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HCM Planning

HCM Planning. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose This scenario describes how to setup the HCM expense planning, which includes salary, bonus, benefits and other costs per organization and position. This scenario also describes how to analyze the HCM costs.

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HCM Planning

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  1. HCM Planning SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • This scenario describes how to setup the HCM expense planning, which includes salary, bonus, benefits and other costs per organization and position. This scenario also describes how to analyze the HCM costs. • Benefits • Centralized maintenance of HCM rate for different type of employees and job grades. • All expenses are automatically calculated based on the headcount numbers and the HCM rate • Key Process Steps • HCM rate setup • Headcounts adjustment • Confirm HCM expense • HCMdata submit and approval • Data transfer from HCM planning to PL planning

  3. Required SAP Applications and Company Roles • Required SAP Applications • SAP BusinessObjects Planning and Consolidation 7.5, version for the NetWeaver platform • Company Roles • Corporate Planner • Department planner • Department manager

  4. Detailed Process Description - 1 • HCM Planning • This scenario is about the processes of planning HCM expense and approving planning data. • Corporate planner maintains the HCM rate for the new year. HCM rate includes gross salary, gross bonus, benefits and other on-costs for different job grades and job levels. • Department planner adjust the headcounts in his responsible team, once the data is save, relevant expenses are automatically calculated. • Salary: Includes taxation. You can maintain monthly salary in predefined input schedule • Bonus: You can maintain the annual bonus in predefined input schedule. • Benefits: It’s divided into two parts. Fixed part could include health insurance, training estimates, etc. You can maintain this fixed monthly benefits in predefined input schedule. Variable part is calculated as 10% of salary. • Worker compensation: Calculated as 0.25% of salary • Other on-costs: You can maintain this in predefined input schedule. It can be used as a bucket for your organization for on-costs, for example, building, lighting that allocated per headcount • OT pay: OT pay is estimated as 5% of monthly salary for full-time equivalents. And for other employees, it is estimated as 8 hours OT monthly.

  5. Detailed Process Description - 2 • Department planner reviews the expenses in his responsible department via expense report The report provides the comparison between target and planned target. • After the department planner confirms the planned budget is in line with target, he submits the data for manager’s approval. • Department manager reviews the planning data and approves or rejects it. • If approved, the data status is set to locked.If rejected, sales team planner should re-open the BPF to adjust the planning data • As the last step of HCM planning, department managerruns the data package to copy the HCM expense to the PL planning side.

  6. Process Flow Diagram HCM Planning Event Start of HCM Planning Process End of HCM Planning Process Corporate Planner Maintain HCM Rate Upload / Import headcounts Review headcounts of Last Year Copy headcounts from Last Year Department Planner Headcounts adjustment Review HCM Expense report Submit for Approval Department Manager Approved? Yes Review HCM Expense report Copy HCM data to PL No

  7. Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision

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