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HCM Planning

HCM Planning

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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 include salary, bonus, benefits other costs per organization and position. This scenario also describe how to analyze the HCM costs. • Benefits • Centralized maintenance of HCM rate for different type of employee and job grade. • All expenses are automatically calculated base on headcount numbers • Dashboard provide comprehensive views to analyze the costs • Key Process Steps • HCM rate setup • Headcounts adjustment • Confirm HCM expense via report and dashboard • 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 Microsoft platform • Company Roles • HR Manager • 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. • HR manager maintain the HCM rate for year 2012. HCM rate include gross salary, gross bonus, benefits and other on-costs for different job grades and job levels. HR manager then upload/import the headcounts of year 2011, copy the headcounts from 2011 June to year 2012. • Department planner adjust the headcounts in his responsible team, once the data is save, relevant expenses are automatically calculated. • Salary and bonus: Gross amount includes taxation, PAYG taxation is not separately calculated. • Superannuation: Calculated as 9% of salary • Benefits: Could include health insurance, car FBT payments, and training estimates. • Worker compensation: Calculated as 0.25% of salary • Payroll tax: As rate and thresholds differ per state in Australia, in this scenario it is calculated as 5% of salary • Leave Provisions: Calculated as 3.9% of salary, including 1.5% for annual leave and 2.4% of long service leave. It doesn’t apply to full-time equivalents. • Other on-costs: It can be used as a bucket for on-costs, for example, building, lighting that allocated per headcount .

  5. Detailed Process Description - 2 • Department planner review the expenses in his responsible department via expense report or dashboard. Both report and dashboard provide the comparison of target and planned target, dashboard provides the more comprehensive view, such as HC distribution, expense breakdown to different headcounts and even the what-if simulation. • After the department planner confirms the planned budget is in line with target, he submits the data for manager’s approval. • Department manager confirm the planning data and approve/reject it. • If approved, the data status is set to locked.If rejected, sales team planner re-open the BPF to adjust the planning data • As the last step of HCM planning, department managerrun 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 HR Manager Maintain HCM Rate Upload / Import headcounts Review headcounts of Last Year Copy headcounts from Last Year Department Planner Headcounts adjustment Review HCM Expense report Dashboard Submit for Approval Department Manager Approved? Yes Review HCM Expense report Dashboard 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