Navigate the Organization and Staffing Interface

Objectives

After completing this lesson, you will be able to:

  • Use the Organization and Staffing Interface to manage the organizational structure

Organization and Staffing Interface

You can define your organizational plan and manage your objects using the Organization and Staffing Interface in Organizational Management (transaction PPOME).

The functions in the Organization and Staffing Interface allow you to create organizational units, positions, jobs, and tasks quickly and easily. After you specify the details for these objects, the relationships are created automatically in the interface. All objects that you create in the Organization and Staffing Interface are automatically assigned an object ID and an active status.

In the Organization and Staffing Interface, you can maintain the following:

  • Basic data for your organizational plan.
  • Reporting structure (hierarchy of positions) that exists between the positions in your organizational plan.
  • Cost center assignments.
  • Additional infotypes for more details of the objects.

Organizational and Staffing Interface Components

In the Organization and Staffing Interface, you will find the object manager, which is divided into a search area (1), a selection area (2), an overview area (3), and a detail area (4).

You can use the search area (1) to locate objects, such as organizational units, persons, jobs, positions, and users. You can search by relationships with other objects and can store the results as favorites. In the selection area (2), you can use the search results to select an object to be used in the overview and detail areas.

You can choose an object from the search results in the selection area by double-clicking the object. You can then maintain the object in the overview (3) and detail (4) areas. You can also choose an object in the selection area and assign it to another object by using drag and drop.

In the overview area, you can display in list mode or as a tree structure. In the overview area, you can also switch between the organizational structure and the staffing assignment of an organizational unit.

In the detail area you can maintain various attributes, relationships, and characteristics of objects. All these details are grouped on different tabs, for example, the basic data of the object. You can maintain them directly where they are, or use drag and drop to maintain them outside the selection area.

In the detail area, you can view details of data for multiple periods within the processing period.

Date and Preview Period/Validity Dates

Validity dates determine the existence of an object and define the validity of the object or object characteristics. You can use validity dates to identify changes in your enterprise while retaining historical data.

You must assign a validity period to all the infotype records that you create.

Icons and Functions

There are various icons and functions for selected objects and functions on the Organization and Staffing user interface, for example:

Reporting

The various reporting options are available under the Information System menu in Organizational Management. This menu is organized according to different object types. For example, the Organizational Unit object type contains the organizational plan, and the Position object type contains the reporting structure.

Organizational plans and reporting structures represent a fraction of the reporting functionality that is available in Organizational Management.

Integration of Personnel Administration and Organizational Management

If Personnel Administration and Organizational Management are integrated, you will use the Personal Action transaction PA40 to assign a position to a person, for example a hiring action, or to do an organizational change action. The IT0000 Actions must be maintained first. You cannot overwrite the job, organizational unit, or cost center fields. These fields specify the relationships to the position.

If Controlling and Personnel Administration are integrated, Personnel Administration inherits the cost center relationship from Organizational Management.

Navigate the Organization and Staffing Interface

Business Example

As part of your job, you require information on organizational units and must be able to create new objects. For this reason, you must know how to navigate the Organization and Staffing Interface.

Learn how to search for organizational unit data in the Organizational and Staffing Interface and update the organizational structure.

Steps

  1. Access the Organization and Staffing transaction and search for an organizational unit. From the SAP Easy Access screen, choose Human ResourcesOrganizational ManagementOrganizational PlanOrganization and Staffing and double-click PPOME - Change.

    You can also enter transaction code PPOME in the Command field, or select link if the transaction is saved as a favorite.

  2. In the object manager search area, expand Organizational unit and select Search Term.

  3. Enter the name or part name of the organizational unit in the With name field. You can use the asterix (*) as a wild card if the full name is not known.

  4. Choose Find.

  5. Display the organizational unit. Double-click on the relevant organizational unit in the Hit list. The details are then displayed on the right side of the screen.

  6. Create an organizational unit. Choose Create.

  7. In the Choose Relationship pop-up box, select In line supervisor of. The new organizational unit is listed in the overview area.

  8. The Valid from date will default to "today's" date. Change this if required.

  9. Use Back to return to the SAP Easy Access screen.

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