments screen
  • The Change Staff Assignments screen allows you to identify the staff assignments required for an organizational plan. This is achieved by creating jobs and positions, and by assigning holders to positions.

    When you create positions on the Change Staff Assignments screen, you also automatically create the relationships records that link positions with organizational units. If you create positions by copying jobs, the system creates the relationship records that link positions and jobs.

    However, one position will not automatically be designated as the leader of an organizational unit. For these types of relationships to be created, you must make the appropriate selections from the tree structure, and from the menu.

    To focus on a single unit, choose the desired organizational unit on the ChangeOrganizational Structure screen. The Change Staff Assignments screen appears, displaying details for the selected unit only.

  • Change Task Profile screen
  • The Change Task Profile screen allows you to create, maintain, and view task profiles for:

    • Organizational unit
    • Job
    • Position
    • Users
    The types of tasks you can work with in the Change Task Profile screen depend on the view you have chosen.

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