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Budget Position Control

Budget Position Control. Lesson Objectives. At the end of this lesson, participants will be able to: Describe the overall organizational structure within SBBC Understand the process flow and transactions needed for creating and updating positions.

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Budget Position Control

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  1. Budget Position Control

  2. Lesson Objectives At the end of this lesson, participants will be able to: • Describe the overall organizational structure within SBBC • Understand the process flow and transactions needed for creating and updating positions

  3. Primary Objects of the Organizational Structure Organizational Management houses the building blocks that provide the foundation for the entire structure of SAP Human Capital Management (HCM):

  4. Job: Teacher Position: Teacher – Grade 8 Position:Teacher – Grade 2 Position:Teacher Jobs Jobs are general classifications of tasks that are routinely performed together. Jobs hold attributes, such as education and salary scale, and are attached to positions. Examples include Teacher, Principal, Office Manager, etc.

  5. Job: Teacher Position: Teacher – Grade 8 Position:Teacher - Adult Position:Teacher – Voc. Middle Positions Positions are the individual employee assignments in the district. Positions are occupied by persons. Positions are specific classifications of work duties. Many work-related attributes, such as workflow, approvals and security are attached to the position, as opposed to the person. As a rule, only one employee occupies a primary position.

  6. Chiefs Chiefs manage the organizational unit and sit on top of the reporting hierarchy for that particular organizational unit. Persons within the organizational unit may or may not directly report to the Chief. The Chief performs all compensation reviews for persons in the organizational unit. Chiefs report to other chiefs as organizational units report to other organizational units. The designation of a position as a Chief is reflected in the position attributes. Organizational Unit

  7. Organizational Unitsdescribe the various departments/schools that exist within SBBC Jobsare general classifications of tasks routinely performed together Org. Unit Chiefsmanage the organizational unit Job Chief Persons are assigned to positions Positionsare specific classifications of work duties Person Position Relationships in Organizational Management To recap, understanding the role that each object plays and the relationships between the objects is critical to being able to work within the SAP environment.

  8. Enterprise Structure What from Dee’s doc needs to be pulled in here? Or should it be a handout?

  9. Human Resource Action Processor Director/Principal PBC PBC and HRAP Fills out Adobe Interactive Form Approves Position Approves Position Receives Notification of Position Status Process Flow for Creating/Updating Positions Start Finish

  10. Human Resource Action Processor Director/Principal Director/Principal PBC PBC and HRAP Fills out Adobe Interactive Form Approves Position Approves Position Approves Position Receives Notification of Position Status Multiple Approvals Start Finish Positions must be approved by all directors of budgets associated with the position

  11. When is Budget Control Needed Create • New hire • New position??... Update • Worker’s Compensation • FMLA • Transfer…?

  12. Navigating to Form

  13. Create Position Control Form

  14. Create Position Control Form

  15. Create a Position Demo/Simulation/Exercise?

  16. Change Position Control Form

  17. Change Position Control Form

  18. Change a Position Simulation/Demo/Exercise? • Data to use:

  19. PO13: Maintain and Display Position Using SAP GUI or web GUI?

  20. Demo and Exercise of PO13 • Data to use:

  21. Questions?

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