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HR PROCESSES

Index
PROCESS 1: BENEFITS ADMINISTRATION................................................................................................3
PROCESS 1.1: BENEFITS ADMINISTRATION..............................................................................................................3
PROCESS 1.1.1: Determination of benefits offer for employee.....................................................................6
PROCESS 1.1.2: Adjustment of benefits plans...............................................................................................6
PROCESS 1.1.3: Consistency check...............................................................................................................7
PROCESS 1.1.4: Selection of benefits.......................................................................................................................9
PROCESS 1.2: HEALTH INSURANCE CLAIM...........................................................................................................11
PROCESS 1.3: COBRA...................................................................................................................................11
PROCESS 1.3.1: Initial Notification............................................................................................................11
PROCESS 1.3.2: Enroll................................................................................................................................11
PROCESS 2: COMPENSATION MANAGEMENT.......................................................................................12
PROCESS 2.1: COMPENSATION MANAGEMENT........................................................................................................12
PROCESS 2.1.1: Preparation of planning for compensation adjustment....................................................12
PROCESS 2.1.2: Compensation monitoring................................................................................................14
PROCESS 2.1.3: Performance of compensation adjustment.......................................................................14
PROCESS 2.1.4: Consolidation of compensation adjustment plans............................................................15
PROCESS 2.1.5: Compensation adjustment approval.................................................................................17
PROCESS 2.1.6: Compensation adjustment planning.................................................................................18
PROCESS 2.2: PERSONNEL COST PLANNING.........................................................................................................19
PROCESS 2.3: JOB PRICING................................................................................................................................19
PROCESS 2.4: BUDGETING.................................................................................................................................19
PROCESS 3: EXECUTIVE INFORMATION SYSTEM (EIS).....................................................................20
PROCESS 3.1: DATA MODELING..........................................................................................................................21
PROCESS 3.2: TASK FUNCTIONS ON TOOLS..........................................................................................................21
PROCESS 3.3: TASK FUNCTIONS ON INFORMATION SYSTEM....................................................................................21
PROCESS 3.4: TOOLS........................................................................................................................................21
PROCESS 3.5: INFORMATION SYSTEM (EC-EIS)..................................................................................................21
PROCESS 3.6: DATA TRANSFER..........................................................................................................................21
PROCESS 3.7: DATA BASIS...............................................................................................................................27
PROCESS 3.8: BASIC SETTINGS...........................................................................................................................28
PROCESS 4: ENVIRONMENT, HEALTH AND SAFETY ........................................................................29
PROCESS 4.1: MASTER DATA PROCESSING PRODUCT SAFETY.........................................................................29
PROCESS 4.1.1: Material Master PROCESSING EH&S............................................................................29
PROCESS 4.1.2: Information System...........................................................................................................30
PROCESS 4.1.3: Product Safety..................................................................................................................31
PROCESS 4.2: OCCUPATIONAL HEALTH...............................................................................................................35
PROCESS 4.2.1: Injury/Illness Log..............................................................................................................36
PROCESS 4.2.2: Protocol............................................................................................................................37
PROCESS 4.3: INDUSTRIAL HYGIENE AND SAFETY.................................................................................................39
PROCESS 4.3.1: Work Area (PROCESSING).............................................................................................40
PROCESS 4.3.2: Standard Operating Procedure........................................................................................40
PROCESS 4.3.3: Accident............................................................................................................................43
PROCESS 4.3.4: Agent.................................................................................................................................44
PROCESS 4.4: MASTER DATA PROCESSING DANGEROUS GOODS WITH SUBSTANCE DATABASE............................45
PROCESS 4.4.1: Material Master................................................................................................................45
PROCESS 4.4.2: Product Safety..................................................................................................................48
PROCESS 4.5: MASTER DATA PROCESSING DANGEROUS GOODS WITHOUT SUBSTANCE DATABASE.....................50

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HR PROCESSES

PROCESS 4.5.1: Material Master................................................................................................................51


PROCESS 4.5.2: Dangerous Goods............................................................................................................55
PROCESS 5: HR FUNDS AND POSITION MANAGEMENT.....................................................................57

PROCESS 6: ORGANIZATIONAL MANAGEMENT .................................................................................58


PROCESS 6.1: ORGANIZATIONAL PLAN.................................................................................................................58
PROCESS 6.1.1: Task analysis....................................................................................................................59
PROCESS 6.1.2: Organizational monitoring...............................................................................................59
PROCESS 6.1.3: Implementation of organizational plan............................................................................59
PROCESS 6.1.4: Task synthesis...................................................................................................................59
PROCESS 7: PERSONNEL ADMINISTRATION.........................................................................................61
PROCESS 7.1: PERSONNEL ACTIONS....................................................................................................................61
PROCESS 7.1.1: Employee hiring................................................................................................................69
PROCESS 7.1.2: Employee information on salary adjustment....................................................................69
PROCESS 7.1.3: Employee leaving..............................................................................................................69
PROCESS 7.1.4: Employee transfer.............................................................................................................70
PROCESS 7.1.5: Salary adjustment.............................................................................................................70
PROCESS 8: PERSONNEL DEVELOPMENT..............................................................................................71
PROCESS 8.1: PERSONAL DEVELOPMENT..............................................................................................................71
PROCESS 8.1.1: Succession planning.........................................................................................................71
PROCESS 8.1.2: Individual personnel development planning....................................................................74
PROCESS 8.1.3: Career planning................................................................................................................77
PROCESS 9: TIME............................................................................................................................................79
PROCESS 9.1: PERSONNEL TIME MANAGEMENT....................................................................................................79
PROCESS 9.1.1: Personnel time planning...................................................................................................80
PROCESS 9.1.2: Provision of additional personnel time specifications.....................................................82
PROCESS 9.1.3: Time statement creation...................................................................................................83
PROCESS 9.1.4: PROCESSING of personnel time evaluation messages....................................................83
PROCESS 9.1.5: Day evaluation..................................................................................................................84
PROCESS 9.1.6: Personnel time accounts administration.........................................................................86
PROCESS 9.1.7: Entry of employee remuneration specifications...............................................................88
PROCESS 9.1.8: Personnel time recording.................................................................................................88
PROCESS 9.1.9: Infrastructure setup for personnel time recording...........................................................91
PROCESS 9.2: PERSONNEL SHIFT PLANNING - OPERATIVE......................................................................................92
PROCESS 9.2.1: Personnel shift planning - operative...............................................................................92
PROCESS 9.3: INTERFACES.................................................................................................................................94
PROCESS 10: TRAINING AND EVENT MANAGEMENT.........................................................................96
PROCESS 10.1: BASICS.....................................................................................................................................96
PROCESS 10.2: INTERFACES...............................................................................................................................96
PROCESS 11: TRAVEL MANAGEMENT...................................................................................................126

PROCESS 12: PAYROLL NETHERLANDS................................................................................................160

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HR PROCESSES

PROCESS 1: Benefits administration


Path: \Benefits administration

Benefits
administration

COBRA

Health
Insurance
Claim

PROCESS 1.1: Benefits administration


Path: \Benefits administration\Benefits administration

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HR PROCESSES

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HR PROCESSES
Benefits
Period
Benefits offer
for recurring
system must
enrollment
is available be adapted
has started
for employee

Determination
of benefits
offer
for employee

Benefits
Notification
plans
given
are available
of correction
to employee
requirements
for selection

Selection
of benefits

Benefits
selection
of employee
is available
to enterprise

Consistency
check

Need
Benefits Benefits Benefits
to correct
plans plans plans
benefits
are available are available are available
selection
for termination for changing for enrollment
is transmitted

Adjustment
of benefits
plans

Employee Employee Confirmation


participation participation of adaptation
in benefits in benefits transmitted
is complete is active to employee

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HR PROCESSES

PROCESS 1.1.1: Determination of benefits offer for employee


Path: \Benefits administration\Benefits administration\Determination of benefits offer for employee

Activities:
- Obtain information on employee
- Obtain information on eligibility provisions
- Obtain information on benefits offer
- Obtain information on current employee benefits
- Make decision on employee benefits
- Transmit benefits offer to employee
- Transmit information on benefits selection guidelines to employee
- Transmit information on current employee benefits

PROCESS 1.1.2: Adjustment of benefits plans


Path: \Benefits administration\Benefits administration\Adjustment of benefits plans

Benefits Benefits Benefits


plans plans plans
are available are available are available
for termination for changing for enrollment

Termination Change Enrollment


of benefits of benefits in benefits
plans plans plans
[standard] [standard] [standard]

Employee Employee
Confirmation
participation participation
of adaptation
in benefits in benefits
is desired
is complete is active

Confirmation
of adjustment
of benefits
participation
[standard]

Confirmation
of adaptation
transmitted
to employee

Activities: Enrollment in benefits plans [standard]


Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Enrollment in benefits
plans [standard]

- Enroll employee in benefits plans

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HR PROCESSES

Activities: Confirmation of adjustment of benefits


participation [standard]
Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Confirmation of
adjustment of benefits participation [standard]

- Choose transmission route


- Create confirmation of adaptation of benefits participation
- Transmit confirmation of adaptation of benefits participation

Activities: Termination of benefits plans [standard]


Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Termination of benefits
plans [standard]

- Terminate employee participation in benefits plans

Activities: Change of benefits plans [standard]


Path: \Benefits administration\Benefits administration\Adjustment of benefits plans\Change of benefits
plans [standard]

- Change benefits plans for employee

PROCESS 1.1.3: Consistency check


Path: \Benefits administration\Benefits administration\Consistency check

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HR PROCESSES

Benefits
selection
of employee
is available
to enterprise

Consistency
check
[standard]

Need
Benefits Benefits Benefits
to correct
plans plans plans
benefits
are available are available are available
selection
for termination for changing for enrollment
has arisen
Notification
of need
to make
correction
for benefits selection [standard]
Need
to correct
benefits
selection
is transmitted

Activities: Consistency check [standard]


Path: \Benefits administration\Benefits administration\Consistency check\Consistency check [standard]

- Check each plan type to determine whether selection is allowed


- Check dependencies between plans
- Check selected plan parameters
- Check that required documents are available
- Make decision on selected benefits
- Make decision on selected benefits plans

Activities: Notification of need to make correction for


benefits selection [standard]
Path: \Benefits administration\Benefits administration\Consistency check\Notification of need to make
correction for benefits selection [standard]

- Determine specifications for correction


- Choose transmission route
- Create notification of need to correct benefits selection
- Transmit need to correct benefits selection to employee

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HR PROCESSES

PROCESS 1.1.4: Selection of benefits


Path: \Benefits administration\Benefits administration\Selection of benefits

Benefits
Notification
plans
given
are available
of correction
to employee
requirements
for selection

Correction
Selection
of benefits
of benefits
selection
[standard]
[standard]

Benefits
selection
of employee
is available
to enterprise

Activities: Selection of benefits [standard]


Path: \Benefits administration\Benefits administration\Selection of benefits\Selection of benefits [standard]
- Choose required benefits
- Obtain required documents
- Transmit required benefits selection to employer
- Transmit required documents to employer

Activities: Correction of benefits selection [standard]


Path: \Benefits administration\Benefits administration\Selection of benefits\Correction of benefits selection
[standard]

- Correct benefits selection


- Correct benefits plan parameters
- Obtain required documents
- Transmit corrected benefits selection to employer
- Transmit required documents selection to employer

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HR PROCESSES
Preparation Requirement
Compensation
of planning for comp.
management
for comp. adj.
system
adj. planning
available
desired available

Preparation
of planning
for compensation
adjustment

Notification
Compensation Specifications
given
adjustment for comp.
of need
planning adjustment
to correct
is desired available
comp. adj. plan

Compensation
adjustment
planning

Subplan Compensation Need


for comp. adjustment to correct
adjustment plan comp.
released released adj.
for approval for approval plan is available

Compensation
adjustment
approval

Subplan Need
Compensation
Time for comp. to correct
adjustment
reached adj. comp.
plan
for consolidation available adj.
is approved
for consolidation plan is transmitted

Consolidation
of compensation
adjustment
plans

Comp. New time Subplan


Performance
adjustment is determined requirement Compensation
of comp.
plan for consolidation for comp. check
adj.
is released of comp. adjustment is desired
is desired
for checking adj. plan is transmitted

Performance
Compensation
of compensation
monitoring
adjustment

Benefits Compensation Bases


Payroll Employee Compensation
offer management Job evaluation of compensation
accounting notified adjustment
must system must adjustment
specifications of compensation plan
be adapted must be updated must
changed adjustment is converted
for employee be adjusted be changed

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HR PROCESSES

PROCESS 1.2: Health Insurance Claim


Path: \Benefits administration\Health Insurance Claim

PROCESS 1.3: COBRA


Path: \Benefits administration\COBRA

Initial
Notification

Enroll

PROCESS 1.3.1: Initial Notification


Path: \Benefits administration\COBRA\Initial Notification

PROCESS 1.3.2: Enroll


Path: \Benefits administration\COBRA\Enroll

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HR PROCESSES

PROCESS 2: Compensation management


Path: \Compensation management

Compensation
management

Budgeting

Job Pricing

Personnel
Cost
Planning

PROCESS 2.1: Compensation management


Path: \Compensation management\Compensation management

PROCESS 2.1.1: Preparation of planning for compensation adjustment


Path: \Compensation management\Compensation management\Preparation of planning for compensation
adjustment

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HR PROCESSES

Preparation Requirement Bases


Compensation
of planning for comp. of compensation
management
for comp. adj. adjustment
system
adj. planning must
available
desired available be changed

Obtainment
of information
for compensation
adjustment
planning
Relevant
info.
for comp.
adj.
planning available

Determination
of specifications
for compensation
adjustment

Specifications
for comp.
adjustment
available

Activities: Obtainment of information for compensation


adjustment planning
Path: \Compensation management\Compensation management\Preparation of planning for compensation
adjustment\Obtainment of information for compensation adjustment planning

- Obtain information on org. structure


- Obtain information on job pricing
- Obtain information on pay grade structure
- Obtain information on general economic environment
- Obtain enterprise-specific information on comp. adjustment planning

Activities: Determination of specifications for


compensation adjustment
Path: \Compensation management\Compensation management\Preparation of planning for compensation
adjustment\Determination of specifications for compensation adjustment

- Determine relevant compensation elements


- Determine compensation adjustment types
- Determine basic condition for comp. adjustment amount
- Determine eligibility provisions for comp. adjustment
- Determine budget specifications for comp. adjustment
- Determine time specifications for compensation adjustment

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HR PROCESSES

PROCESS 2.1.2: Compensation monitoring


Path: \Compensation management\Compensation management\Compensation monitoring

Compensation Specifications
Compensation
adjustment for comp.
check
plan adjustment
is desired
is approved available

Compensation
monitoring

Compensation Bases
management Job evaluation of compensation
system must adjustment
must be updated must
be adjusted be changed

Activities: Compensation monitoring


Path: \Compensation management\Compensation management\Compensation monitoring\Compensation
monitoring
- Obtain information on basic compensation management conditions
- Obtain information on compensation system
- Obtain information on employee compensation
- Analysis of available info on comp management system
- Determine need to act for compensation management system

PROCESS 2.1.3: Performance of compensation adjustment


Path: \Compensation management\Compensation management\Performance of compensation adjustment

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HR PROCESSES

Performance Compensation
of comp. adjustment
adj. plan
is desired is approved

Performance
of compensation
adjustment

Benefits Employee
Payroll Compensation
offer must
accounting adjustment
must be notified
specifications plan
be adapted of compensation
changed is converted
for employee adjustment

Notification
of compensation
adjustment
to employee

Employee
notified
of compensation
adjustment

Activities: Performance of compensation adjustment


Path: \Compensation management\Compensation management\Performance of compensation
adjustment\Performance of compensation adjustment

- Update payroll specifications

Activities: Notification of compensation adjustment to


employee
Path: \Compensation management\Compensation management\Performance of compensation
adjustment\Notification of compensation adjustment to employee

- Create notification of compensation adjustment for employee


- Choose transmission route
- Transmit notification of compensation adjustment to employee

PROCESS 2.1.4: Consolidation of compensation adjustment plans


Path: \Compensation management\Compensation management\Consolidation of compensation
adjustment plans

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HR PROCESSES

Subplan
Time for comp.
reached adj.
for consolidation available
for consolidation

Consolidation
of compensation
adjustment
plan

Comp. New time Further


adjustment is determined subplans
plan for consolidation required
is released of comp. for compensation
for checking adj. plan adjustment

Subplan
requirement
for compenation
adjustment

Subplan
requirement
for comp.
adjustment
is transmitted

Activities: Consolidation of compensation adjustment


plan
Path: \Compensation management\Compensation management\Consolidation of compensation
adjustment plans\Consolidation of compensation adjustment plan

- Include subplans in overall plan


- Check that all subplans are available
- Released consolidated plan for checking

Activities: Subplan requirement for compenation


adjustment
Path: \Compensation management\Compensation management\Consolidation of compensation
adjustment plans\Subplan requirement for compenation adjustment

- Create subplan requirement for comp. adjustment


- Choose transmission route
- Transmit subplan requirement for compensation adjustment

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HR PROCESSES

PROCESS 2.1.5: Compensation adjustment approval


Path: \Compensation management\Compensation management\Compensation adjustment approval

Subplan Compensation
for comp. adjustment
adjustment plan
released released
for approval for approval

Approval Approval
of subplan of compensation
for compensation adjustment
adjustment plan

Subplan Need
Compensation
for comp. to correct
adjustment
adj. comp.
plan
available adj.
is approved
for consolidation plan is available
Notification
of need
to correct
compensation
adjustment plan
Need
to correct
comp.
adj.
plan is transmitted

Activities: Approval of subplan for compensation


adjustment
Path: \Compensation management\Compensation management\Compensation adjustment
approval\Approval of subplan for compensation adjustment

- Check adequacy of compensation adjustment


- Check financial resources for compensation adjustment

Activities: Notification of need to correct compensation


adjustment plan
Path: \Compensation management\Compensation management\Compensation adjustment
approval\Notification of need to correct compensation adjustment plan

- Determine correction specifications for comp. adjustment plan


- Create notification of need to correct compensation adjustment plan
- Choose transmission route
- Transmit notification of need to correct comp. adjustment plan

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HR PROCESSES

Activities: Approval of compensation adjustment plan


Path: \Compensation management\Compensation management\Compensation adjustment
approval\Approval of compensation adjustment plan

- Check adequacy of compensation adjustment


- Check financial resources for compensation adjustment

PROCESS 2.1.6: Compensation adjustment planning


Path: \Compensation management\Compensation management\Compensation adjustment planning

Notification
Compensation Specifications
given
adjustment for comp.
of need
planning adjustment
to correct
is desired available
comp. adj. plan

Creation Correction
of compensation of compensation
adjustment adjustment
plan plan

Comp.
adjustment
plan
is released
for checking

Check
for compensation
adjustment
plan

Subplan Compensation Need


for comp. adjustment to correct
adjustment plan comp.
released released adj.
for approval for approval plan is available

Activities: Creation of compensation adjustment plan


Path: \Compensation management\Compensation management\Compensation adjustment
planning\Creation of compensation adjustment plan

- Obtain info on basic conditions of comp. adjustment amount


- Obtain info on eligibility provisions for comp. adjustment
- Obtain info on budget specifications for comp. adjustment
- Obtain info on time specifications for comp. adjustment
- Determine employee affected
- Obtain info on employee for compensation adjustment

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HR PROCESSES

- Create compensation adjustment plan

Activities: Check for compensation adjustment plan


Path: \Compensation management\Compensation management\Compensation adjustment planning\Check
for compensation adjustment plan
- Check observance of basic conditions for comp. adj. Amount
- Check observance of eligibility provisions for comp. adj.
- Check observance of budget specifications for comp. adj.

Activities: Correction of compensation adjustment plan


Path: \Compensation management\Compensation
management\Compensation adjustment planning\Correction of
compensation adjustment plan
- Obtain correction specification for comp. adj. Plan
- Obtain info on basic conditions of comp. adjustment amount
- Obtain info on eligibility provisions for comp. adjustment
- Obtain info on budget specifications for comp. adjustment
- Obtain info on time specifications for comp. adjustment
- Obtain info on employee for compensation adjustment
- Correct compensation adjustment plan

PROCESS 2.2: Personnel Cost Planning


Path: \Compensation management\Personnel Cost Planning

PROCESS 2.3: Job Pricing


Path: \Compensation management\Job Pricing

PROCESS 2.4: Budgeting


Path: \Compensation management\Budgeting

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HR PROCESSES

PROCESS 3: Executive Information System (EIS)


Path: \Enterprise Controlling\Executive Information System (EIS)

Data
Modeling
Required

Data
modeling

Basic
Settings
to be
made

Basic
settings

Number Foreign Units File


Ranges Currencies of Measure Names
Defined Are Specified Specified Established

Data
basis

Data
basis
determined

Data
transfer

Data
transfer
specified

Task
Information Task
Functions
System Tools Functions
on Information
(EC-EIS) on Tools
System

Task
Task
functions
Information Tools functions
for Information
System set up for tools
System
set up
set up

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HR PROCESSES

PROCESS 3.1: Data modeling


Path: \Enterprise Controlling\Executive Information System (EIS)\Data modeling

PROCESS 3.2: Task Functions on Tools


Path: \Enterprise Controlling\Executive Information System (EIS)\Task Functions on Tools

- Data (Tools)
- Information System

PROCESS 3.3: Task Functions on Information System


Path: \Enterprise Controlling\Executive Information System (EIS)\Task Functions on Information System

SubPROCESSES
- Reports (EIS)
- Forms (EIS)
- Variables (EIS)
- Report data (EIS)
- Report portfolio (EIS)

PROCESS 3.4: Tools


Path: \Enterprise Controlling\Executive Information System (EIS)\Tools

SubPROCESSES
- Conversion to Release 4.0
- Autorization management (EIS)
- Data basis
- Data Transfer
- Data
- Transport

PROCESS 3.5: Information System (EC-EIS)


Path: \Enterprise Controlling\Executive Information System (EIS)\Information System (EC-EIS)

SubPROCESSES
- Maintain Report Selection
- Print in MS Word for Windows
- Maintain Hierarchy Directory

PROCESS 3.6: Data transfer


Path: \Enterprise Controlling\Executive Information System (EIS)\Data transfer

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HR PROCESSES

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HR PROCESSES

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HR PROCESSES

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Define
material
type

Specify
material
number
HR PROCESSES
Specify
industry
sector

Choose
views

Maintain
units
of measure
/ dimensions

Maintain
material
description

Define
laboratory/
office

Enter
environment
data
Process
cross-plant
material
status
and validity
Define
whether
material
is configurable
Define
distribution
of material
master/
ALE
Check
design
documents

Enter
EAN/UPC
code

Define
quota
allocation
procedure

Classify
material

Process
material
status
and validity
across distribution chains
Maintain
statistics
group

Maintain
volume
rebate
group
Maintain
item
category
group

Maintain
sales
status

Maintain
shipping
data

Define
general
plant
parameters

Maintain
product
attributes
Check
foreign
trade
data
for export
Process
material
status
and validity
specific to distribution chain

Determine
tax data

Maintain
price
determination
data

Maintain
commission
group

Maintain
account
assignment
group

Maintain
quantity
agreements

Maintain
availability
check

Maintain
sales
texts

Maintain
material
groups
Maintain
general
foreign
trade
data
Specify
export
licenses

Maintain
preference
data

Create
material

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HR PROCESSES
Data Data
is to is to
be transferred be transferred
from from
Other Applications Source System

External
Systems

Non-SAP
Systems
Defined

Transaction Master
data data

Transaction Master
Data Data
Defined Defined

Comments

Comments
Defined

Master
Data
Hierarchy

Master
Data
Hierarchy
Defined

Transfer
procedure

Transfer
Procedure
Defined

File

File
Defined

Control
Report
Portfolio

Control
Report
Portfolio
Defined

Steps
when
setting
up a
data transfer

Data
Transfer
Steps
Defined

Repeatability
from
Data
transfer
(Authentification/Scheduling)

Data
Transfer
Set Up

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HR PROCESSES

PROCESS 3.7: Data basis


Path: \Enterprise Controlling\Executive Information System (EIS)\Data basis
Data
Basis
needs
to be
defined

Characteristics

Characteristics
Defined

Basic
key figures

Basic
Key Figures
Specified

Field
groups

Specify
Field
Groups

Aspect

Aspects
Specified

Calculated
Key Figures

Accounted
Key Figures
Defined

Comment
tables

Comment
Tables
Defined

Fixed
Characteristics

Fixed
Characteristics
Specified

Summarization
levels

Summarization
Levels
Defined

Currency
Translation
Types
for Data
Transfer and Planning Layouts

Currency
Translation
Defined

Derivation

Derivations
Specified

Validation

Validation
Completed

Data
slices

Data
basis
determined

02/17/2001 10:21:19 AM Page 27 of 160


HR PROCESSES

PROCESS 3.8: Basic settings


Path: \Enterprise Controlling\Executive Information System (EIS)\Basic settings

Basic
Settings
to be
made

Number Foreign Quantity File


ranges currencies Units names

Number Foreign Units File


Ranges Currencies of Measure Names
Defined Are Specified Specified Established

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HR PROCESSES

PROCESS 4: Environment, Health and Safety


Path: \Environment, Health and Safety

- Master data PROCESSING product safety


- Master data PROCESSING dangerous goods with substance database
- Industrial Hygiene and Safety
- Occupational Health

PROCESS 4.1: Master Data PROCESSING Product Safety


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety

EH&S
master
data
is to
be created

Material
Master

Product Drilldown
Safety reporting
data is to
is to be carried
be processed out

Product Information
Safety System

Processing Result
is completed is displayed

PROCESS 4.1.1: Material Master PROCESSING EH&S


Path: \Environment, Health and Safety\Master Data PROCESSing Product Safety\Material Master\Material
Master PROCESSING EH&S

Activities

02/17/2001 10:21:19 AM Page 29 of 160


HR PROCESSES

PROCESS 4.1.2: Information System


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information System

Drilldown
reporting
is to
be carried
out

Substance Report
Search Search
Using Using
Substance Report
Information System Information System

Result
is displayed

Activities: Substance Search Using Substance


Information System
Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information
System\Substance Search Using Substance Information System

- Enter search criteria


- Specify Time Limit
- Save Query
- Save Set of Hits
- Choose Output Variant
- Edit Output Variants
- Define drill down reporting as a job

02/17/2001 10:21:19 AM Page 30 of 160


HR PROCESSES

Activities: Report Search Using Report Information


System
Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Information
System\Report Search Using Report Information System

- Choose report category


- Choose language
- Specify Time Limit
- Choose Report Object
- Display Report
- Trigger Substance Report Shipping Manually

PROCESS 4.1.3: Product Safety


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety

02/17/2001 10:21:19 AM Page 31 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 32 of 160


HR PROCESSES

Product Attributes
Safety are to
data be formulated
is to in text
be processed form

Substance Substance
Master Classification
Phrase
Processing Using
Processing
for Product EH&S
Safety Expert

Phrases
Substance
are to
report
be assigned
is to
to the
be created
characteristics of the substance properties

Processing
Document Substance of Substance
Phrase
Template Report Report
Set Processing
Processing Processing Generation
Variants

Shipping
(printing)
of reports
is to
be triggered

Report
Shipping

Processing
is completed

Activities: Phrase PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Phrase
PROCESSING

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HR PROCESSES

- Choose phrase library


- Enter phrase key
- Enter phrase group
- Enter phrase text in source language
- Enter phrase code in source language
- Record change document
- Allocate phrase to phrase set
- Maintain phrase items (Translation)
- Specify conditional phrase output via user exit
- Set up phrase distribution via ALE

Activities: Report Shipping


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Report
Shipping

- Monitor Report Shipping


- Monitor Subsequent Shipping of reports

Activities: Substance Report PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance
Report PROCESSING

- Select substance(s) for report PROCESSING


- Trigger report generation from substance management
- Trigger report generation from request(s)
- Release reports
- Archive reports using Archivelink
- Select report(s) in substance information system
- Trigger substance report generation

Activities: Document Template PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Document
Template PROCESSING

- Choose Document category


- Enter document template
- Enter document template description
- Enter relevant language dependent labels
- PROCESS contents of document template
- Release document template

Activities: PROCESSING of Substance Report Generation


Variants
Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product
Safety\PROCESSING of Substance Report Generation Variants

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HR PROCESSES

- Enter substance report generation variant


- Enter leading validity area
- Enter substance report type
- Enter document template
- Enter control indicator for report management
- Enter relevant language dependent labels
- Enter ratings
- Maintain relevant validity area / laanguage assignments for multilingual
reports

Activities: Substance Classification Using EH&S Expert


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance
Classification Using EH&S Expert

- Maintain rule using rule editor


- Use rule in substance characteristic assignment

Activities: Substance Master PROCESSING for Product


Safety
Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Substance
Master PROCESSING for Product Safety

- Maintain substance char value items


- Allocate subs indentifiers to subs lists
- Record substance char value additional information
- Generate substance hit list
- Record change document
- Select substances for report PROCESSING
- Assign materials to substances
- Specify substances identifiers
- Choose subs characteristic category in properties tree

Activities: Phrase Set PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Product Safety\Product Safety\Phrase Set
PROCESSING

- Enter phrase set


- Enter phrase set label
- Record change document
- Enter label in language
- Allocate sorted phrases to phrase set

PROCESS 4.2: Occupational Health


Path: \Environment, Health and Safety\Occupational Health

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HR PROCESSES

Occupational
health
data
is to
be entered

Injury/
Illness Protocol
Log

Entering
data
is completed

PROCESS 4.2.1: Injury/Illness Log


Path: \Environment, Health and Safety\Occupational Health\Injury/Illness Log

02/17/2001 10:21:19 AM Page 36 of 160


HR PROCESSES

Occupational
health
data
is to
be entered

Injury/
Illness
Log Entry
Processing

Injury/
illness
log entries
are to
be entered in the injury/illness log
Data
Transfer
Injury/
Illness
Log to Accident

Entering
data
is completed

Activities: Injury/Illness Log Entry PROCESSING


Path: \Environment, Health and Safety\Occupational Health\Injury/Illness Log\Injury/Illness Log Entry
PROCESSING

- Enter person
- Enter reason for inclusion
- Enter treatment
- Arrange follow up appointment
- Trigger medical service

Activities: Data Transfer Injury/Illness Log to Accident


Path: \Environment, Health and Safety\Occupational Health\Injury/Illness Log\Data Transfer Injury/Illness
Log to Accident

- Transfer data to incident / accident log

PROCESS 4.2.2: Protocol


Path: \Environment, Health and Safety\Occupational Health\Protocol

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HR PROCESSES
Occupational
health
data
is to
be entered

Determining
Protocol
Proposal
Lists

Protocol
is to
be assigned
to person

Protocol
Assignment

Medical
service
is to
be created
for person

Open
Medical
Service

Questionnaire
answers
are to
be entered

Answering
Questionnaires

Evaluations
are to
be Performed

Medical
Service
Processing

Entering
data
is completed

Activities: Determining Protocol Proposal Lists


Path: \Environment, Health and Safety\Occupational Health\Protocol\Determining Protocol Proposal Lists

- Assign agent
- Create / maintain exposure group
- Create / maintain questions
- Create / maintain questionaire
- Create / maintain examination
- Create / maintain preliminary examination
- Determine exposure situation of person

Activities: Medical Service PROCESSING


Path: \Environment, Health and Safety\Occupational Health\Protocol\Medical Service PROCESSING
- Enter medical results
- Enter diagnostics
- Enter occupational health assessment
- Enter restrictions
- Enter trigger corrective actions
- Specify next appointment for protocol
- Close service

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HR PROCESSES

Activities: Answering Questionnaires


Path: \Environment, Health and Safety\Occupational Health\Protocol\Answering Questionnaires

- Enter questionnaire answers


- Check questionnaire answers

Activities: Open Medical Service


Path: \Environment, Health and Safety\Occupational Health\Protocol\Open Medical Service

- Choose person
- Check protocol assignment
- Group protocols together
- Choose person for medical service
- Open medical service

Activities: Protocol Assignment


Path: \Environment, Health and Safety\Occupational Health\Protocol\Protocol Assignment

- Assignment protocol to person

PROCESS 4.3: Industrial Hygiene and Safety


Path: \Environment, Health and Safety\Industrial Hygiene and Safety

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HR PROCESSES

Work
area
is to
be defined

Work
Area

Agents
Accident
in the
data
enterprise
is to
are to
be entered
be entered

Agent Accident

Create
standard
operating
procedure

Standard
Operating
Procedure

Entering
data
is completed

PROCESS 4.3.1: Work Area (PROCESSING)


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Work Area\Work Area PROCESSING

Activities
- Enter work area data
- Enter industrial hygiene and safety data
- Maintain exposure profile
- Interpret data

PROCESS 4.3.2: Standard Operating Procedure


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure

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Define
material
type

Specify

HR PROCESSES
material
number

Specify
industry
sector

Choose
views

Maintain
units
of measure
/ dimensions

Maintain
material
description

Define
laboratory/
office

Enter
environment
data
Process
cross-plant
material
status
and validity
Define
whether
material
is configurable
Define
distribution
of material
master/
ALE
Check
design
documents

Enter
EAN/UPC
code

Define
quota
allocation
procedure

Classify
material

Process
material
status
and validity
across distribution chains
Maintain
statistics
group

Maintain
volume
rebate
group
Maintain
item
category
group

Maintain
sales
status

Maintain
shipping
data

Define
general
plant
parameters

Maintain
product
attributes
Check
foreign
trade
data
for export
Process
material
status
and validity
specific to distribution chain

Determine
tax data

Maintain
price
determination
data

Maintain
commission
group

Maintain
account
assignment
group

Maintain
quantity
agreements

Maintain
availability
check

Maintain
sales
texts

Maintain
material
groups
Maintain
general
foreign
trade
data
Specify
export
licenses

Maintain
preference
data

Create
material

02/17/2001 10:21:19 AM Page 41 of 160


HR PROCESSES

Create
standard
operating
procedure

Processing
Document Substance of Substance
Template Report Report
Processing Processing Generation
Variants

Shipping
(printing)
of reports
is to
be triggered

Report
Shipping

Entering
data
is completed

Activities: PROCESSING of Substance Report Generation


Variants
Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating
Procedure\PROCESSING of Substance Report Generation Variants

- Enter substance report generation variant


- Enter leading validity area
- Enter substance report type
- Enter document template
- Enter control indicator for report management
- Enter relevant language dependent labels
- Enter ratings
- Maintain relevant validity area / language assignments for multilingual
reports

Activities: Report Shipping


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating Procedure\Report
Shipping

- Monitor report shipping


- Monitor subsequent shipping of reports

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HR PROCESSES

Activities: Substance Report PROCESSING


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating
Procedure\Substance Report PROCESSING

- Select substances for report PROCESSING


- Trigger report generation from substance management
- Trigger report generation from requests
- Release reports
- Archive reports using archivelink
- Select report(s) in substance information system
- Trigger substance report generation

Activities: Document Template PROCESSING


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Standard Operating
Procedure\Document Template PROCESSING

- Choose document category


- Enter document template
- Enter document template description
- Enter relevant language dependent labels
- PROCESS contents of document template
- Release document template

PROCESS 4.3.3: Accident


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Accident

Accident
data
is to
be entered

Incident/
Accident
Log Processing

Create
standard
operating
procedure

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HR PROCESSES

Activities: Incident/Accident Log PROCESSING


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Accident\Incident/Accident Log
PROCESSING

- Enter / maintain event related accident data


- Enter / maintain person related accident data

PROCESS 4.3.4: Agent


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent

Agents
in the
enterprise
are to
be entered

Agent
Processing

Agents
are to
be assigned
to exposure
logs

Exposure
Log Processing

Create
standard
operating
procedure

Activities: Agent PROCESSING


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent\Agent PROCESSING

- Specify substance char values


- Enter substance category
- Maintain char value for subs char val assignment
- Determine notification status
- Record change document
- Select substances for reporting PROCESSING
- Assign materials to substance
- Specify substance identifiers
- Choose subs characteristics category in properties tree

02/17/2001 10:21:19 AM Page 44 of 160


HR PROCESSES

Activities: Exposure Log PROCESSING


Path: \Environment, Health and Safety\Industrial Hygiene and Safety\Agent\Exposure Log PROCESSING
- Enter exposure log
- Maintain exposure amounts

PROCESS 4.4: Master Data PROCESSING Dangerous Goods with


Substance Database
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database

EH&S
master
data
is to
be created

Material
Master

Dangerous
Basic
goods
data
master
is to
is to
be processed
be processed

Product Dangerous
Safety Goods

Processing
is completed

PROCESS 4.4.1: Material Master


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Material Master

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HR PROCESSES

EH&S
master
data
is to
be created

Material
Master
Processing
EH&S

Dangerous
Basic
goods
data
master
is to
is to
be processed
be processed

Activities: Material Master PROCESSING EH&S


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Material Master\Material Master PROCESSING EH&S

PROCESS 4.4.2: Dangerous Goods


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Dangerous Goods

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HR PROCESSES

Dangerous
goods
master
is to
be processed
Subsequent
Processing
of Dangerous
Goods
Master
Dangerous Automatic
goods retrieval
master of dangerous
is to goods
be distributed data is to be carried out
Filling
Dangerous
Dangerous
Goods
Goods
Master
Master
Distribution
from Substance Database

Processing
is completed

Activities: Subsequent PROCESSING of Dangerous


Goods Master
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Dangerous Goods\Subsequent PROCESSING of Dangerous Goods Master

- Enter material
- Enter dangerous goods regulation
- Generate dangerous goods hit list
- PostPROCESS empty fields

Activities: Dangerous Goods Master Distribution


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Dangerous Goods\Dangerous Goods Master Distribution

- Enter material
- Enter dangerous goods regulation
- Enter selection date
- Enter logical target system
- Execute dangerous goods master distribution

02/17/2001 10:21:19 AM Page 47 of 160


HR PROCESSES

Activities: Filling Dangerous Goods Master from


Substance Database
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Dangerous Goods\Filling Dangerous Goods Master from Substance Database

- Set selection date


- Enter dangerous goods classification
- Enter real substance
- Enter material
- Enter phrase group for dangerous goods texts
- Carry out filling for dangerous goods master

PROCESS 4.4.2: Product Safety


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Product Safety

Attributes
Basic
are to
data
be formulated
is to
in text
be processed
form

Dangerous
Substance
Goods Dangerous
Master Phrase
Basic Goods
Processing Processing
Data Classification
Product
Processing
Phrases
are to
be assigned
to the
characteristics of the substance properties

Phrase
Set Processing

Processing
is completed

Activities: Phrase PROCESSING

02/17/2001 10:21:19 AM Page 48 of 160


HR PROCESSES
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Product Safety\Phrase PROCESSING

- Choose phase library


- Enter phrase key
- Enter phrase group
- Enter phrase text in source language
- Record change document
- Allocate phrase to phrase set
- Maintain phrase items (translation)
- Specify conditional phrase output via user exit
- Set up phrase distribution via ALE

Activities: Substance Master PROCESSING Product


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Product Safety\Substance Master PROCESSING Product

- Specify substance char value usage


- Enter substance category real substance
- Trigger dangerous goods master filling
- Record change document
- Choose properties tree dangerous goods data
- Enter reference substances
- Choose subs characteristics category in properties tree

Activities: Dangerous Goods Classification


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Product Safety\Dangerous Goods Classification

- Enter substance key


- Enter substance category dangerous goods classification
- Enter substance authorization group
- Generate substance hit list
- Specify substance identifiers
- Maintain transport classifications
- Maintain hazard inducer
- Specify substance char value usage

Activities: Dangerous Goods Basic Data PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Product Safety\Dangerous Goods Basic Data PROCESSING

- Enter substance key


- Enter substance category and listed substance
- Enter substance authorization group
- Generate substance hit list
- Specify substance identifiers
- Allocate subs identifiers to subs lists
- Maintain dangerous goods regulation data
- Specify substance char value usage

02/17/2001 10:21:19 AM Page 49 of 160


HR PROCESSES

- Accept dangerous goods basic data from data provider

Activities: Phrase Set PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods with Substance
Database\Product Safety\Phrase Set PROCESSING

- Enter phrase set


- Enter phrase set label
- Record change document
- Enter label in languages
- Allocate sorted phrases to phrase set

PROCESS 4.5: Master Data PROCESSING Dangerous Goods


Without Substance Database
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance
Database

EH&S
master
data
is to
be created

Material
Master

Dangerous
goods
master
is to
be processed

Dangerous
Goods

Processing
is completed

02/17/2001 10:21:19 AM Page 50 of 160


HR PROCESSES

PROCESS 4.5.1: Material Master


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance
Database\Material Master

EH&S
master
data
is to
be created

Material
Master
Processing
EH&S

Dangerous
goods
master
is to
be processed

Activities: Material Master PROCESSING EH&S

02/17/2001 10:21:19 AM Page 51 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 52 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 53 of 160


HR PROCESSES
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance
Database\Material Master\Material Master PROCESSING EH&S

Define
material
type

Specify
material
number

Specify
industry
sector

Choose
views

Maintain
units
of measure
/ dimensions

Maintain
material
description

Define
laboratory/
office

Enter
environment
data
Process
cross-plant
material
status
and validity
Define
whether
material
is configurable
Define
distribution
of material
master/
ALE
Check
design
documents

Enter
EAN/UPC
code

Define
quota
allocation
procedure

Classify
material

Process
material
status
and validity
across distribution chains
Maintain
statistics
group

Maintain
volume
rebate
group
Maintain
item
category
group

Maintain
sales
status

Maintain
shipping
data

Define
general
plant
parameters

Maintain
product
attributes
Check
foreign
trade
data
for export
Process
material
status
and validity
specific to distribution chain

Determine
tax data

Maintain
price
determination
data

Maintain
commission
group

Maintain
account
assignment
group

Maintain
quantity
agreements

Maintain
availability
check

Maintain
sales
texts

Maintain
material
groups
Maintain
general
foreign
trade
data
Specify
export
licenses

Maintain
preference
data

Create
material

02/17/2001 10:21:19 AM Page 54 of 160


HR PROCESSES

PROCESS 4.5.2: Dangerous Goods


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance
Database\Dangerous Goods

Dangerous
goods
master
is to
be processed

Dangerous
Goods
Master
Processing

Dangerous
goods
master
is to
be distributed

Dangerous
Goods
Master
Distribution

Processing
is completed

Activities: Dangerous Goods Master PROCESSING


Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance
Database\Dangerous Goods\Dangerous Goods Master PROCESSING

- Enter material
- Enter dangerous goods regulation
- Generate dangerous goods hit lists
- Enter dangerous goods classification data
- Enter substance characteristics
- Enter packing data
- Enter labelling data
- Enter exception data
- Enter printed text on paper
- Maintain packing requirements
- Enter pakaging code
- Enter approved quantities for packaging code

Activities: Dangerous Goods Master Distribution

02/17/2001 10:21:19 AM Page 55 of 160


HR PROCESSES
Path: \Environment, Health and Safety\Master Data PROCESSING Dangerous Goods Without Substance
Database\Dangerous Goods\Dangerous Goods Master Distribution

- Enter material
- Enter dangerous goods regulation
- Enter selection date
- Enter logical target system
- Execute dangerous goods master distribution

02/17/2001 10:21:19 AM Page 56 of 160


HR PROCESSES

PROCESS 5: HR Funds and Position management


Path: \HR Funds and Position Management

HR Funds
and Position
Management

Integration
with
Funds
Management

02/17/2001 10:21:19 AM Page 57 of 160


HR PROCESSES

PROCESS 6: Organizational management


Path: \Organizational Management

PROCESS 6.1: Organizational plan


Path: \Organizational Management\Organizational plan

Analysis
Enterprise Resource
of enterprise
goals specifications
task
are determined are available
is desired

Task
analysis

Performance
Task
of Organizational
catalog
Planning
is available
is Desired

Task
synthesis

Implementation Organizational Check


of Organizational plan desired
Structure is released for organizational
is Desired for implementation structure

Implementation
Organizational
of organizational
monitoring
plan

Requirement
Task
for organizational Requirement Requirement
catalog
plan for job for position
must
unit is available is available
be adapted
is available

02/17/2001 10:21:19 AM Page 58 of 160


HR PROCESSES

PROCESS 6.1.1: Task analysis


Path: \Organizational Management\Organizational plan\Task analysis

Activities
- Derivation of global tasks (from enterprise goals)
- Subdivisions of tasks (different alternatives)
- Check whether futher subdivision is necessary
- Evaluation of draft task catalog
- Make decision on draft task catalog

PROCESS 6.1.2: Organizational monitoring


Path: \Organizational Management\Organizational plan\Organizational monitoring

Activities
- Obtain info on task catalog
- Obtain info on organizational plans
- Obtain info on jobs
- Obtain info on positions
- Obtain info on basic conditions for organizational planning
- Obtain info on progress of implementation
- Make decision on organizational plan

PROCESS 6.1.3: Implementation of organizational plan


Path: \Organizational Management\Organizational plan\Implementation of organizational plan

PROCESS 6.1.4: Task synthesis


Path: \Organizational Management\Organizational plan\Task synthesis

02/17/2001 10:21:19 AM Page 59 of 160


HR PROCESSES

Performance
Task
of Organizational
catalog
Planning
is available
is Desired

Determine
specifications
for organizational
planning
[standard]

Requirement
for organizational Requirement Requirement
plan for job for position
unit is available is available
is available

Planning
of organizational
plan
[standard]

Organizational
plan
is released
for implementation

Activities: Determine specifications for organizational


planning [standard]
Path: \Organizational Management\Organizational plan\Task synthesis\Determine specifications for
organizational planning [standard]

- Determine tasks relevant to organizational planning


- Determine date for completion of organizational plan
- Determine other basic conditions for organizational planning

Activities: Planning of organizational plan [standard]


Path: \Organizational Management\Organizational plan\Task synthesis\Planning of organizational plan
[standard]

- Define organizational plan unit


- Define job
- Define position
- Monitoring of organizational structure
- Evaluation of draft organizational plan
- Make decision on draft organizational plan

02/17/2001 10:21:19 AM Page 60 of 160


HR PROCESSES

PROCESS 7: Personnel Administration


Path: \Personnel Administration

PROCESS 7.1: Personnel Actions


Path: \Personnel Administration\Personnel Actions

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HR PROCESSES

02/17/2001 10:21:19 AM Page 62 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 63 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 64 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 65 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 66 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 67 of 160


HR PROCESSES
Applicant Time
must for restart
be hired reached

Employee
hiring

Employee
is active
Reason
for employee
leaving
has arisen

Notification
Salary
given
adjustment
of approval
for employee
of employee
is approved
transfer

Employee
Salary Employee leaving
adjustment transfer

Employee
staffs
position

Employee
is in
Position Employee Employee
an inactive
is Vacant has left is retired
work
relationship
Benefits
Payroll Employee
offer
accounting information
must
specifications on change
be adapted
changed desired
for employee

Employee
information
on salary
adjustment

Notification
of change
in salary
transmitted
to employee

02/17/2001 10:21:19 AM Page 68 of 160


HR PROCESSES

PROCESS 7.1.1: Employee hiring


Path: \Personnel Administration\Personnel Actions\Employee hiring

- Transfer personal data on employee


- Transfer organizational assignment
- Enter personnel time recording specifications
- Enter payroll accounting specifications
- Enter personnel internal control data
- Enter additional information on employee

PROCESS 7.1.2: Employee information on salary adjustment


Path: \Personnel Administration\Personnel Actions\Employee information on salary adjustment

- Choose transmission route


- Create notification of change in salary
- Transmit notification of changen in salary to employee

PROCESS 7.1.3: Employee leaving


Path: \Personnel Administration\Personnel Actions\Employee leaving

Reason
for employee Employee
leaving is active
has arisen

Employee
leaving

Employee
Payroll
is in
accounting Position Employee Employee
an inactive
specifications is Vacant has left is retired
work
changed
relationship

- Change employee status

02/17/2001 10:21:19 AM Page 69 of 160


HR PROCESSES

- Delimit payroll specifications


- Delimit organizational assignment
- Delimit personell internal control data

PROCESS 7.1.4: Employee transfer


Path: \Personnel Administration\Personnel Actions\Employee transfer

- Update organizational assignment


- Update personnel time recording specifcations
- Update payroll specifications
- Update personnel internal control data
- Enter additional information on employee

PROCESS 7.1.5: Salary adjustment


Path: \Personnel Administration\Personnel Actions\Salary adjustment

- Update payroll specifications

02/17/2001 10:21:19 AM Page 70 of 160


HR PROCESSES

PROCESS 8: Personnel development


Path: \Personnel development\Personnel development

PROCESS 8.1: Personal development


Succession Employee Employee Career
Check Succession
planning career career planning
desired planning
must plan plan must
for succession must
be performed must check be performed
plan be checked
for position be checked is desired for employee

Succession Career
planning planning

Succession Employee Career


Succession Employee
Succession plan Need career plan
planning career
plan for position to recruit plan for employee
must plan
is complete is in has arisen must is in
be checked is complete
process be checked process

Personnel
Check
Staff development
desired
qualifications plan
for development
are required must
plan
be determined

Individual
personnel
development
planning

Development
Development
plan
plan
is in
is complete
process

PROCESS 8.1.1: Succession planning


Path: \Personnel development\Personnel development\Succession planning

02/17/2001 10:21:19 AM Page 71 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 72 of 160


HR PROCESSES

Succession
planning
must
be performed
for position

Screening
of succession
candidates
[standard]

Potential
candidates
are available

Selection
of succession
candidates
[standard]

Employee
Need Staff career
to recruit qualifications plan
has arisen are required must
be checked

Succession
Check Succession
plan
desired planning
for position
for succession must
is in
plan be checked
process

Succession
plan
monitoring
[standard]

Succession
Succession
plan
plan
must
is complete
be modified

02/17/2001 10:21:19 AM Page 73 of 160


HR PROCESSES

Activities: Screening of succession candidates


[standard]
Path: \Personnel development\Personnel development\Succession planning\Screening of succession
candidates [standard]

- Obtain info on requirements


- Obtain info on basic conditions
- Determine potential candidates

Activities: Succession plan monitoring [standard]


Path: \Personnel development\Personnel development\Succession planning\Succession plan monitoring
[standard]

- Obtain info on succesion candidates


- Obtain info on position
- Obtain info on organizational basic conditions
- Make decision on succession plan

Activities: Selection of succession candidates


[standard]
Path: \Personnel development\Personnel development\Succession planning\Selection of succession
candidates [standard]

- Obtain info on candidates


- Determine candidate selection method
- Determin room and date
- Invite parties concerned
- Perform selection procedure
- Evaluate results of selection procedure
- Make a decision on candidates
- Inform employee of succession planning

PROCESS 8.1.2: Individual personnel development planning


Path: \Personnel development\Personnel development\Individual personnel development planning

02/17/2001 10:21:19 AM Page 74 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 75 of 160


HR PROCESSES
Personnel
Staff development
qualifications plan
are required must
be determined

Individual
personnel
development
planning
[standard]

Development Check
plan desired
is in for development
process plan

Monitoring
of personnel
development
plan
[standard]

Development
Development
plan
plan
must
is complete
be modified

Activities: Individual personnel development planning


[standard]
Path: \Personnel development\Personnel development\Individual personnel development
planning\Individual personnel development planning [standard]

- Obtain info on employee


- Obtain info on personnel development goals
- Obtain info on possible personnel development actions
- Obtain info on basic conditions
- Determine personnel development actions for employee

Activities: Monitoring of personnel development plan


[standard]
Path: \Personnel development\Personnel development\Individual personnel development
planning\Monitoring of personnel development plan [standard]

- Obtain info on employee

02/17/2001 10:21:19 AM Page 76 of 160


HR PROCESSES

- Obtain info on personnel development plan


- Obtain info on basic conditions
- Obtain info on personnel development actions already implemented
- Make decision on personnel development plan

PROCESS 8.1.3: Career planning


Path: \Personnel development\Personnel development\Career planning

Career
planning
must
be performed
for employee

Career
planning
[standard]

Succession
Staff
planning
qualifications
must
are required
be checked

Employee Employee Employee


career career career
plan plan plan
is in check must
process is desired be checked

Career
plan
monitoring
[standard]

Employee
Employee
career
career
plan
plan
must
is complete
be modified

Activities: Career planning [standard]


Path: \Personnel development\Personnel development\Career planning\Career planning [standard]

- Obtain info on employee

02/17/2001 10:21:19 AM Page 77 of 160


HR PROCESSES

- Obtain info on career models


- Obtain info on basic conditions
- Obtain info on target posts (jobs, positions)
- Determine possible target posts (jobs, positions)
- Assessment of possible target posts
- Determine career plan for employee

Activities: Career plan monitoring [standard]


Path: \Personnel development\Personnel development\Career planning\Career plan monitoring [standard]

- Obtain info on employee


- Obtain info on employee career plan
- Obtain info on basic conditions
- Make decision on employee career plan

02/17/2001 10:21:19 AM Page 78 of 160


HR PROCESSES

Process 9: Time

PROCESS 9.1: Personnel Time Management


Path: \Personnel Time Management\Personnel Time Management
Need Need Need Requirement
Need
for personnel to create for operative for operative
for long-term
time calendar personnel planned
work
recording and work time working
scheduling
infrastructure schedule scheduling time determination

Infrastructure
setup Personnel
for personnel time
time planning
recording

Personnel EE - Planned
Person-based
time planned personnel
work
recording working time
schedules
infrastructure time specifications
are available
is available determination - operative is available are available

Entry Transfer
of personnel of planned
time personnel
specifications time
is desired specifications as actual is desired

Personnel
time
recording

Actual
Employee
personnel
- personnel
time
day times
specifications
are available
are available

Update Absence Need Need Performance


Need Need
of personnel entitlement for personnel for personnel of personnel
for remuneration for absence
time determination time time time
specifications entitlement
accounts for employee transfer evaluation evaluation
is available compensation
is desired is desired specification is available is desired

Entry
of employee
Day evaluation
remuneration
specifications

Personnel Processing
time of pers.
evaluation time
message evaluation
is available messages is desired
Transfer Personnel
Activity
of activity time
allocation
allocation account
specifications
specifications posting
are available
is desired is available
Processing
of personnel
time
evaluation
messages
Provision
Personnel
of additional
time
personnel
accounts
time
administration
specifications
Need Need Need Need No need
for correction for correction for personnel for correction to act
of personnel of personnel time of employee because
time time transfer master of pers.
specifications quota statement specification data time evaluation message
Personnel
External Activity Time Operative Personnel Time
cost
service allocation remuneration remuneration time statement
assignment
specifications specifications specification specification accounts creation
specification
are available transmitted is available is available are updated is desired
is available

Time
statement
creation

Time
statement
transmitted
to employee

02/17/2001 10:21:19 AM Page 79 of 160


HR PROCESSES

PROCESS 9.1.1: Personnel time planning


Path: \Personnel Time Management\Personnel Time Management\Personnel time planning

Need
to create
calendar
and work
schedule

Work
schedule
creation

Need
Work
for long-term
schedule
work
is available
scheduling

Long-term
working
time
planning

Requirement
Person-based
for operative
work
planned
schedules
working
are available
time determination

Operative
planned
working
time
specification
EE - Need
planned for operative
working personnel
time time
determination - operative is available scheduling

Operative
personnel
time
planning

Planned
personnel
time
specifications
are available

02/17/2001 10:21:19 AM Page 80 of 160


HR PROCESSES

Activities: Work schedule creation


Path: \Personnel Time Management\Personnel Time Management\Personnel time planning\Work schedule
creation

- Obtain info on statutory specifications


- Obtain info on contractual specifications
- Obtain info on enterprise specifications
- Obtain info on environment
- Create work schedule elements
- Create calendar
- Create calendar-based work schedule

Activities: Operative personnel time planning


Path: \Personnel Time Management\Personnel Time Management\Personnel time planning\Operative
personnel time planning

- Entry of shift plan specifications


- Entry of EE - attendance specifications - plan
- Entry of EE - absence specifications - plan
- Entry of EE - availability specifications - plan

Activities: Operative planned working time specification


Path: \Personnel Time Management\Personnel Time Management\Personnel time planning\Operative
planned working time specification

- operative planned working time determination

Activities: Long-term working time planning


Path: \Personnel Time Management\Personnel Time Management\Personnel time planning\Long-term
working time planning

- Assign employee to work schedule


- Determine planned working time for employee
- Create personal work schedule for employee

Activities: Personnel time check


Path: \Personnel Time Management\Personnel Time Management\Personnel time check

- Personnel time check

Activities: Personnel time check

02/17/2001 10:21:19 AM Page 81 of 160


HR PROCESSES
Path: \Personnel Time Management\Personnel Time Management\Personnel time check\Personnel time
check

- Personnel time check

PROCESS 9.1.2: Provision of additional personnel time specifications


Path: \Personnel Time Management\Personnel Time Management\Provision of additional personnel time
specifications

Transfer
Activity
of activity
allocation
allocation
specifications
specifications
are available
is desired

Deriving
Transfer
of personnel
of activity
cost
allocation
assignment
specifications
specifications
Personnel
Activity
cost
allocation
assignment
specifications
specification
transmitted
is available

Activities: Transfer of activity allocation specifications


Path: \Personnel Time Management\Personnel Time Management\Provision of additional personnel time
specifications\Transfer of activity allocation specifications

- Transfer of activity allocation specification

Activities: Deriving of personnel cost assignment


specifications
Path: \Personnel Time Management\Personnel Time Management\Provision of additional personnel time
specifications\Deriving of personnel cost assignment specifications

- Derivation of personnel cost assignment specifications

02/17/2001 10:21:19 AM Page 82 of 160


HR PROCESSES

PROCESS 9.1.3: Time statement creation


Path: \Personnel Time Management\Personnel Time Management\Time statement creation

Time Personnel
statement time
creation accounts
is desired are updated

Time
statement
creation

Time
statement
transmitted
to employee

Activities: Time statement creation


Path: \Personnel Time Management\Personnel Time Management\Time statement creation\Time
statement creation

- Create time statement


- Choose transmission route
- Transmit time statement to employee

PROCESS 9.1.4: PROCESSING of personnel time evaluation messages


Path: \Personnel Time Management\Personnel Time Management\PROCESSING of personnel time
evaluation messages

02/17/2001 10:21:19 AM Page 83 of 160


HR PROCESSES

Processing Personnel
of pers. time
time evaluation
evaluation message
messages is desired is available

Processing
of personnel
time
evaluation
messages

Need Need Need Need No need


for correction for correction for personnel for correction to act
of personnel of personnel time of employee because
time time transfer master of pers.
specifications quota statement specification data time evaluation message

Activities: PROCESSING of personnel time evaluation


messages
Path: \Personnel Time Management\Personnel Time Management\PROCESSING of personnel time
evaluation messages\PROCESSING of personnel time evaluation messages

- Analysis of EE - personnel time evaluation messages


- Obtaining of information on context of evaluation message
- Determination of need to act because of evaluation message

PROCESS 9.1.5: Day evaluation


Path: \Personnel Time Management\Personnel Time Management\Day evaluation

02/17/2001 10:21:19 AM Page 84 of 160


HR PROCESSES
EE - Planned Need Actual Performance
Person-based
planned personnel for personnel personnel of personnel
work
working time time time time
schedules
time specifications evaluation specifications evaluation
are available
determination - operative is available are available is available are available is desired

Provision
of required
personnel
time
data
Required
personnel
time
data
for day is available

Clock-time
Hour-based
based
day evaluation
day evaluation

Personnel Personnel Personnel


External Time
cost time time
service remuneration
assignment account evaluation
specifications specification
specification posting message
are available is available
is available is available is available

Activities: Provision of required personnel time data


Path: \Personnel Time Management\Personnel Time Management\Day evaluation\Provision of required
personnel time data

- Retrieval of required personnel time data

Activities: Clock-time based day evaluation


Path: \Personnel Time Management\Personnel Time Management\Day evaluation\Clock-time based day
evaluation

- Retrieve daily work schedule for current day


- Retrieve time pairs
- Retrieve attendances
- Retrieve absences
- PROCESSING of absence reasons
- Dynamic work schedule assignment
- Addition of missing time postings

02/17/2001 10:21:19 AM Page 85 of 160


HR PROCESSES

- Determine position of dynamic breaks


- Application of smoothing rules to actual personnel time specifications
- More detail for time pairs based on times in daily WS
- Provisional planned time determination
- Break determination
- Determination of planned times
- Determination of break times
- Determination of overtime hours
- Determination of guaranteed times
- Determination of time remuneration specifications
- Overtime compensation
- Creation of time account postings

PROCESS 9.1.6: Personnel time accounts administration


Path: \Personnel Time Management\Personnel Time Management\Personnel time accounts administration
Absence Need
Need
entitlement for personnel
for absence
determination time
entitlement
for employee transfer
compensation
is desired specification

Absence Absence Personnel


entitlement entitlement time
compensation accrual transfer

Actual
Employee
personnel
- personnel
time
day times
specifications
are available
are available

Time
quota
deduction
using
personnel time specifications

Personnel
Operative
time
remuneration
account
specification
posting
is available
is available

Update
of personnel
time
accounts
is desired

Updating
of personnel
time
accounts

Personnel
time
accounts
are updated

02/17/2001 10:21:19 AM Page 86 of 160


HR PROCESSES

Activities: Absence entitlement accrual


Path: \Personnel Time Management\Personnel Time Management\Personnel time accounts
administration\Absence entitlement accrual

- Check whether and which EE - absence quotas must be calculated


- Determination of absence quota accrual rule
- Determination of calculation bases
- Determine base period and base entitlement
- Determination of the absence entitlement size
- Determination of deduction period
- Granting of absence entitlement

Activities: Updating of personnel time accounts


Path: \Personnel Time Management\Personnel Time Management\Personnel time accounts
administration\Updating of personnel time accounts

- update of personnel time accounts

Activities: Personnel time transfer


Path: \Personnel Time Management\Personnel Time Management\Personnel time accounts
administration\Personnel time transfer

- Determination of personnel time transfer specifications


- Performance of personnel time transfer

Activities: Absence entitlement compensation


Path: \Personnel Time Management\Personnel Time Management\Personnel time accounts
administration\Absence entitlement compensation

- Determine method for determining the potentially affected quota


statements
- Determine method for determining remuneration
- Determination of the potentially affected quota statements
- Divisions of time duration and EE remuneration specs over quota statuses

Activities: Time quota deduction using personnel time


specifications
Path: \Personnel Time Management\Personnel Time Management\Personnel time accounts
administration\Time quota deduction using personnel time specifications

- Check of whether deduction of PT quotas required


- Determine pers. time quota statements that are potentially to be deducted
- Determine deduction sequence for pers. time quota statements
- Perform deduction of pers. time quota statements

02/17/2001 10:21:19 AM Page 87 of 160


HR PROCESSES

PROCESS 9.1.7: Entry of employee remuneration specifications


Path: \Personnel Time Management\Personnel Time Management\Entry of employee remuneration
specifications

Need
for remuneration
specifications
is available

Entry
of employee
remuneration
specifications

Personnel
Activity Operative
cost
allocation remuneration
assignment
specifications specification
specification
are available is available
is available

Subgroup: Entry of employee remuneration


specifications
Path: \Personnel Time Management\Personnel Time Management\Entry of employee remuneration
specifications\Entry of employee remuneration specifications

- Enter remuneration specifications


- Enter activity allocation specifications
- Enter personnel cost assignment specifications

PROCESS 9.1.8: Personnel time recording


Path: \Personnel Time Management\Personnel Time Management\Personnel time recording

02/17/2001 10:21:19 AM Page 88 of 160


HR PROCESSES

02/17/2001 10:21:19 AM Page 89 of 160


HR PROCESSES

Personnel EE - Planned
Person-based
time planned personnel
work
recording working time
schedules
infrastructure time specifications
are available
is available determination - operative is available
are available

Entry Transfer
of personnel of planned
time personnel
specifications time
is desired specifications as actual is desired

Transfer
Entry
of planned
of Personnel
personnel
Time
time
Specifications-Actual
specifications as actual

Requirement Need Planned Actual


Activity
for operative to count personnel personnel
allocation
planned personnel time time
specifications
working time specifications specifications
are available
time determination specifications is available
are available are available

Counting
of personnel
time
specifications

Employee
- personnel
day times
are available

Activities: Entry of Personnel Time Specifications-Actual


Path: \Personnel Time Management\Personnel Time Management\Personnel time recording\Entry of
Personnel Time Specifications-Actual

- Enter employee - attendance specifications - actual


- Enter employee - absence specifications - actual
- Enter employee - personnel time event

02/17/2001 10:21:19 AM Page 90 of 160


HR PROCESSES

- Pair formation
- PROCESSING of pair formation errors

Activities: Counting of personnel time specifications


Path: \Personnel Time Management\Personnel Time Management\Personnel time recording\Counting of
personnel time specifications

- Determine relevant EE - work schedule usage dependent


- Determine attendance/ absence counting rule
- Determine deduction days / hours
- Determine calendar days / hours
- Determine payroll days / hours

Activities: Transfer of planned personnel time


specifications as actual
Path: \Personnel Time Management\Personnel Time Management\Personnel time recording\Transfer of
planned personnel time specifications as actual

- Transfer of personnel time specifications - plan as actual

PROCESS 9.1.9: Infrastructure setup for personnel time recording


Path: \Personnel Time Management\Personnel Time Management\Infrastructure setup for personnel time
recording

Need
for personnel
time
recording
infrastructure
Infrastructure
setup
for personnel
time
recording
Personnel
time
recording
infrastructure
is available

Activities: Infrastructure setup for personnel time


recording
Path: \Personnel Time Management\Personnel Time Management\Infrastructure setup for personnel time
recording\Infrastructure setup for personnel time recording

- Infrastructure setup for personnel time recording

02/17/2001 10:21:19 AM Page 91 of 160


HR PROCESSES

PROCESS 9.2: Personnel Shift Planning - Operative


Path: \Personnel Time Management\Personnel Shift Planning - Operative

Requirement Shift
for operative planning
shift for shift
planning planning
exists group is desired

Personnel
shift
planning
- operative

Long Uncovered Personnel Need Operative Operative Human Human


term operative assignment for operative personnel Staff personnel resource resource
personnel personnel for org. personnel requirement qualifications requirement without cannot
requirement requirement plan time must are required for org. shift be implemented
exists is accepted exists scheduling be reformulated plan exists accepted long term

PROCESS 9.2.1: Personnel shift planning - operative


Path: \Personnel Time Management\Personnel Shift Planning - Operative\Personnel shift planning -
operative

02/17/2001 10:21:19 AM Page 92 of 160


HR PROCESSES

Create
operative
shift
plan
Determine
handling
options
for coverage
of operative personnel requirement
Determine
handling
options
for usage
of human resources
Operative
adjustment
of personnel
assignment
for organizational plan unit
Operative
adjustment
of personnel
reqmnt
assignment for org. plan unit

Activities: Create operative shift plan


Path: \Personnel Time Management\Personnel Shift Planning - Operative\Personnel shift planning -
operative\Create operative shift plan

- Obtain info on relevant human resources


- Obtain info on relevant operative personnel requirement
- Create alternative shift plans
- Valuate alternativeshift plans
- Make decisions on alternative shift plans

Activities: Operative adjustment of personnel reqmnt


assignment for org. plan unit
Path: \Personnel Time Management\Personnel Shift Planning - Operative\Personnel shift planning -
operative\Operative adjustment of personnel reqmnt assignment for org. plan unit

Activities: Operative adjustment of personnel


assignment for organizational plan unit
Path: \Personnel Time Management\Personnel Shift Planning - Operative\Personnel shift planning -
operative\Operative adjustment of personnel assignment for organizational plan unit

- Create demand for temporary assignment


- Create temporary assignment availability

02/17/2001 10:21:19 AM Page 93 of 160


HR PROCESSES

- Obtain human resources from reserve pool


- Perform temporary assignment
- Release human resources to reserve pool

Activities: Determine handling options for usage of


human resources
Path: \Personnel Time Management\Personnel Shift Planning - Operative\Personnel shift planning -
operative\Determine handling options for usage of human resources

- Obtain info on usage options


- Make decision on usage of human resources

Activities: Determine handling options for coverage of


operative personnel requirement
Path: \Personnel Time Management\Personnel Shift Planning - Operative\Personnel shift planning -
operative\Determine handling options for coverage of operative personnel requirement

- Obtain info on coverage options


- Make decision on coverage of operative personnel requirement

PROCESS 9.3: Interfaces


Path: \Personnel Time Management\Interfaces

02/17/2001 10:21:19 AM Page 94 of 160


HR PROCESSES

Payroll

Time
sheet

Activity
Allocation

Personnel
Costs
Assignment

Confirmations
from
Logistics

External
Services
Management

02/17/2001 10:21:19 AM Page 95 of 160


HR PROCESSES

PROCESS 10: Training and Event Management


Path: \Training and Event Management

Basics

Business
Event
Planning
and Performance
Business
Event
Attendance
Administration

Room
Reservation
Management

Interfaces

PROCESS 10.1: Basics


Path: \Training and Event Management\Basics

PROCESS 10.2: Interfaces


Path: \Training and Event Management\Interfaces

02/17/2001 10:21:19 AM Page 96 of 160


HR PROCESSES

Time
Management

Materials
Management

Budget
Management

Settlement
and Allocation

Appointment
Calendar

Mail
Connection

SAP Knowledge
Provider

PROCESS 10.2.1: Settlement and Allocation


Path: \Training and Event Management\Interfaces\Settlement and Allocation

Billing

Activity
Allocation

Cost
Reposting

02/17/2001 10:21:19 AM Page 97 of 160


HR PROCESSES

PROCESS 10.3: Business Event Attendance


Administration
Path: \Training and Event Management\Business Event Attendance Administration
Organizer
receives
business
event
attendee inquiry
Entry
of a
Business
Event
Attendee Inquiry

Business
event
attendee
inquiry
is entered

Requirement
exists
for business
event
attendance offer
Creation
of a
Business
Event
Attendance Offer

Business Place Business


Business
event for business event
event
attendance event attendance
attendee
offer attendee offer
is prebooked
is created is reserved cannot be created

Development Development
Registration
Action plan
order
Must is in
exists
be Performed process

Registration
Order
Processing

Need Registration
Business
for operative order
event
personnel of business
attendance
time event
exists
scheduling attendee is rejected

Business Business
Organizer Organizer
event event
receives receives
attendance attendance
replacement rebooking
cancellation must
order order
order exists be cancelled

Cancellation
Replacement Rebooking
of Business
Order Order
Event
Processing Processing
Attendance

Replacement Replacement Rebooking Rebooking


order order order order
of business of business or business of business
event event event event
attendee is performed attendee is rejected attendee is performed attendee is rejected

Business Need
Business Place
event Registration for operative
event in business
attendance order personnel
attendance event
cancellation is cancelled time
is cancelled is available
order is performed scheduling

Notification Business Business Registration Business Replacement Replacement Rebooking Rebooking Business Business
Business Business Business
of business event event order event order order order order event Registration event
event event event
event attendee attendance of business attendance of business of business or business of business attendance order resource
attendance attendance resource
management inquiry offer event offer event event event event cancellation is cancelled reservation
exists is cancelled is reserved
is desired is entered is created attendee is rejected cannot be created attendee is performed attendee is rejected attendee is performed attendee is rejected order is performed is cancelled

Notification
of Business
Event
Management

Notification
of business
event
management
is transmitted

02/17/2001 10:21:19 AM Page 98 of 160


HR PROCESSES

Subgroup: Entry of a Business Event Attendee Inquiry


Path: \Training and Event Management\Business Event Attendance Administration\Entry of a Business
Event Attendee Inquiry

Organizer
receives
business
event
attendee inquiry
Entry
of a
Business
Event
Attendee Inquiry

Business Requirement
event exists
attendee for business
inquiry event
is entered attendance offer

Subgroup: Entry of a Business Event Attendee Inquiry


Path: \Training and Event Management\Business Event Attendance Administration\Entry of a Business
Event Attendee Inquiry\Entry of a Business Event Attendee Inquiry

Enter/
determine
business
event
attendee
Enter
business
event
attendee
inquiry

Subgroup: Notification of Business Event Management

02/17/2001 10:21:19 AM Page 99 of 160


HR PROCESSES
Path: \Training and Event Management\Business Event Attendance Administration\Notification of Business
Event Management

Notification Business Business Registration Business Replacement Replacement Rebooking Rebooking Business Business
Business Business Business
of business event event order event order order order order event Registration event
event event event
event attendee attendance of business attendance of business of business or business of business attendance order resource
attendance attendance resource
management inquiry offer event offer event event event event cancellation is cancelled reservation
exists is cancelled is reserved
is desired is entered is created attendee is rejected cannot be created attendee is performed attendee is rejected attendee is performed attendee is rejected order is performed is cancelled

Notification
of Business
Event
Management

Notification
of business
event
management
is transmitted

Subgroup: Notification of Business Event Management


Path: \Training and Event Management\Business Event Attendance Administration\Notification of Business
Event Management\Notification of Business Event Management

Determine
recipient
of business
event
management notification
Determine
transmission
route
for business
event management
Create notification
business
event
management
notification
Transmit
business
event
management
notification

Subgroup: Cancellation of Business Event Attendance


Path: \Training and Event Management\Business Event Attendance Administration\Cancellation of
Business Event Attendance

02/17/2001 10:21:19 AM Page 100 of 160


HR PROCESSES
Business Business
Business
event event
event
attendance attendance
attendance
cancellation must
exists
order exists be cancelled

Processing Cancellation
of Business by Organizer
Event of Business
Attendance Event
Cancellation Order Attendance

Business Need
Place Business
event for operative Registration
in business event
attendance personnel order
event attendance
cancellation time is cancelled
is available is cancelled
order is performed scheduling

Subgroup: PROCESSING of Business Event Attendance


Cancellation Order
Path: \Training and Event Management\Business Event Attendance Administration\Cancellation of
Business Event Attendance\PROCESSING of Business Event Attendance Cancellation Order

02/17/2001 10:21:19 AM Page 101 of 160


HR PROCESSES

Enter
cancellation
order
of business
event attendee
Cancel
business
event
attendance
Determine
cancellation
fee for
business
event attendee
Cancel
registration
order
of business
event attendee
Complete
cancellation
order
of business
event attendee

Subgroup: Cancellation by Organizer of Business Event


Attendance
Path: \Training and Event Management\Business Event Attendance Administration\Cancellation of
Business Event Attendance\Cancellation by Organizer of Business Event Attendance

Organizer
cancels
business
event
attendance
Organizer
cancels
registration
order
of business event attendee

Subgroup: Rebooking Order PROCESSING


Path: \Training and Event Management\Business Event Attendance Administration\Rebooking Order
PROCESSING

02/17/2001 10:21:19 AM Page 102 of 160


HR PROCESSES

Organizer Business
receives event
rebooking attendance
order exists

Rebooking
Order
Processing

Rebooking Rebooking
order order
or business of business
event event
attendee is performed attendee is rejected

Subgroup: Rebooking Order PROCESSING


Path: \Training and Event Management\Business Event Attendance Administration\Rebooking Order
PROCESSING\Rebooking Order PROCESSING

02/17/2001 10:21:19 AM Page 103 of 160


HR PROCESSES

Enter
rebooking
order
of business
event attendee
Create
business
event
att.
cancellation order on basis of rebooking order
Determine
rebooking
fee for
business
event attendee
Successfully
complete
rebooking
order
of business event attendee
Reject
rebooking
order
of business
event attendee

Subgroup: Replacement Order PROCESSING


Path: \Training and Event Management\Business Event Attendance Administration\Replacement Order
PROCESSING

02/17/2001 10:21:19 AM Page 104 of 160


HR PROCESSES

Organizer Business
receives event
replacement attendance
order exists

Replacement
Order
Processing

Replacement Replacement
order order
of business of business
event event
attendee is performed attendee is rejected

Subgroup: Replacement Order PROCESSING


Path: \Training and Event Management\Business Event Attendance Administration\Replacement Order
PROCESSING\Replacement Order PROCESSING

02/17/2001 10:21:19 AM Page 105 of 160


HR PROCESSES

Enter
replacement
order
of business
eventCreate
attendee
business
event
att.
cancellation order on basis of replacement order
Determine
replacement
fee for
business
event attendee
Successfully
complete
replacement
order
of business event attendee
Reject
replacement
order
of business
event attendee

Subgroup: Registration Order PROCESSING


Path: \Training and Event Management\Business Event Attendance Administration\Registration Order
PROCESSING

02/17/2001 10:21:19 AM Page 106 of 160


HR PROCESSES

Development Development
Registration
Action plan
order
Must is in
exists
be Performed process

Available
place
for business
event
attendee must be obtained

Displacement
Registration of a
Order Business
Processing Event
Attendee

Need Registration Business Place Displacement


Business
for operative order event for business of business
event
personnel of business attendance event event
attendance
time event must attendee attendee
exists
scheduling attendee is rejected be cancelled is reserved is not possible

Subgroup: Registration Order PROCESSING


Path: \Training and Event Management\Business Event Attendance Administration\Registration Order
PROCESSING\Registration Order PROCESSING

02/17/2001 10:21:19 AM Page 107 of 160


HR PROCESSES

Enter/
determine
business
event
attendee
Enter
registration
order
of business
eventCheck
attendee
prerequisites
of business
event
attendee
Determine
places
available
in business
events
Determine
business
event
attendance
fee
Enter
specifications
for settlement
and allocation
of business event fees
Accept
registration
order
of business
event attendee
Register
business
event
attendee
Reject
registration
order
of business
event attendee

Subgroup: Displacement of a Business Event Attendee


Path: \Training and Event Management\Business Event Attendance Administration\Registration Order
PROCESSING\Displacement of a Business Event Attendee

Obtain
business
event
attendee
list
Displace
business
event
attendee

Subgroup: Creation of a Business Event Attendance


Offer
Path: \Training and Event Management\Business Event Attendance Administration\Creation of a Business
Event Attendance Offer

02/17/2001 10:21:19 AM Page 108 of 160


HR PROCESSES

Requirement
exists
for business
event
attendance offer
Creation
of a
Business
Event
Attendance Offer

Business Place Business


Business
event for business event
event
attendance event attendance
attendee
offer attendee offer
is prebooked
is created is reserved cannot be created

Subgroup: Creation of a Business Event Attendance


Offer
Path: \Training and Event Management\Business Event Attendance Administration\Creation of a Business
Event Attendance Offer\Creation of a Business Event Attendance Offer

Obtain
information
on business
event
planning
Obtain
information
on business
activity
of organizer
Create
business
event
attendance
offer

Subgroup: Business Event Planning and Performance

02/17/2001 10:21:19 AM Page 109 of 160


HR PROCESSES
Path: \Training and Event Management\Business Event Planning and Performance

Creation Requirement
Enterpri se
of business for creation
objectives
event of busines s
of organizer
catalog event
are determined
is des ired catalog exists

Business Requir ement Order Business


for business for business
event event
planning event event monitoring
planning monitoring
is desired is desired
exists exists

Business
Event
Monitoring

Determination Business
of business event
event requirement
requirement must
is desired be determined

Determinat ion
Business
of Business
Event
Event Planning
Requirement

Business
event
requirement
exists

Requirement Requirement Bus iness Implementation


Business
for business Business for business event of business
event
event event event resource event
advertising
advertising exists resource reservation resource
is desired
ex ists reservation planning exists planning is desired reservation plan is desired

Bus iness
Business
Event
Event Resource
Advertising
Administration

Advertising Requirement Long Business


Bus iness
action for operative term event
event
of business shift personnel resource
resource
event planning requir ement reservation
is reserved
management is specified exists exists is cancelled
Preparation
of business
event
performance
is desi red

Business
Event
Performance

Bus iness Requirement


Business Business event for business
event event attendanc e event
is complete is cancelled must resource
be canc elled reservation planning exists

Tim e Specific ations S pecifications Specifications Specifications


for business for appraisal for appraisal for settlement for allocation
event of business of business and allocation and reposting
follow-up event event of business of business
processing is reached exist attendees exist event fees exist event costs exist

Business
Event
Follow-Up
Processing

Follow-up Appraisal Apprais als Bus iness Business Business Business


processing Registration of business
of business event event event event
is performed order event event fees fees costs cos ts
for business is complete attendees
exists are settled are allocated are allocated are repost ed
event exist

Subgroup: Determination of Business Event


Requirement
Path: \Training and Event Management\Business Event Planning and Performance\Determination of
Business Event Requirement

02/17/2001 10:21:19 AM Page 110 of 160


HR PROCESSES

Determination Business
of business event
event requirement
requirement must
is desired be determined

Determination
of Business
Event
Requirement

Business
event
requirement
exists

Subgroup: Determination of Business Event


Requirement
Path: \Training and Event Management\Business Event Planning and Performance\Determination of
Business Event Requirement\Determination of Business Event Requirement

Determine
method
of determining
business
event requirement
Obtain
information
on market
for sales
for business
Obtainevents
information
on business
activity
of organizer
Determine
business
event
requirement

Subgroup: Business Event Monitoring


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Monitoring

02/17/2001 10:21:19 AM Page 111 of 160


HR PROCESSES

Order
Business
for business
event
event
monitoring
monitoring
is desired
exists

Business
Event
Monitoring

Requirement Requirement
for creation for business
of business event
event planning
catalog exists exists

Subgroup: Business Event Monitoring


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Monitoring\Business Event Monitoring

02/17/2001 10:21:19 AM Page 112 of 160


HR PROCESSES

Obtain
information
on business
event
requirement
Obtain
information
on business
event
planning
Obtain
information
on business
event
appraisals
Obtain
information
on business
event
resourceObtain
administration
information
on business
activity
of organizer
Analyze
activity
of organizer

Determine
need
to act
for organizer

Subgroup: Business Event Follow-Up PROCESSING


Path: \Training and Event Management\Business Event Planning and Performance\Business Event Follow-
Up PROCESSING

Business Business
event event
is complete is cancelled

Specifications Appraisal Specifications Time Settlement Specifications Allocation Specifications


Appraisal
for appraisal of business for apprais al for business and allocation for settlement and reposting for allocation
of business
of business event of business event of business and allocation of business and reposting
event
event attendees event follow-up event of business event of business
is desired
exist is desired attendees exist processing is reached costs are desired event fees exist costs are desired event costs exist

Settlement Allocation
Appraisal Processing
Appraisal and Allocation and Reposting
of Business of Business
of Business of Business of Business
Event Event
Event Event Event
Attendees Results
Fees Costs

Appraisals Follow-up
Appraisal Business Business Business Business
of business processing Registration
of business event event event event
event is performed order
event fees fees costs costs
attendees for business is complete
exists are settled are allocated are allocated are reposted
exist event

Subgroup: Appraisal of Business Event


Path: \Training and Event Management\Business Event Planning and Performance\Business Event Follow-
Up PROCESSING\Appraisal of Business Event

02/17/2001 10:21:19 AM Page 113 of 160


HR PROCESSES

Choose
appraisal
model
for appraisal
of business event
Determine
appraisal
period

Determine
appraiser
of business
event
Perform
appraisal
of business
event

Subgroup: Allocation and Reposting of Business Event


Costs
Path: \Training and Event Management\Business Event Planning and Performance\Business Event Follow-
Up PROCESSING\Allocation and Reposting of Business Event Costs

Determine
incurred
business
event
costs
Choose
item
in breakdown
of business
event costs for int. act. allocation
Choose
item
in breakdown
of business
event costs for cost reposting

Subgroup: Settlement and Allocation of Business Event


Fees
Path: \Training and Event Management\Business Event Planning and Performance\Business Event Follow-
Up PROCESSING\Settlement and Allocation of Business Event Fees

02/17/2001 10:21:19 AM Page 114 of 160


HR PROCESSES

Determine
incurred
business
event
fees
Determine
billing
documents
created
already for business
Chooseevent attendee
item
in breakdown
of business
event fees for int. act. allocation
Choose
item
in breakdown
of business
event fees for billing

Subgroup: PROCESSING of Business Event Results


Path: \Training and Event Management\Business Event Planning and Performance\Business Event Follow-
Up PROCESSING\PROCESSING of Business Event Results

Obtain
business
event
resource
reservations
Create
statements
for instructors/
vendors
Transmit
statements
for instructors/
vendors
Create
statements
of business
event
attendance
Transmit
statements
of business
event
attendance
Complete
business
event
follow-up
processing

02/17/2001 10:21:19 AM Page 115 of 160


HR PROCESSES

Subgroup: Appraisal of Business Event Attendees


Path: \Training and Event Management\Business Event Planning and Performance\Business Event Follow-
Up PROCESSING\Appraisal of Business Event Attendees

Choose
appraisal
model
for appraisal
of business event attendees
Determine
appraisal
period
Determine
appraiser
of business
event
attendees
Determine
business
event
attendees
for appraisal
Perform
appraisal
of business
event
attendees

Subgroup: Business Event Performance


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Performance

02/17/2001 10:21:19 AM Page 116 of 160


HR PROCESSES
Preparation
of business Business
event event
performance exists
is desired

Preparation
of Business
Event
Performance

Time Preparation Requirement


Business
for performance of business for business
event
of business event event
must
event performance planning
be cancelled
is reached is successfully completed exists

Business Business
Event Event
Performance Cancellation

Business Requirement
Business event for business Business
event attendance event event
is complete must resource is cancelled
be cancelled reservation planning exists

Subgroup: Preparation of Business Event Performance


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Performance\Preparation of Business Event Performance

02/17/2001 10:21:19 AM Page 117 of 160


HR PROCESSES

Obtain
information
on business
event
planning
Obtain
information
on business
activity
of organizer
Make
decision
on performance
of business
event
Obtain
business
event
resource
reservations
Determine
final
business
event
resource reservations
Obtain
business
event
attendee
list
Determine
final
business
event
attendee list
Complete
preparation
of business
event
performance

Subgroup: Business Event Cancellation


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Performance\Business Event Cancellation

Obtain
business
event
resource
reservations
Obtain
business
event
attendee
list
Cancel
business
event

Subgroup: Business Event Performance


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Performance\Business Event Performance

02/17/2001 10:21:19 AM Page 118 of 160


HR PROCESSES

Perform
business
event

Subgroup: Business Event Advertising


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Advertising

Requirement
Business
for business
event
event
advertising
advertising
is desired
exists

Business
Event
Advertising

Advertising
action
of business
event
management is specified

Subgroup: Business Event Advertising


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Advertising\Business Event Advertising

02/17/2001 10:21:19 AM Page 119 of 160


HR PROCESSES

Determine
target
group
for business
event advertising
Determine
business
event
types
and business events to be advertised
Obtain
information
on media
and advertising
instruments
Determine
budget
for business
event
advertising
Specify
advertising
action
of business
event management

Subgroup: Business Event Resource Administration


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Resource Administration

02/17/2001 10:21:19 AM Page 120 of 160


HR PROCESSES
Requirement Business
for business event
event resource
resource reservation
reservation planning exists planning is desired

Business
Event
Resource
Reservation
Planning
Implementation Business
of business event
event resource
resource reservation
reservation plan is desired plan exists

Business
Event
Resource
Reservation

Requirement Long Business


Business
for operative term event
event
shift personnel resource
resource
planning requirement reservation
is reserved
exists exists is cancelled

Subgroup: Business Event Resource Reservation


Planning
Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Resource Administration\Business Event Resource Reservation Planning

02/17/2001 10:21:19 AM Page 121 of 160


HR PROCESSES

Obtain
information
on availability
of business
event resources
Create
alternative
business
event
resourceEvaluate
reservation plans
alternative
business
event
resource reservation plans
Make
decision
on alternative
business
event resource reservation plans

Subgroup: Business Event Resource Reservation


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Resource Administration\Business Event Resource Reservation

Obtain
information
on business
event
resource reservations
Implement
business
event
resource
reservation plan

Subgroup: Business Event Planning


Path: \Training and Event Management\Business Event Planning and Performance\Business Event Planning

02/17/2001 10:21:19 AM Page 122 of 160


HR PROCESSES
Creation Requirement
Enterprise
of business for creation
objectives
event of business
of organizer
catalog event
are determined
is desired catalog exists

Creation
of Business
Event
Catalog

Requirement
Business Business
for business
event event
event
planning catalog
planning
is desired exists
exists

Business
Event
Planning

Requirement Requirement
for business Business for business
event event event
advertising exists resource
exists reservation planning exists

Subgroup: Creation of Business Event Catalog


Path: \Training and Event Management\Business Event Planning and Performance\Business Event
Planning\Creation of Business Event Catalog

02/17/2001 10:21:19 AM Page 123 of 160


HR PROCESSES

Obtain
information
on business
event
requirement
Obtain
information
on offers
from
competitors
Obtain
information
on business
activity
of organizer
Obtain
information
on market
for procurement
for business event resources
Create
alternative
drafts
of business
event catalog
Evaluate
alternative
drafts
of business
event catalog
Make
decision
on alternative
drafts
of business event catalog

Subgroup: Business Event Planning


Path: \Training and Event Management\Business Event Planning and
Performance\Business Event Planning\Business Event Planning

02/17/2001 10:21:19 AM Page 124 of 160


HR PROCESSES

Obtain
information
on business
event
requirement
Obtain
information
on availability
of business
event resources
Create
alternative
overall
schedules
for business
Evaluate events
alternative
overall
schedules
for business events
Make
decision
on alternative
overall
schedules for business events

02/17/2001 10:21:19 AM Page 125 of 160


HR PROCESSES

PROCESS 11: Travel Management


Path: \Travel Management

Presettings
for Travel
Management

Travel
Request

Travel
Planning

Travel
Expenses

Subgroup: Presettings for Travel Management


Path: \Travel Management\Presettings for Travel Management

Subgroup: Travel Expenses


Path: \Travel Management\Travel Expenses

02/17/2001 10:21:19 AM Page 126 of 160


HR PROCESSES
Need
for trip
has arisen

Entry
of a
travel
request

Trip
is requested

Approval
of travel
request

Need
Planned Planned to correct
trip trip planned
is reject ed is approved trip
is transmitted

Advance
payment

Trip Unrequested Approved


advance trip trip
is transmitted/ has taken has taken
paid place place

Entry
of trip
facts

Trip
facts
and receipts
have
been released for checking

Approval
of trip
facts

Planned Trip Trip Approval


trip expenses facts of trip
must reimbursement are released facts
be canceled is rejected for accounting is transmitted

Accounting
date
is reached

Travel
Expenses

Trip Payment Trip Amounts Amounts


Trip
expenses amount costs Payments Payment relevant liable
costs
reimbursement transmitted must must must to accounting to employment
statement
must to bank/ be included be released be effect ed transmitted tax transmitted
is transmitted
be canceled payee in cost accounting to payroll accounting to payroll

Cancellation

Trip
costs
Trip
cancelation
is canceled
statement
is transmitted

Subgroup: Presettings for Travel Expenses


Path: \Travel Management\Travel Expenses\Presettings for Travel Expenses

Subgroup: Cancellation
Path: \Travel Management\Travel Expenses\Cancellation

02/17/2001 10:21:19 AM Page 127 of 160


HR PROCESSES

Cancelation
of trip
advance
[standard]
Cancelation
of Travel
Expenses
reimbursement
[standard]
Creation/
transmission
of Travel
Expense
cancelation statement [standard]

Subgroup: Cancelation of trip advance [standard]


Path: \Travel Management\Travel Expenses\Cancellation\Cancelation of trip advance [standard]

Transmit
amounts
to be
canceled
to financial accounting
Claim
trip
advance
back

Subgroup: Creation/transmission of Travel Expense


cancelation statement [standard]
Path: \Travel Management\Travel Expenses\Cancellation\Creation/transmission of Travel Expense
cancelation statement [standard]

02/17/2001 10:21:19 AM Page 128 of 160


HR PROCESSES

Choose
transmission
route
Create
trip
costs
cancelation
statement
Transmit
trip
costs
cancelation
statement

Subgroup: Cancelation of Travel Expenses


reimbursement [standard]
Path: \Travel Management\Travel Expenses\Cancellation\Cancelation of Travel Expenses reimbursement
[standard]

Transmit
trip
costs
to be
canceled toTransmit
financial accounting
need
for retroactive
accounting
to payroll
Claim
reimbursement
amount
back

Subgroup: Travel Expenses


Path: \Travel Management\Travel Expenses\Travel Expenses

02/17/2001 10:21:19 AM Page 129 of 160


HR PROCESSES

Performance
of Travel
Expenses
[standard]
Transmission
of Travel
Expense
results
[standard]
Creation/
transmission
of Travel
Expenses
statement [standard]

Subgroup: Performance of Travel Expenses [standard]


Path: \Travel Management\Travel Expenses\Travel Expenses\Performance of Travel Expenses [standard]

Perform
accounting
by individual
statement
Perform
per-diem/
flat-rate
accounting
Make
distinction
between
amounts
acc. to calc. guideline for sales tax
Make
distinction
between
amounts
according to CO objects

Subgroup: Creation/transmission of Travel Expenses


statement [standard]
Path: \Travel Management\Travel Expenses\Travel Expenses\Creation/transmission of Travel Expenses
statement [standard]

02/17/2001 10:21:19 AM Page 130 of 160


HR PROCESSES

Choose
transmission
route

Create
trip
costs
statement
Transmit
trip
costs
statement

Subgroup: Transmission of Travel Expense results


[standard]
Path: \Travel Management\Travel Expenses\Travel Expenses\Transmission of Travel Expense results
[standard]

Transmit
payment
amount
to payroll
accounting
Prepare
data
for data
medium
exchange
Prepare
data
for payment
by check
Transmit
payment
amount
to financial
accounting
Transmit
amounts
relevant
to accounting
to accounting
Transmit
amounts
relevant
to accounting
to payroll accounting
Transmit
amounts
liable
to employment
tax to payroll

Subgroup: Approval of trip facts

02/17/2001 10:21:19 AM Page 131 of 160


HR PROCESSES
Path: \Travel Management\Travel Expenses\Approval of trip facts

Check
for trip
facts
[standard]
Notification
of rejection
of trip
facts
[standard]
Notification
of approval
of trip
facts
[standard]
Notification
of need
to correct
trip
facts [standard]

Subgroup: Check for trip facts [standard]


Path: \Travel Management\Travel Expenses\Approval of trip facts\Check for trip facts [standard]

02/17/2001 10:21:19 AM Page 132 of 160


HR PROCESSES

Check
necessity
of trip

Check
shift
planning
Check
financial
resources
for trip
expensesCheck
reimbursement
general
plausibility
of trip
facts
Check
consistency
with
statutory
and enterprise-specific
Check provisions
consistency
with
original
receipts
Archive
trip
expense
receipts

Subgroup: Notification of need to correct trip facts


[standard]
Path: \Travel Management\Travel Expenses\Approval of trip facts\Notification of need to correct trip facts
[standard]

02/17/2001 10:21:19 AM Page 133 of 160


HR PROCESSES

Determine
specifications
for facts
to be
corrected
Choose
transmission
route
Create
notification
of need
to make
correction
Transmit
notification
of need
to make
correction
Return
trip
expenses
receipts
to employee

Subgroup: Notification of approval of trip facts


[standard]
Path: \Travel Management\Travel Expenses\Approval of trip facts\Notification of approval of trip facts
[standard]

Choose
transmission
route
Create
notification
of approval
of trip
facts
Transmit
approval
of trip
facts

Subgroup: Notification of rejection of trip facts


[standard]

02/17/2001 10:21:19 AM Page 134 of 160


HR PROCESSES
Path: \Travel Management\Travel Expenses\Approval of trip facts\Notification of rejection of trip facts
[standard]

Choose
transmission
route
Create
notification
of rejection
of expenses
reimbursement
Transmit
rejection
of trip
expenses
reimbursement
Return
trip
expenses
receipts
to employee

Subgroup: Entry of trip facts


Path: \Travel Management\Travel Expenses\Entry of trip facts

Entry
of trip
facts
(including
per diems/flat rates and expenses)
Supplement
trip
facts
[standard]
Correction
of trip
facts
[standard]

Subgroup: Entry of trip facts (including per diems/flat


rates and expenses)
Path: \Travel Management\Travel Expenses\Entry of trip facts\Entry of trip facts (including per diems/flat
rates and expenses)

02/17/2001 10:21:19 AM Page 135 of 160


HR PROCESSES

Enter
General
Data
for Trip
Enter
Further
Destinations
for Trip

Enter
Advance
for Trip
Enter
Alternative
Cost
Assignment
for Trip
Enter
Trip
Comments
Enter
Travel
Costs
Flat
Rate for Trip
Enter
Meals
Per Diem
for Trip
Enter
Accommodations
Per Diem
for Trip

Enter
Expense
Receipts
Enter
Additional
Information
for Expense
Receipt (e.g.Enter
Reason, Location)
Comments
for Expense
Receipt
(Text Enter
Entry Only)
Alternative
Cost
Assignment
for Expense Receipt

Subgroup: Correction of trip facts [standard]


Path: \Travel Management\Travel Expenses\Entry of trip facts\Correction of trip facts [standard]

02/17/2001 10:21:19 AM Page 136 of 160


HR PROCESSES

Correct
General
Data
for Trip

Correct
stopovers
for trip

Correct
return
of advance
Correct
Cost
Assignment
Specifications
for Trip / Expense Receipt
Correct
Comments
for Trip
/ Expense
Receipt
Correct
Flat
Rate
for Travel
Costs for Trip
Correct
Meals
Per Diem
for Trip
Correct
Accommodations
Per Diems
for Trip

Correct
Expense
Receipts

Subgroup: Supplement trip facts [standard]


Path: \Travel Management\Travel Expenses\Entry of trip facts\Supplement trip facts [standard]

02/17/2001 10:21:19 AM Page 137 of 160


HR PROCESSES

Supplement
General
Data
for Trip

Add Further
Destinations
for Trip
Supplement
Comments
for Trip
/ Expense
Receipts
Enter
return
of advance
Supplement
cost
assignment
specifications
for trip
Supplement
Per Diems
/ Flat
Rates

Add Further
Expense
Receipts
Supplement
Cost
Assignment
Specifications
for Expense Receipt
Prepare
trip
expense
receipts
Release
trip
facts
for checking
Transmit
trip
expense
receipts
to expense department

Subgroup: Advance payment


Path: \Travel Management\Travel Expenses\Advance payment

Trip
advance
payment/
transmission
[standard]

Subgroup: Trip advance payment/transmission


[standard]
Path: \Travel Management\Travel Expenses\Advance payment\Trip advance payment/transmission
[standard]

02/17/2001 10:21:19 AM Page 138 of 160


HR PROCESSES

Pay trip
advance
in cash
Prepare
data
for data
medium
exchange
Prepare
data
for payment
by check
Transmit
payment
amount
to financial
accounting
Transmit
advance
amounts
to financial
accounting

Subgroup: Approval of travel request


Path: \Travel Management\Travel Expenses\Approval of travel request

Check
for travel
request
[standard]
Notification
of rejection
of travel
request
[standard]
Notification
of approval
of travel
request
[standard]
Notification
of need
to correct
travel
request [standard]

02/17/2001 10:21:19 AM Page 139 of 160


HR PROCESSES

Subgroup: Check for travel request [standard]


Path: \Travel Management\Travel Expenses\Approval of travel request\Check for travel request [standard]

Check
necessity
of trip

Check
shift
planning

Check
Financial
Resources
for Trip
Check
General
Plausibility
of Entered
Trip Data
Check
Consistency
with
Statutory
and Enterprise-Specific Trip Provisions

Subgroup: Notification of need to correct travel request


[standard]
Path: \Travel Management\Travel Expenses\Approval of travel request\Notification of need to correct
travel request [standard]

02/17/2001 10:21:19 AM Page 140 of 160


HR PROCESSES

Determine
specifications
for facts
to be
corrected
Choose
transmission
route
Create
notification
of need
to make
correction
Transmit
notification
of need
to make
correction

Subgroup: Notification of approval of travel request


[standard]
Path: \Travel Management\Travel Expenses\Approval of travel request\Notification of approval of travel
request [standard]

Choose
transmission
route
Create
Notification
of Travel
Request
Approval
Send
Approval
of Travel
Request

Subgroup: Notification of rejection of travel request


[standard]
Path: \Travel Management\Travel Expenses\Approval of travel request\Notification of rejection of travel
request [standard]

02/17/2001 10:21:19 AM Page 141 of 160


HR PROCESSES

Choose
transmission
route
Create
Notification
of Rejection
of This
Travel Request
Transmit
Notification
of Rejection
of Travel
Request

Subgroup: Entry of a travel request


Path: \Travel Management\Travel Expenses\Entry of a travel request

Enter
general
trip
data
for travel request [standard]
Enter
per diems
/ flat
rates
for travel request
Receipt
entry
for a
travel
request
Correction
of travel
request

Subgroup: Enter general trip data for travel request


[standard]
Path: \Travel Management\Travel Expenses\Entry of a travel request\Enter general trip data for travel
request [standard]

02/17/2001 10:21:19 AM Page 142 of 160


HR PROCESSES

Enter
General
Data
of Travel
Request
Enter
Further
Destinations
for Travel
Request
Enter
Advance
for Travel
Request
Enter
Alternative
Cost
Assignment
for Travel Request
Enter
Comments
for Travel
Request

Subgroup: Correction of travel request


Path: \Travel Management\Travel Expenses\Entry of a travel request\Correction of travel request

02/17/2001 10:21:19 AM Page 143 of 160


HR PROCESSES

Correct
General
Data
of Travel
Request
Correct
Advance
for Travel
Request

Correction
of Requested
Stopovers

Correction
of Requested
Travel
Costs

Correct
Costs
of Meals

Correct
Costs
of Accommodations

Correct
Miscellaneous
Costs

Subgroup: Receipt entry for a travel request


Path: \Travel Management\Travel Expenses\Entry of a travel request\Receipt entry for a travel request

Enter
Expense
Receipts
Enter
Additional
Information
for Expense
Receipt (e.g. Reason, Location)
Enter
Comments
for Expense
Receipt
(Text Entry
Enter Only)
Alternative
Cost
Assignment
for Expense Receipt

02/17/2001 10:21:19 AM Page 144 of 160


HR PROCESSES

Subgroup: Enter per diems / flat rates for travel request


Path: \Travel Management\Travel Expenses\Entry of a travel request\Enter per diems / flat rates for travel
request

Enter
Flat
Rate
for Travel
Costs for Enter
Travel Request
Meals
Per Diem
for Travel
Request (Including
Enter Deductions)
Accommodations
Per Diem
for Travel
Request

Subgroup: PROCESS-oriented questions for Travel


Expenses
Path: \Travel Management\Travel Expenses\PROCESS-oriented questions for Travel Expenses

Subgroup: Travel Planning


Path: \Travel Management\Travel Planning

02/17/2001 10:21:19 AM Page 145 of 160


HR PROCESSES

Presettings
for Travel
Planning
Process-Oriented
Questings
Regarding
Travel
Planning
Entry
of Travel
Plan

Approval
of Travel
Plan

Subgroup: Presettings for Travel Planning


Path: \Travel Management\Travel Planning\Presettings for Travel Planning

Subgroup: Approval of Travel Plan


Path: \Travel Management\Travel Planning\Approval of Travel Plan

02/17/2001 10:21:19 AM Page 146 of 160


HR PROCESSES

Check
Travel
Plan

Message:
Travel
Plan
Rejected
Message:
Travel
Plan
Approval
Message:
Travel
Plan
Corrections
Needed

Subgroup: Check Travel Plan


Path: \Travel Management\Travel Planning\Approval of Travel Plan\Check Travel Plan

Check
Business
Necessity
for Planned
Trip
Check
Financial
Resources
for Planned
Trip
Check
Shift
Planning
with
Regard to Planned Trip
Check
Statutory
and Enterprise-Specific
Trip
Provisions

Subgroup: Message: Travel Plan Corrections Needed


Path: \Travel Management\Travel Planning\Approval of Travel Plan\Message: Travel Plan Corrections
Needed

02/17/2001 10:21:19 AM Page 147 of 160


HR PROCESSES

Set Specifications
for Travel
Plan
Data
to be Corrected
Choose
Transmission
Route
Create
Notification:
Travel
Plan
Needs Correction
Send
Notification:
Travel
Plan
Needs Correction

Subgroup: Message: Travel Plan Approval


Path: \Travel Management\Travel Planning\Approval of Travel Plan\Message: Travel Plan Approval

Choose
Relevant
Transmission
Route
Create
Notification
Regarding
Travel
Plan Approval
Send
Approval
of Travel
Plan

Subgroup: Message: Travel Plan Rejected


Path: \Travel Management\Travel Planning\Approval of Travel Plan\Message: Travel Plan Rejected

02/17/2001 10:21:19 AM Page 148 of 160


HR PROCESSES

Choose
Transmission
Route
Create
Notification
Regarding
Travel
Plan Rejection
Transmit
Notification
Regarding
Travel
Plan Rejection

Subgroup: Entry of Travel Plan


Path: \Travel Management\Travel Planning\Entry of Travel Plan

Enter
General
Trip
Data
for Planned Trip [Standard]
Plan
Transportation
/ Accommodations

Book
Means
of Transportation
and Accommodations
Create
Trip
Documents
[in Travel
Agency]
Correction
of Travel
Plan
[Standard]
Correction
of Postings
Already
Executed

Subgroup: Enter General Trip Data for Planned Trip


[Standard]

02/17/2001 10:21:19 AM Page 149 of 160


HR PROCESSES
Path: \Travel Management\Travel Planning\Entry of Travel Plan\Enter General Trip Data for Planned Trip
[Standard]

Enter
General
Data
for Planned
Trip
Enter
Further
Destinations
for Planned
Trip
Enter
Advance
for Planned
Trip
Enter
Alternative
Cost
Assignment
for Planned Trip
Enter
Travel
Plan
Comments
Entry
Option
for Estimated
Total
Costs of Planned Trip

Subgroup: Correction of Postings Already Executed


Path: \Travel Management\Travel Planning\Entry of Travel Plan\Correction of Postings Already Executed

02/17/2001 10:21:19 AM Page 150 of 160


HR PROCESSES

Cancel
Flight
Bookings
in Travel
Plan
Cancel
Hotel
Bookings
in Travel
Plan
Cancel
Car Rental
Bookings
in Travel
Plan
Confirm
Flight
Cancelations
in Travel
Plan
Confirm
Hotel
Cancelations
in Travel
Plan
Confirm
Car Rental
Cancelations
for Travel
Plan
New Entry
of Flight
Data

New Entry
of Hotel
Data

New Entry
of Car
Rental
Data

Subgroup: Correction of Travel Plan [Standard]


Path: \Travel Management\Travel Planning\Entry of Travel Plan\Correction of Travel Plan [Standard]

02/17/2001 10:21:19 AM Page 151 of 160


HR PROCESSES

Correct
General
Data
for Planned
Trip
Correct
stopovers
for planned
trip
Correct
advance
for planned
trip
Correct
Cost
Assignment
for Travel
Plan
Change
Comments
in Travel
Plan
Change
Train
Data
in Travel
Plan

Subgroup: Create Trip Documents [in Travel Agency]


Path: \Travel Management\Travel Planning\Entry of Travel Plan\Create Trip Documents [in Travel Agency]

Create
Trip
Itinerary
(in R/
3 or Travel
CreateAgency)
Flight
Tickets
(Travel
Agency)
Transmit
Trip
Documents
(Travel
Agency)

Subgroup: Book Means of Transportation and


Accommodations

02/17/2001 10:21:19 AM Page 152 of 160


HR PROCESSES
Path: \Travel Management\Travel Planning\Entry of Travel Plan\Book Means of Transportation and
Accommodations

Confirm
Planning
Data
for Transportation
/ Accommodations
Booking
of Transportation
and Accomm.
(Triggered
by Confirmation Above)

Subgroup: Plan Transportation / Accommodations


Path: \Travel Management\Travel Planning\Entry of Travel Plan\Plan Transportation / Accommodations

Plan
or Reserve
Flight
Data
(Round Trip)
Reserve
Hotel
Within
Travel
Plan
Reserve
Car Rental
in Travel
Plan
Plan
Train
Trip
to Destination
Plan
Return
Train
Trip

Subgroup: PROCESS-Oriented Questings Regarding


Travel Planning
Path: \Travel Management\Travel Planning\PROCESS-Oriented Questings Regarding Travel Planning

02/17/2001 10:21:19 AM Page 153 of 160


HR PROCESSES

Subgroup: Travel Request


Path: \Travel Management\Travel Request

Travel
Request
Entry

Approval
of Travel
Request

Subgroup: Travel Request Entry


Path: \Travel Management\Travel Request\Travel Request Entry

Enter
General
Trip
Data
for Travel Request [Standard]
Request
Transportation
/ Accommodations
[Standard]

Correction
of Travel
Request

Subgroup: Enter General Trip Data for Travel Request


[Standard]
Path: \Travel Management\Travel Request\Travel Request Entry\Enter General Trip Data for Travel
Request [Standard]

02/17/2001 10:21:19 AM Page 154 of 160


HR PROCESSES

Enter
General
Trip
Data
for Travel Request (e.g. Trip Beginning, Dest...)
Enter
Stopover
for Travel
Request

Request
Advance

Alternative
Cost
Assignment
Travel
Request
Travel
Request
Comments
Entry
Option
for Estimated
Total
Costs of Requested Trip

Subgroup: Correction of Travel Request


Path: \Travel Management\Travel Request\Travel Request Entry\Correction of Travel Request

02/17/2001 10:21:19 AM Page 155 of 160


HR PROCESSES

Correct
General
Trip
Data
in Travel Request
Correct
Stopovers
in Travel
Request
Correct
Travel
Request
Advance
Correct
Cost
Assignment
of Travel
Request
Change
Comments
for Travel
Request
Change
Estimated
Value
for Travel
Request
Correct
Flight
Data
in Travel
Request
Correct
Hotel
Data
in Travel
Request
Correct
Car Rental
Data
of Travel
Request
Correct
Train
Data
in Travel
Request

Subgroup: Request Transportation / Accommodations


[Standard]
Path: \Travel Management\Travel Request\Travel Request Entry\Request Transportation / Accommodations
[Standard]

02/17/2001 10:21:19 AM Page 156 of 160


HR PROCESSES

Enter
Flight
Data
for Travel
Request (Round Trip)
Enter
Hotel
Data
for Travel
Request

Request
Car Rental

Request
Train
Trip
to Destination
Request
Return
Train
Trip

Subgroup: Approval of Travel Request


Path: \Travel Management\Travel Request\Approval of Travel Request

Check
Travel
Request

Message:
Rejection
of Travel
Request
Message
Regarding
Travel
Request
Approval
Message:
Travel
Request
Needs
Correction

02/17/2001 10:21:19 AM Page 157 of 160


HR PROCESSES

Subgroup: Check Travel Request


Path: \Travel Management\Travel Request\Approval of Travel Request\Check Travel Request

Check
Business
Necessity
for Requested
Trip
Check
Financial
Resources
for Requested
Trip
Check
Shift
Planning
with
Regard toCheck
Requested Trip
Statutory
and Enterprise-Specific
Trip
Provisions

Subgroup: Message: Travel Request Needs Correction


Path: \Travel Management\Travel Request\Approval of Travel Request\Message: Travel Request Needs
Correction

Set Specifications
for Data
to be
Corrected
in Travel Request
Choose
Relevant
Transmission
Route
Create
Notification:
Travel
Request
NeedsSendCorrection
Notification:
Tavel
Request
Needs Correction

Subgroup: Message Regarding Travel Request Approval

02/17/2001 10:21:19 AM Page 158 of 160


HR PROCESSES
Path: \Travel Management\Travel Request\Approval of Travel Request\Message Regarding Travel Request
Approval

Choose
Relevant
Transmission
Route
Create
Notification
of Travel
Request
Approval
Send
Approval
of Travel
Request

Subgroup: Message: Rejection of Travel Request


Path: \Travel Management\Travel Request\Approval of Travel Request\Message: Rejection of Travel
Request

Choose
Transmission
Route
Create
Notification
of Travel
Request
Rejection
Transmit
Notification
of Travel
Request
Rejection

02/17/2001 10:21:19 AM Page 159 of 160


HR PROCESSES

PROCESS 12: Payroll Netherlands


- Bases
- Time data PROCESSING
- Incentive wages
- Loans
- Guaranteed net Amounts
- Pensions
- Social Insurance
- Tax
- Posting to Accounting
- Payment transactions
- Statistics
- Statements
- Reporting

02/17/2001 10:21:19 AM Page 160 of 160