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Paperless HR Processes with SAP



  Jan Kremer, 11 December 2009




                                  © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
Contents


            Business Drivers
            Paperless HR SAP Portfolio
            Customer Cases
            Project examples
            About



                                © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                              1
Future HR paper documents only appear where this is
   strictly necessary
                • Efficiency and cost reduction are the main drivers on the HR agenda
                • Advanced technologies like internet, self-services, digital forms and signatures are
                  introduced and make big efficiency-moves possible
  Situation     • HR processes still use many physical documents and approvals, apart from the Employee
                  and Manager Self Service scenario’s (ESS and MSS) already implemented


                • Paper flows in HR processes are time and space consuming, inefficient, costly and
                  frustrating
                • Many early adapters have failed to achieve the supposed goals of ESS, MSS and e-Portal
Complications     implementations
                • HR managers are forced to start up effective cost reduction programs
                • Shared Service Centers appear less efficient than promised
                • HR processes are not transparent and are not uniformly applied: quality assurance, legal
                  requirements and audits are difficult to fulfill



                • An integral approach on how HR processes can be made paperless by combining the
                  expertise of Self Services, e-Forms and electronic personnel files
                • Through this approach, sustainable process improvements are achieved with cost
  Solution        reductions, elimination of slack, reduction of through-put times and higher customer
                  satisfaction
                • Compliance with data protection conditions and auditing reliability, important for HR, is taken
                  into account while maximizing the amount of electronic evidence
                • This approach has been proven to be successful for many Dutch organizations


                                                                         © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                                                       2
SAP has a wide range of products enabling paperless HR
processes


                        Paperless HR Processes



 Themes                             Electronic
             ESS         MSS                               E-Portals & E-Forms
                                  personnel files


                                                                            SAP Forms /
                                                     SAP
               SAP HCM               SAP RM                               Adobe Interactive
   SAP                                              Portal
                                                                              Forms
Components
                                         SAP Workflow

                                     SAP / OpenText
               Duet          Employee Information Management
  Partner
 products          Sitrion




                                                    © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                                  3
SAP EIM is first product showing integrated paperless
process approach
                           Manager &
                            Employee                              Retrieval for HR
                           Self Service                            professionals

 Capturing with
 Scan, Barcode,
Mass import, email


                       Employee
                      Information
                      Management

    Workflow,                                                     Guest User
Processes, Follow                                                  Access
     Up, …


                                    Secure Deletion,                             Outbound
                                       Retention                                 Documents
          Archiving                   Management


                                          © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                        4
All components in the HR service delivery framework
     Employees                      Managers                         HR Department


                                  Employee Portal


                                                                     Physical
        ESS             E-Forms               MSS                   documents



                    Scan-soft &                                   SAP HCM
                     hardware


                           Electronic personnel files
                                                Physical flow                                        Digital flow




                      Replace paper             Use Self Services                          Use a pragmatic
Scan as little as     based evidence             when possible,                            approach to the
legally possible       with electronic          use E-forms when                           subject of digital
                        documents                  necessary                                 signatures



                                                                © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                                              5
Different business drivers makes clients choose different
approaches.

                          Client 1                                                           Client 2

•   Implemented SAP ESS/MSS scenario’s like absence, pay           •   Implemented 26 SAP ESS/MSS scenarios and forms in 64
    slip, expenses                                                     countries like: Personal data, Incentives and Bonuses,
•    Workflow-driven mutation forms for managers and                   Performance evaluation, Leave request and Contractual
    employees (Visual Composer)                                        change.
•   No need for physical signatures on mutation forms. Client 1    •   Using SAP HCM and SAP Enterprise Portal
    decided workflow approval is enough                            •   Success factors were proper blue printing, SAP Architect
•    Automated production of contract change letters, that still       and development skills and a good international test team.
    require signatures                                             •   Challenges were SAP components like Enhancement
•   Making preparations for automated uploading in electronic          Packages and Enterprise portal connections
    personnel files                                                •   Client 2 plans more scenario’s in the future reducing
•   Electronic personnel files are planned in the near future          administrative costs.



                          Client 3                                                           Client 4
•   Implemented electronic personnel files in SAP Records          •   In progress: currently 9 processes blue printed,
    Management to support the HR Shared Service Center                 development ongoing
•   Integrated SAP Records Management in SAP HCM to
    optimize processes and access management to electronic         •   Using SAP HCM and SAP Enterprise portal
    personnel files                                                •   Challenge: employee tasks executed by managers (in
•   Added barcodes to all outbound SAP HCM-letters for                 stores, no employee accounts available)
    automated uploading of incoming letters after signing and      •   Success factor: blue printing. It’s important to think
    scanning                                                           processes through before starting development.
•   Client 3 plans to implement ESS and MSS functionality in       •   Challenge: decision making, standardizing processes and
    2010
                                                                       change management
                                                                   •   Client 4 plans more scenarios once this platform is well
                                                                       established and proven.
                                                                                       © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                                                                     6
Develop a basic platform for paperless HR processes

ESS examples:
 Time Management            Employee Search
    •   Leave Request           • Who’s Who (incl.
    •   CATS                      Organizational Chart)
    •   Time Statement          • Change Office and
                                  Communication data
    •   Time Correction


 Payment                    Work Environment
                                • Equipment Repair
    • Salary Statement
                                  Request (Internal
    • Total Compensation          Service Request)
      Statement
                                • Equipment Card
    • Employment and
      Salary Verification
                             Travel Management
 Personal Information          • Travel planning
                                • Expense Report
    • Address (incl.
      Emergency address)
    • Bank Information       ESS country-specific
    • Family                  scenarios
      Member/Dependent          • Tax form reports
    • Personal Data             • Pension reports
                                • Localization

                                                                  Think smart, start wisely!

                                                          © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                                        7
Develop a common language such as a page and
     navigation structure
                                                 Client 2
                                                                                 A
Navigation Area                                                                                           B
    1.Top level navigation
    2. First level navigation
    3. Second level navigation
    4. Detailed Navigation (3&4 level
    navigation)




Business Package: collection of objects for
the enterprise portal
                                                                    C
    A.   Role: corresponds to second first
         level of navigation (collection of
         worksets)


    B.   Workset: corresponds to second
         level of navigation (collection of
         pages)


    C.   Page: a collection of iViews that are
         to be displayed on the one page.
                                                                                                                                  D
         Selected page can also be called
         Work Area


                                                      Pane for lower                                                                  Pane for additional
    D.   iView: the actual services that                                 Content area: All content relevant information
                                                      level navigation                                                                information
         display data from R/3




8                                                                                                    © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                                                                                   8
Add more complexity with for example MSS or forms

Key functions MSS:
 Empowers managers to execute
  human capital and finance
  management strategies for
    • budgeting, recruitment, compensation,
      and cost management
    • leverage HR and financial back-end
      systems by making pertinent
      information available to managers
      throughout your enterprise.
 HR processes
    • Line managers' recurring administrative
      and planning tasks
    • Recruitment, annual employee
      interview, compensation planning
 Controlling processes
    • Control of cost and budget
      responsibilities
    • annual budget planning, budget
      monitoring, cost analysis, correction of
      postings (for example profit center).
 Integration
    • Task-and theme-oriented worksets




                                                 © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                               9
SAP Interactive Forms

 SAP Interactive Forms allows developers to
  create interactive forms that are integrated
  with business processes.
 Developers can design, implement, and
  distribute – and users can access and
  manipulate – SAP Interactive Forms from
  within or outside of SAP applications.
 Acting as a bridge between highly structured
  transaction data stored in SAP applications,
  such as SAP ERP and SAP CRM, and
  unstructured form-based information and
  processes, SAP Interactive Forms enables
  enterprises to improve data accuracy,
  eliminate redundant data and forms, and
  reduce operational costs.
 Deploying SAP Interactive Forms ultimately
  improves the speed with which enterprises
  can respond to changing customer needs
  and business objectives.




                                                 © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                             10
Summary – implementing paperless HR processes is worth it!


 Significant cost benefits due to simpler and automated paperless HR processes.
  Use of electronic personnel files and maintenance and is efficient
 Electronic personnel files result in simple and fast retrieval of up-to-date
  personnel data
 Fast and user-friendly web-access for the person requesting the files
 Compliance with data protection conditions and auditing reliability
 Integration with the IT systems and working procedures of your company
 For implementation of electronic personnel files the combination of SAP HCM
  and Enterprise Content Management expertise is essential
 Depending on scope, implementing paperless processes requires expertise in
  various areas: HR processes and change management, SAP Architecture,
  Adobe Interactive forms, SAP Enterprise portals, SAP HCM, Employee and
  Management Self Service, Records Management, project management and
  other product specific Enterprise Content Management solutions such as
  OpenText and Sitrion. Think smart, start wisely!




                                                                                   11
About Jan Kremer

       Bicycle   Capgemini    Challenges Coach
                             Collaborative
       Communication Consultant
        Creative Cultures Dutch E-Business
       Engineer Fun Honest Human resources

     International Jan Kremer Mobile
      Open minded Opinion People manager Positive
      Project manager PRINCE2 Rightshoring
     SAP Social networker Teamwork Trust Telecom
       Think Travel Web 2.0 Web applications


                                    © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
                                                                                                12
Paperless HR Processes with SAP

Trademarks and copyright
SAP and other SAP products and services are registered trademarks of SAP AG, Germany
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this
document serves informational purposes only.
The use of general descriptive names, registered names, trademarks, etc. in this publication does not imply, even in absence
of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for
general use.

© 2009 Jan Kremer. All rights are reserved. No part of this document may be modified, deleted or expanded by any process
or means without prior written approval from the author. Reproduction and distribution of this publication is allowed.
While every precaution has been taken in the preparation of this document, the author assumes no responsibility for errors or
omissions, or for damages resulting from the use of the information contained herein. The opinions expressed herein are
subject to change without notice.




                                                                                                                  Thank you!



                                                                                                         © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx

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Paperless HR Processes With SAP

  • 1. Paperless HR Processes with SAP Jan Kremer, 11 December 2009 © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx
  • 2. Contents  Business Drivers  Paperless HR SAP Portfolio  Customer Cases  Project examples  About © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 1
  • 3. Future HR paper documents only appear where this is strictly necessary • Efficiency and cost reduction are the main drivers on the HR agenda • Advanced technologies like internet, self-services, digital forms and signatures are introduced and make big efficiency-moves possible Situation • HR processes still use many physical documents and approvals, apart from the Employee and Manager Self Service scenario’s (ESS and MSS) already implemented • Paper flows in HR processes are time and space consuming, inefficient, costly and frustrating • Many early adapters have failed to achieve the supposed goals of ESS, MSS and e-Portal Complications implementations • HR managers are forced to start up effective cost reduction programs • Shared Service Centers appear less efficient than promised • HR processes are not transparent and are not uniformly applied: quality assurance, legal requirements and audits are difficult to fulfill • An integral approach on how HR processes can be made paperless by combining the expertise of Self Services, e-Forms and electronic personnel files • Through this approach, sustainable process improvements are achieved with cost Solution reductions, elimination of slack, reduction of through-put times and higher customer satisfaction • Compliance with data protection conditions and auditing reliability, important for HR, is taken into account while maximizing the amount of electronic evidence • This approach has been proven to be successful for many Dutch organizations © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 2
  • 4. SAP has a wide range of products enabling paperless HR processes Paperless HR Processes Themes Electronic ESS MSS E-Portals & E-Forms personnel files SAP Forms / SAP SAP HCM SAP RM Adobe Interactive SAP Portal Forms Components SAP Workflow SAP / OpenText Duet Employee Information Management Partner products Sitrion © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 3
  • 5. SAP EIM is first product showing integrated paperless process approach Manager & Employee Retrieval for HR Self Service professionals Capturing with Scan, Barcode, Mass import, email Employee Information Management Workflow, Guest User Processes, Follow Access Up, … Secure Deletion, Outbound Retention Documents Archiving Management © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 4
  • 6. All components in the HR service delivery framework Employees Managers HR Department Employee Portal Physical ESS E-Forms MSS documents Scan-soft & SAP HCM hardware Electronic personnel files Physical flow Digital flow Replace paper Use Self Services Use a pragmatic Scan as little as based evidence when possible, approach to the legally possible with electronic use E-forms when subject of digital documents necessary signatures © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 5
  • 7. Different business drivers makes clients choose different approaches. Client 1 Client 2 • Implemented SAP ESS/MSS scenario’s like absence, pay • Implemented 26 SAP ESS/MSS scenarios and forms in 64 slip, expenses countries like: Personal data, Incentives and Bonuses, • Workflow-driven mutation forms for managers and Performance evaluation, Leave request and Contractual employees (Visual Composer) change. • No need for physical signatures on mutation forms. Client 1 • Using SAP HCM and SAP Enterprise Portal decided workflow approval is enough • Success factors were proper blue printing, SAP Architect • Automated production of contract change letters, that still and development skills and a good international test team. require signatures • Challenges were SAP components like Enhancement • Making preparations for automated uploading in electronic Packages and Enterprise portal connections personnel files • Client 2 plans more scenario’s in the future reducing • Electronic personnel files are planned in the near future administrative costs. Client 3 Client 4 • Implemented electronic personnel files in SAP Records • In progress: currently 9 processes blue printed, Management to support the HR Shared Service Center development ongoing • Integrated SAP Records Management in SAP HCM to optimize processes and access management to electronic • Using SAP HCM and SAP Enterprise portal personnel files • Challenge: employee tasks executed by managers (in • Added barcodes to all outbound SAP HCM-letters for stores, no employee accounts available) automated uploading of incoming letters after signing and • Success factor: blue printing. It’s important to think scanning processes through before starting development. • Client 3 plans to implement ESS and MSS functionality in • Challenge: decision making, standardizing processes and 2010 change management • Client 4 plans more scenarios once this platform is well established and proven. © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 6
  • 8. Develop a basic platform for paperless HR processes ESS examples:  Time Management  Employee Search • Leave Request • Who’s Who (incl. • CATS Organizational Chart) • Time Statement • Change Office and Communication data • Time Correction  Payment  Work Environment • Equipment Repair • Salary Statement Request (Internal • Total Compensation Service Request) Statement • Equipment Card • Employment and Salary Verification  Travel Management  Personal Information • Travel planning • Expense Report • Address (incl. Emergency address) • Bank Information  ESS country-specific • Family scenarios Member/Dependent • Tax form reports • Personal Data • Pension reports • Localization Think smart, start wisely! © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 7
  • 9. Develop a common language such as a page and navigation structure Client 2 A Navigation Area B 1.Top level navigation 2. First level navigation 3. Second level navigation 4. Detailed Navigation (3&4 level navigation) Business Package: collection of objects for the enterprise portal C A. Role: corresponds to second first level of navigation (collection of worksets) B. Workset: corresponds to second level of navigation (collection of pages) C. Page: a collection of iViews that are to be displayed on the one page. D Selected page can also be called Work Area Pane for lower Pane for additional D. iView: the actual services that Content area: All content relevant information level navigation information display data from R/3 8 © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 8
  • 10. Add more complexity with for example MSS or forms Key functions MSS:  Empowers managers to execute human capital and finance management strategies for • budgeting, recruitment, compensation, and cost management • leverage HR and financial back-end systems by making pertinent information available to managers throughout your enterprise.  HR processes • Line managers' recurring administrative and planning tasks • Recruitment, annual employee interview, compensation planning  Controlling processes • Control of cost and budget responsibilities • annual budget planning, budget monitoring, cost analysis, correction of postings (for example profit center).  Integration • Task-and theme-oriented worksets © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 9
  • 11. SAP Interactive Forms  SAP Interactive Forms allows developers to create interactive forms that are integrated with business processes.  Developers can design, implement, and distribute – and users can access and manipulate – SAP Interactive Forms from within or outside of SAP applications.  Acting as a bridge between highly structured transaction data stored in SAP applications, such as SAP ERP and SAP CRM, and unstructured form-based information and processes, SAP Interactive Forms enables enterprises to improve data accuracy, eliminate redundant data and forms, and reduce operational costs.  Deploying SAP Interactive Forms ultimately improves the speed with which enterprises can respond to changing customer needs and business objectives. © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 10
  • 12. Summary – implementing paperless HR processes is worth it!  Significant cost benefits due to simpler and automated paperless HR processes. Use of electronic personnel files and maintenance and is efficient  Electronic personnel files result in simple and fast retrieval of up-to-date personnel data  Fast and user-friendly web-access for the person requesting the files  Compliance with data protection conditions and auditing reliability  Integration with the IT systems and working procedures of your company  For implementation of electronic personnel files the combination of SAP HCM and Enterprise Content Management expertise is essential  Depending on scope, implementing paperless processes requires expertise in various areas: HR processes and change management, SAP Architecture, Adobe Interactive forms, SAP Enterprise portals, SAP HCM, Employee and Management Self Service, Records Management, project management and other product specific Enterprise Content Management solutions such as OpenText and Sitrion. Think smart, start wisely! 11
  • 13. About Jan Kremer Bicycle Capgemini Challenges Coach Collaborative Communication Consultant Creative Cultures Dutch E-Business Engineer Fun Honest Human resources International Jan Kremer Mobile Open minded Opinion People manager Positive Project manager PRINCE2 Rightshoring SAP Social networker Teamwork Trust Telecom Think Travel Web 2.0 Web applications © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx 12
  • 14. Paperless HR Processes with SAP Trademarks and copyright SAP and other SAP products and services are registered trademarks of SAP AG, Germany All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. The use of general descriptive names, registered names, trademarks, etc. in this publication does not imply, even in absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. © 2009 Jan Kremer. All rights are reserved. No part of this document may be modified, deleted or expanded by any process or means without prior written approval from the author. Reproduction and distribution of this publication is allowed. While every precaution has been taken in the preparation of this document, the author assumes no responsibility for errors or omissions, or for damages resulting from the use of the information contained herein. The opinions expressed herein are subject to change without notice. Thank you! © 2009 – Jan Kremer - Paperless HR Processes with SAP v1-0.pptx