Updating the Organizational Structure

Objectives

After completing this lesson, you will be able to:

Modify the organizational structure by creating organizational objects
Assign objects to the existing organizational structure

Objects in the Organizational Structure

You can choose one of the object types to be created in the current display.

The objects you can create depend on the selected object and the evaluation path used in the overview area.

If necessary, choose the Display Evaluation Path icon to check the assignments you can make.

Copy Objects

You can create a new object by copying an existing object. When you do this, the properties of the object are copied. By making an entry in table T77ITEX, Hierarchy Framework: Copy Object: ExcludeInfotype, you can exclude infotypes from the copying process. As a customer, you can exclude further infotypes from this process in table T77ITEX_C.

When you copy objects, you can enter the number of copies and give them names. You can exclude selected infotypes from the copying process in Customizing.

How to Create Objects in the Organizational Plan

Create Objects in the Organizational Plan

ExerciseStart Exercise

Business Example

The organizational plan of your enterprise changed on 01.01 this year. You now have to maintain the changes using the Organization and Staffing interface.

Use the Organization and Staffing user interface to create objects.

Note

Choose

(SAP Menu) before you start the exercise.

Task 1:

Steps

Call the Organization and Staffing Change interface.
1. On the SAP Easy Access screen, choose Human Resources→Organizational Management→Organizational Plan→Organization and Staffing→Change. (Alternatively you can also use the transaction PPOME).
Use 01.01 of the current calendar year as the start date of your editing period. The period under examination is 1 year.
1. On the Organization and Staffing Change screen, click the Date and preview period pushbutton.
2. In the Start date field, enter 01.01 of the current year as the date.
3. In the Time period field, enter 1 year as the preview period.
4. Choose the Execute pushbutton.
Set the period query for organizational changes.
1. Choose Settings→Query Time Period/Create Several Objects.
2. In the Query Time Period/Create Several Objects dialog box, select the checkbox and choose Continue.

Result

Task 1:

Task 2:

Create new objects in the organizational plan according to the following figure.

Note

Use your group number (##) as a prefix for all of your object names and abbreviations (01-Organizational Unit, 01-Position, for example).

Make sure that you are in the current plan version.

Create your ## Human Resources organizational unit under the existing organizational unit Human Resources Consolidate. Leave the existing organizational units unchanged.

Steps

Create the new organizational units in your organizational plan and link the cost centers to them. Use F4 help for the search and remain in company code CABB.
1. On the Organization and Staffing Change screen, in the Find by section, choose Organizational Unit and then choose Search Term.
  Hint
  You can also use Structure Search to find your objects.
2. In the Find Organizational Unit dialog box, enter Human* in the With Name field.
3. Choose the Find pushbutton.
4. In the search area, double-click Human Resources Consolidatee. Choose the Goto button and choose Staff Assignments (Structure).
  The Staff Assignments (Structure) for the organizational units is displayed in the overview area.
5. Select the HR Consolidate Organizational Unit and then choose the Create icon.
6. The Choose Relationship dialog box appears. You are asked what kind of object you wish to create (position or organizational unit). Choose Organizational Unit and then choose Continue.
7. In the Create Organizational unit dialog box, enter ## HR in the Object Abbreviation field, ## Human Resources in the Object Name field, and choose Continue.
  The relationship between the organizational units is created automatically.
8. On the Account Assignment tab page, link your new organizational unit to a cost center in the detail area. Choose the Account Assignment tab page and choose the input help for the Master Cost Center field. The Master Cost Center (1) dialog box is displayed.
9. In the Master Cost Center dialog box, enter CABB in the Company Code field and choose Continue.
  From the displayed list, choose the entry with the short text ADMINISTRATION CABB and then choose Continue.
10. Choose the Basic Data tab page.
  To create two subordinate organizational units, in the overview area, double-click your higher-level organizational unit (## Human Resources), and choose the Create pushbutton. In the Choose Relationship dialog box, choose Organizational Unit and then choose Continue.
  In the Create Organizational Unit dialog box, enter the short text and name for your two new organizational units. Name your two subordinate organizational units ## Human Resources Administration (with the short text ## HR Admin) and ## Personnel Development (with the short text ## PD). Choose Continue.
11. Save your organizational structure.
Create positions defined by jobs and relate them to your organizational units. Designate the position ## Head of Personnel Development as the manager of the Head of the ## Personnel Development organizational unit. Hint: To limit the overview area to display only your new Organizational Units you can select your ## Human Resources and choose Go To -> Staff Assignment structures. This will reset the top object in the overview area to your ## Human Resources.
1. Create positions defined by jobs and link them to your organizational units. Ensure you are in the Staff Assignments (Structure) view. In the overview area, double-click the organizational unit ## Human Resources Administration.
2. Choose the Create pushbutton. In the Choose Relationship dialog box, choose Position and then choose Continue. The relationship to the organizational unit is created automatically.
3. Enter the short text ## PA Admin and name the new position ## Admin Personnel Administration.
4. Assign the job 05 Clerk to your ## PA Admin position.
  Hint
  The naming convention for the jobs that already exist in the system is 05*.
5. Double-click your ## PA Admin position in the overview area of the Organization and Staffing interface.
6. To search for an existing job, go to the detail area on the Basic Data tab page and enter 05 Clerk in the Job field. Then choose Search.
  From the generated list, choose the first entry ## Administrator and choose Continue. The job ## Administrator is assigned to your position.
7. Double-click your ## Personnel Development organizational unit and choose Create. In the Choose Relationship dialog box, choose Position and then choose Continue. For your first position, enter the short text ## PD Admin and the name ## Administrator Personnel Development. For your second position, enter the short text ## PD Mgr and the name ## Head of Personnel Development and choose Continue.
8. Designate your position ## Head of Personnel Development as the head of the ## Personnel Development organizational unit.
  Double-click the position ## Personnel Development in the overview area of the Organization and Staffing interface. On the Basic Data tab page in the detail area, select the Head of Own Organizational Unit checkbox.
9. Assign the position to the job 05 Manager. On the Basic Data tab page, select the search help for the job field. In the Job dialog box, enter 05 man* in the Search Term field and choose Start Search. Choose 05 Manager and then choose Copy.
10. Save your entries and remain on the Organizational and Staffing interface screen.

Object Assignment

The following tasks can be performed for objects:

Newly assigned, if they are not yet assigned
Moved to end an object’s current assignment in a structure and create a new assignment within the same structure
Repositioned within a hierarchy level in a structure

The object you can assign, move, or reposition depends on the current evaluation path in the overview area.

How to Assign an Object

Assign an Object

ExerciseStart Exercise

Business Example

You have created new objects in the organizational plan and have to assign tasks and persons using the Organization and Staffing interface.

Assign tasks and holders using the Organization and Staffing interface.

Steps

Link the job position ## Manager and the position ## AdministratorPersonnel Administration with the relevant tasks.
Hint
Use drag and drop or the Assign pushbutton to link tasks and holders. If you need to make a correction, choose Undo. Follow the guidelines and make sure you enter appropriate validity periods for all objects.
1. In the command field of the SAP Easy Access screen, enter the transaction code PPOME and choose Enter.
2. To switch to the Task Assignment view, on the Organization and Staffing Change screen, double-click your organizational unit ## Human Resources, choose the Goto pushbutton, and then choose the Task Assignment view.
3. In the overview area of the Task Assignment screen, choose ## Human Resources→## Human Resources Administration. Double-click ## PA Admin.
  In the Find by section of the object manager, choose Task.
  Under Task, double-click Search Term.
4. The selection area contains tasks that can be assigned to your position using drag and drop.
  Click Reporting and drag it to your ## Admin Personnel Administration position. The Assign Task dialog box is displayed. Choose Continue to accept the validity dates.
  Assign the task Management Tasks to your ## Head of Personnel Development by following the previous steps.
5. Save your entries.
6. Repeat the assignment for the task Presentation (of decision models).
Link the position ## Administrator Personnel Development with a holder. This person already exists as personnel number 111991##(Lars Becker).
1. In the Find by section of the object manager, choose Person.
2. In the Restrict Value Range dialog box, enter Becker in the Last Name field and choose Continue.
3. Left click personnel number 111991## in the hit list and drag it onto your position ## Administrator Personnel Development. Select Set Date for Relationship in the Person Assign dialog box. Select the Set the date for relationship in the Person Assign dialog box. Choose Continue.
  The Delimit Vacancy dialog box displays. Choose Yes to end the vacancy of the position.
4. Save your entries.

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