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The HCM Organizational Management ES bundle service-enables all the organizational data in HCM, allowing other applications to access this data as needed. The HCM Organizational Management ES bundle enables you to have one data source for all organizational data, independent of where it is needed. For example, you can use services in this bundle to find a manager in a particular organizational center or a position in an organizational unit. Through use of HR personnel data, this bundle provides for identification of employee assignment within an organization, and an overview of the organizational structure.

Since the SAP backend system already contains up-to-date organizational information including personnel and cost center data, this bundle removes the need to store this information in different systems for use in other applications. Time to access the information is reduced, as well as the errors and ineffiency of storing data in more than one system.

The HCM Organizational Management ES bundle leverages enterprise SOA by service-enabling HCM organizational data. SAP HCM can serve as a single database for organizational information that, in turn, can be used to analyze organizational structure and to locate employees within an organization.

Audience

This ES bundle can be used by all industries and market segments, from public sector to retail to manufacturing. All managers, system administrators and clerks who need to access organizational structures will find this ES bundle of value.

HCM Organizational Management (click to enlarge)

For details on Service Operations, Business Objects and Process Components, please check the ES Workplace.


How To Use This ES Bundle

An organization is an organic unified system of individuals, which is why the management of business and organizational information is closely linked with personnel information. The HCM Organizational Management ES bundle provides access to the information about individuals and their supervisors; the cost centers in which they work; and the arrangement of those cost centers within the organization. Such information can, in turn, be applied to assignment or reorganization of cost centers; supply data to third-party software applications such as Microsoft Outlook; and simplify searching for employees with particular qualifications within the data structure of a large organization. The following series of use cases for the HCM Organizational Management ES bundle show how different outcomes can be achieved by using the enterprise services in different combinations. While these examples illustrate a few of the ways that this ES bundle could be used, the intention is to show the flexibility and reusability of these business objects and enterprise service operations so that you will have a clearer understanding of how to best deploy them in your own environment. This wiki is also a space for you to share knowledge and collaborate with others who are implementing the HCM Organizational Management ES bundle.

Use Case 1: GIS and Organizational Management

The services of the HCM Organizational Management ES bundle will be reused by numerous other bundles. One bundle in particular using these services is the Information System Integration ES bundle. Using this bundle, an operator of a geographical information system (GIS) might have a map on her screen which shows an area where public safety workers are engaged in a task, fighting wildfires. By delimiting areas on the screen, the operator can query whether, for example, there is an emergency medical technician (EMT) in the area by invoking the Find Employee by Elements enterprise service. After finding the employees who are certified as EMTs, he/she can then select one from the list and get contact information, such as cell phone number, using the Read Employee Basic Data enterprise service (which is reused from the HCM Master Data ES bundle).

In the dynamic scenario of a wildfire, the bundle can provide personnel management data that can be overlaid on an onscreen map at a command post. The commander can quickly assess what units are at different locations in the firefighting effort, and which team members are deployed within the different units. Units, and the personnel within the units, can be assembled and assigned based on skills needed at a specific point on the fire line. Services such as Find Assignment by Organisational Centre, Find Organisational Centre Basic Data by Elements, Read Organisational Centre, and Find Employee by Organisational Centre can all be used to help provide detailed information from the HCM backend system.

Use Case 2: Team Management using Duet

Duet software lets you use Microsoft Office together with SAP software. Duet uses enterprise services from this bundle to fill organizational information in Microsoft Outlook.

Managers for example can see detailed information about their teams, but less detailed contact information about their colleagues. Duet displays information based on the given employee's permissions in SAP HCM.

For example, when Duet users view their own information by selecting My Details (see Figure 1), Duet invokes Find Organisational Centre by Employee to fetch the appropriate department for the employee and Find Reporting Line Manager by Employee to fill in the manager. By retrieving these details directly from SAP HCM, the latest information is always available in Microsoft Outlook.

To pull up details about the team, as shown in Figure 2, Duet displays a tree structure of the organization in the right pane, constructing this by invoking the Find Manager by Organisational Centre enterprise service among others. To display the direct reports for a given manager, Duet invokes Find Employee by Organisational Centre.

Figure 1. My Details screen (Duet) (click to enlarge)

Another enterprise service, Find Reporting Line Peer by Employee can be used to determine the list of employees working at the same level, according to the reporting structure. For every peer retrieved by the service, an Outlook Contact will be created in the user's Outlook Contact Folder. This is the My Colleagues screen (shown in Figure 3).

Figure 2. Team Details screen (Duet) (click to enlarge)

Use Case 3: Export Data to a Third-Party Security Card System

A large organization is in a facility where different departments are in secure areas accessed by employees with coded key cards. The cards also restrict employees from entering other areas.

Most of the personnel data for producing an employee card can be derived from the services of the HCM Master Data ES bundle. However, in many cases, organizational data is also desired, such as which organizational unit the employee belongs to (found using the Find Organisational Centre by Employee enterprise service), the address of this organizational unit (found using the Read Organisational Centre enterprise service operation), and where this unit belongs within the organizational structure (found through the Find Multiple Hierarchy Level Assignment by Organisational Centre enterprise service). Additionally, some organizations also require information added to the security card detailing any special features of the employee's position that applies to their clearance.

Use Case 4: Create and Update User Records

By EtQ

Organization and employee data stored in SAP HCM is needed by EtQ Reliance to populate lookups and provision role-based security. Using SAP Enterprise Services, a scheduled task periodically retrieves the latest organization and employee data based on configurable search parameters so the information can be mapped to the appropriate records in EtQ Reliance.     

Step

Enterprise Service Invoked

Lookup Location information in SAP based on specified search criteria to create
and update Location Profiles in EtQ Reliance.

Find Organizational Centre Basic Data

Update the EtQ Reliance Location hierarchy.

Find Multiple Hierarchy Level Assignment by Organizational Centre

Lookup Employee information in SAP based on specified search criteria to create
and updated User Profiles in EtQ Reliance.

Find Employee by Elements
Read Employee Basic Data
Find Employee Communication Data by Employee
Find Organisational Centre Employee by Employee

Lookup Reporting information in SAP to updated User Profiles in EtQ Reliance with Reports To data.

Find Reporting Line Manager by Employee


Figure 3. My Colleagues screen (Duet) (click to enlarge)

Using This ES Bundle with an Existing Test Application

Tested This Bundle?

If you've tested this bundle, please edit this page and share your testing experience. You might share your test app, testing plan, or what happened when you tested the services in this bundle.

Silverlight

We used this ES Bundle to create an Interactive Organization View using Silverlight as the user-interface. Please see the screenshot for an example.

MPS Organization Viewer (click to enlarge)


Microsoft Surface

We also used this ES Bundle to create a multi-user, multi-touch Interactive Organization View using Microsoft Surface technology. Please click here to see the video for more details.

MPS Organization Viewer on Microsoft Surface (click to enlarge)



System Requirements

Related ES Bundles

SOA Homepage on SDN
Information about DUET
SAP Solution Brief: "Bringing Together Business Productivity and Enterprise Applications"