Navigate the 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.

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.

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.