2/26/2016

TheSuccessFactorsEmployeeCentralPositionMa...|SCN

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SAPERPHumanCapitalManagement(SAPERPHCM)

TheSuccessFactorsEmployeeCentralPosition
Managementfeature
PostedbyLukeMarsoninSAPERPHumanCapitalManagement(SAPERPHCM)onMar12,2015
3:16:40PM
4

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InmypreviousSuccessFactorsEmployeeCentralblogs,Ihaddiscussedthe OrganizationStructureand Pay

Structure.ThethirdelementtomanagingtheenterpriseisthePositionobjectandthePositionManagementfeature.In
thisblog,IwillprovideanoverviewofthePositionobjectandhowitworksinEmployeeCentral,aswellascoverthe
PositionManagementfeatureandhowitimpactsorganizationalmanagement.Inaddition,wewilllookatsomeofthe
standardreportingoptionsandintegrationpoints.

SAPprovideaverydetailedPositionManagementhandbookonSAPServiceMarketplace(Suserrequired)thatI
recommendreadingifyouwanttolearnthefulldetailsofPositionManagement,sinceitcontainsthewealthof
informationonthePositionobject,usingandconfiguringPositionManagement,andthesystembehaviorforthe
variousscenariosofPositionManagement.SincethisinformationisreadilyaccessibletoSAPcustomersIwillnot
repeatanyofthedetailsprovidedinthehandbook.Inaddition,IwillnotbecoveringMetadataFrameworkspecific
featuressuchaspermissionsorcreatingscenariobasedworkflows.

Aquicknoteabouthyperlinksinthisblog
PleasenotethatthroughoutthisblogtherearemanyreferencestohandbooksandimplementationguidesonSAP
ServiceMarketplace.SinceSAPareregularlyupdatingandmodifyinghandbooksandimplementationguidesto
includethelatestfeaturesandreleasesthenoverthecourseofthelifetimeofthisblogsomelinksmaychange.
WhereverIhavereferencedahandbookorimplementationguideIhavealsoincludedalinktoitsparentfolderwith
thetextSAPServiceMarketplace,whichshouldchangelessfrequency.Pleaseletmeknowifyoufindanybroken
links!NowletstakealookatthePositionobject.

Positionobject
ThePositionobjectisaGenericObject,meaningthatitisbuiltandconfiguredinthe MetadataFramework.This
bringsmanybenefits,suchas:

EasyconfigurationofthePositionobjectfields
Creationofrulestomeetavarietyofscenarios
Scenariobasedworkflow
Rulebaseddatapropagation
AutocreationofPositionCode
Showingpendingworkflowdataornot
Associationswithotherobjects
Robust,granular,andstructuralbasedsecurityoptions

Variousfunctionsareprovidedinthe RulesEnginesothatrulescanbebuilttoqueryPositionsandtheir
incumbents,suchasGetIncumbentbyPosition,GetNextAvailableManagerByPositionandGetNumberOfChild
Positions.TheRulesEnginecanalsobeusedtocreaterulestotriggerdifferentworkflowsbasedondifferent
scenarios,suchasapprovingchangestopositionsthathaveorareaboveacertainlevelofgradeorapprovinga
changeinToBeHiredstatus.

AstandardPositionobjectdefinitionisprovided,whichacustomercanadapttotheirownneedsusingthestandard
MetadataFrameworkfunctionality.Thisobjectdefinitioncanbeseeninthescreenshotbelow:

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PositionsareassignedtoanemployeeinJobInformation,abovetheOrganizationStructuresection.Ifconfigured,the
PositionEntryDateandTimeinPositionfieldsarealsodisplayed.ThescreenshotbelowshowsaPositionassignedto
anemployee:

PositionscanhaveaparentPosition,sothatatreestructurecanbecreatedandvisualizedinthePositionOrgChart.
ThisisknownasthePositionHierarchy.ThePositionHierarchyinthePositionOrgChartcanbeseenbelow:

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PositionManagement
PositionManagementprovidesstandardandconfigurablebehaviorinthesystemtomanagepositionsacrossthe
enterprise.WhileacustomerdoesnotneedtousePositionManagementinordertousethePositionobject,itdoes
providemanyfeaturesandbenefits.

LetstakealookatsomeofthekeyfeaturesprovidedinPositionManagementandthenatsomeofthegeneral
configurationsettings.

SharedPositions
EmployeeCentralsupportssharingofpositionsbyoneormoreemployees.Thismustbesetforeachsharedposition
individuallybysettingtheMultipleIncumbentsallowedfieldvaluetoYes.

CapacityControl
CapacityControlenablestheFTEoftheincumbent(s)ofapositiontonotexceedtheFTEvaluedefinedforthe
Position.Thisfeatureisparticularlyusefulforretainingstableheadcountsandforbudgeting.

ThesystemcheckstheFTEvalueoftheincumbent(s)againsttheFTEvalueofthePositioninthefollowingscenarios:

1.DuringtheNewHiretransaction
2.AnewPositionisassignedtoanemployeeortheFTEofanemployeeischanged
3.TheFTEvalueofthePositionofanemployeeischanged
4.EitherthePositionortheemployeesFTEvalueischangedonanhistoricalJobInformationrecord
5.DuringaPositiontransferorPositionreclassificationtakesplacesandthesystemsearchesforasuitable
position

ThismustbesetforeachpositionbysettingtheCapacitycontrolledfieldvaluetoYesanddefiningavalueforthe
TargetCapacity(FTE)field.

MatrixRelationships
AnemployeesJobRelationshipscanbeinheritedfromaPositionwhenthePositionisassignedtotheemployee.On
thePositionthesearecalledMatrixRelationships.TheholderofeachPositiondefinedundertheMatrixRelationships
sectionofaPositionwillbesynchronizedtoanemployeesJobRelationships.

ThisenablesPositionbasedJobRelationshipstobemaintainedonPositionsratherthanindividuallyforeach
employeeandthusenablesconsistencyacrosstheenterprise.Italsoenablesadditionalpermissioningforincumbents
ofPositionsthataredefinedasMatrixRelationshipsofanotherPositions.

FormoredetailsontheexactbehaviorofMatrixRelationshipassignments,pleaseseetheMatrixRelationships
sectionofthePositionManagementhandbookonSAPServiceMarketplace.

PositionTypes
TheTypefieldcanbeusedtoidentifydifferenttypesofpositions,forwhichstandardsystembehaviorcanbemodified.
ThesystemcomeswithtwostandardPositionTypes(RegularandSharedPosition),butcustomPositionTypescanbe
createdintheManageDataUI.

Thisfeatureisparticularlyusefulifcertaintypesorgroupsofpositionsrequiredifferenttypesofchangestoothertypes
orgroupsofpositions.Forexample,sharedpositionsmayrequiredifferenttypesofmanagerreassignmentifthe
managerleavestheparentposition,sincethetwoincumbentsmayhavedifferentmanagersormatrixmanagers.

TherearethreetypesofsystembehaviorthatcanbemodifiedforeachPositionType:

1.TriggeraworkflowforchangestoanemployeesJobInformationthatchangeaPositionandifthosePosition
changesneedtobesynchronizedtooneormoreincumbents
2.Whenamanagerleavestheirposition,determinetowhichemployeethedirectreportsofthemanagershould
reportto
3.IfthePositionHierarchyischanged,specifyhowthereportinglineshouldchange

Inaddition,rulescanbesetupsothattheyrespectthePositionTypeandcouldthereforedrivedifferentbehaviorin
datasynchronization,workflowtriggering,etc.

ThescreenshotbelowshowsthesettingsforaPositionType:

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Formoredetailsontheavailablesettings,pleaseseethePositionTypessectionofthePositionManagement
handbookonSAPServiceMarketplace.

RighttoReturn
OnthePosition,itcanbedeterminedwhetheranemployeewhogoesonaGlobalAssignmentoraLeaveofAbsence
hastherighttoreturntothatPosition.ThisfeaturecanonlybeusedifTimeOffand/orGlobalAssignmentsareusedin
thesystem.Thefeatureisbasedontworulesthatareusedtodetermine:

1.IftheincumbentremainsintheirPositionwhileonGlobalAssignment/LeaveofAbsence
2.IftheincumbentcanreturntotheirPositionwhentheGlobalAssignment/LeaveofAbsenceends

RighttoReturnisalsovisualizedonthePositionOrgChart.

FormoredetailsontheexactbehaviorofRighttoReturnandtheavailablesettings,pleaseseetheRighttoReturn
sectionofthePositionManagementhandbookonSAPServiceMarketplace.

PositionTransferorPositionReclassification
WhenaPositionTransferorPositionReclassificationtakesplace,informationmaintainedontheJobInformationfor
anemployeewillbesynchronizedtothePositionobjectassignedtotheemployee.Thefieldsthataresynchronized
aredefinedbyarulethatcanbeassignedinPositionManagementSettingsinthefieldRuleforSynchronizing
PositionafterJobInformationChange.

InmostcasesthesystemdeterminesaPositionTransferasachangeofmanagerforanemployee,althoughinthe
caseofapromotionanemployeewouldmovetoanewpositionwithoutachangetotheexistingposition.Thesystem
determinesaPositionReclassificationaschangestoanemployeesJobInformationbyamanager.Theseare
technicallydefinedontherelevantEventReasonFoundationObjectsbysettingthevalueoftheFollowUpActivityon
PositionfieldtoeitherPositionReclassificationorPositionTransfer.

WhenaPositionTransfertakesplace,thesystemsearchesforapositionundertheemployeesmanagersPosition
thathastheTobehiredfieldvaluesettoYesandassignstheemployeetothisPosition.IfnoPositionisfoundthena
newPositioniscreatedandtheemployeeisassignedtoit.ThePositionsFTEvaluewillbetakenfromtheemployees
FTEfield.TheTobehiredfieldvalueoftheoldPositionremainsasNoandtheTobehiredfieldvalueofthenew
PositionissettoYes.Inaddition,directreportsoftheemployeearetransferredtotheemployeesoldmanager.

WhenaPositionReclassificationtakesplace,thesystemchangesthePositionoftheemployeeaspertherule
assignedinPositionManagementSettings.Inthecaseofasharedpositionthesystemwillperformapositiontransfer
instead.

ThesystemcanbechangedsothatitdoesnotsearchforanewPosition.ThisisdonebysettingtheSearchfor
PositioninPositionTransferfieldvaluetoNoinPositionManagementSettings.

DataPropagationandSynchronization
AlthoughEmployeeCentralsupportspropagationofdatatoorfromthePositionobject,PositionManagementcan
definespecificdatapropagationrulesforcertainPositionManagementscenariossothatobjectsandemployeedata
canbekeptsynchronizedwhenchangesaremade.Therearethreescenarioswheredatapropagationisused:

1.PropagatingJobClassificationdatatoaPositionwhenaJobClassificationisassignedtoorchangedfora
Position
2.PropagatingPositiondatatoanemployeesJobInformationwhenaPositionisassignedortheemployees
assignedPositionischanged
3.PropagatingJobInformationtoaPositioninthechaseofaPositionTransferorPositionReclassification

RulesareusedtodeterminewhichfieldsaretobepropagatedandtheserulesareassignedinthePosition
Managementsettings.ForpropagationofJobClassificationdatatoPositionmanyofmyclientstypicallypropagate
datasuchasJobTitle,JobLevel,EmployeeClass,organizationaldata(i.e.CompanyandDepartment),andFTE.

Futuredatedpropagation(calledForwardPropagation)isastandardfeatureofthesystemandistypicallyusedfor
RighttoReturn.

ConfigurationSettings
Therearevariousconfigurationsettingsinthesystemthatdeterminetheoverallbehaviorofthesystemandthushow

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PositionManagementworks.Someofthesearerelatedtothefeaturesthatwerediscussedabove.These
configurationsettingsareaccessedinOneAdmininEmployeeFiles>PositionManagementSettings.Theuser
interfaceofPositionManagementSettingsissplitinto5tabs:

1.General
2.HierarchyAdaptation
3.Synchronization
4.UICustomizing
5.RightToReturn

TheGeneraltabiswherethefollowingtypesoffeaturesareconfigured:

WhetherPositionTypesareused
HowtheToBeHiredfieldshouldbehaveduringassignmentandunassignmentofanemployeetoaPosition
HowanemployeesPositionassignmentshouldbevalidated(formultipleincumbentsandcapacitycontrol)
whenemployeedataisimportedviaaJobInformationimport
IfthePositioncodeshouldbeautomaticallygenerated

TheGeneraltabcanbeseeninthescreenshotsbelow:

TheHierarchyAdaptationtabdefineswhichhierarchyPositionHierarchy,ReportingHierarchy,orneitherthe
systemleadswith.Thismeansthattheotherhierarchyisadapterbasedonchangestothathierarchy.Forexample,
JohnSmithmovestoavacantPositionthathas3directreportsandsothemanagerofthenewemployeeswillchange
toJohnSmith.Alsointhistab,thebehaviorofthehierarchiesduringaPositionImportandJobInformationimportcan
bedefined.

TheSynchronizationtabdeterminesthebehaviorofthesystemwhensynchronizingdatafromaPositiontoan
employeesJobInformation,andviceversa.Thisincludestherulesfordefiningfieldsusedinsynchronizationof
PositiontoanemployeesJobInformationandviceversa,aswellaswhetheraPositionissearchedfora
reclassificationortransferofaPositionandwhichareaoftheorganizationshouldbeusedforretainingastable
headcount.

TheUICustomizingtabdefines:

TheruleusedtospecifywhichfieldsofaPositionthatarecopiedtoanewPositionwhenoneiscreatedinthe
PositionOrgChart
InMSS,whetherthelistofPositionsshouldbefilteredbyCompany
WhethertodisplaythePositionsUnderEmployeefieldintheNewHirescreen,JobInformationscreeninMSS,
andintheHistoryscreen

TheRightToReturntabdeterminestherulesandeventreasonsthatdefinesthebehavioroftheRighttoReturn
feature.

PositionProfilesinJobProfileBuilder
JobProfileBuilderenablesJobProfilestobecreatedforPositionobjectsandnotjustRoles.Thesecanthenbeused
increatingrequisitionsorinskillsmanagement.ItmakesalotofsensetohaveJobProfilesforPositionobjects,since
manyorganizationswillhavesomepositionshavespecificcompetencies,skills,orotherrequirementsthatareunique
tothatinstanceofaposition.Regionalorcountryspecificpositionsareagreatexampleofwherelocalskillsor
qualificationscanbeneededforwhatisotherwisethesamepositionacrosseachregionorcountry.

ThescreenshotbelowshowsallofthePositionobjectsassignedtotheMaintenanceManagerRole:

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ThescreenshotbelowshowsskillsmappedtoaPositionobject:

ThescreenshotbelowshowsaJobProfileforaPositionobject:

Reporting
SuccessFactorsofferstwotypesofreportingforEmployeeCentralthatcanbeusedtoreportonPositions:

DetailedReporting
EmployeeCentralAdvancedReporting

DetailedReportingprovidesreportingcapabilitiesforMetadataFrameworkobjects,whichofcourseincludesthe
Positionobject.ThroughthisreportingtypeuserscanbuildreportsusinganyarrayoffieldsonaPosition.Inaddition,
thecalculationcapabilitieswithDetailedReportingcanbeusedtoperformfunctionssuchasdataaggregationor
if/then/elsestatements.

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EmployeeCentralAdvancedReportingprovidesover70outoftheboxreportsthatcustomerscanuseorreuseas
templatesfortheirownreports.ItistechnicallyasubcomponentofDetailedReporting.Threeexistthatcanbeused
forPositionManagementreportingpurposes:

PositionOverview
PositionDetails
DisparitiesbetweenReportingLineandPositionHierarchy

ThePositionOverviewreportprovidesalistofallpositionsinthecompanywiththepredefinedpositionfields,suchas
Name,Code,Status,StartDate,EndDate,JobCode,JobLevel,EmployeeClass,Company,BusinessUnit,
Department,etc.Ascreenshotofthisreportcanbeseenbelow:

ThePositionDetailsreportisamoredetailedversionofthePositionOverviewreport,andthusprovidesamore
detailedoverviewofallpositionsinthecompany.ItdisplaysallfieldsshowninthePositionOverview,alongwith
detailsoftheincumbentlikeFirstName,LastName,PersonID,EmploymentStatus,FTE,etc.Ascreenshotofthis
reportcanbeseenbelow:

TheDisparitiesbetweenReportingLineandPositionHierarchyreportidentifiesanydifferencesbetweenthereporting
line(thereportingManagerwhomanemployeereportsto)andthepositionhierarchy(apositiontopositionreporting
structure).Itlistsallpositionswiththeincumbent,theincumbentsmanager,theincumbentsmanagerspositionand
theparentpositionoftheincumbentsposition.Anydifferencesbetweentheincumbentsmanagerspositionandthe
incumbentspositionsparentpositionarehighlightedintheDiscrepancycolumnwithadescriptionofthediscrepancy
intheCommentcolumn.

Inaddition,PositionscanbeshowninreportsmadeonemployeedatainAdHocReporting.TheJobInformation
(DateRange)domainenablesreportstobecreatedusingdatafromJobInformation(e.g.PositionorPositionEntry
Datefields)aswellasallfieldsofthePositionobjectthatanemployeeisassignedto.However,AdhocReportingis
nottheoptimalsolutionforreportingonPositionobjectdataanditisnotrecommendedtouseitforPositionreporting.

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Integrations
ThePositionobjectisintegratedwithbothRecruitingManagementandSuccessionPlanning.Additionally,the
SuccessFactorsODataAPIenablesPositionobjectdatatobeintegratedwithothersystems.

RecruitingManagement
NaturallythereisintegrationwithRecruitingManagement,asonemightexpect.Requisitionscanbecreated(forboth
currentdateandforafuturedate)fromPositionobjectsinthePositionOrgChart,withanassignedrequisitionvisible
onthePositioninthePositionOrgChart(bothforcurrentandfuturedatedrequisitions)andnavigationtothe
requisitionispossible.AcandidatecanbeautomaticallyassignedtothePositionintherequisitioninthePending
HirestransactioninEmployeeCentral.

TheRulesEngineofferstwofunctions:theabilitytoderivearequisitiontemplatetobeusedforthePositionobjectand
theabilitytodefinefieldmappingbetweenthePositionobjectandthenewrequisition.

TheflowdiagrambelowtakenfromthePositionManagementhandbookshowstheflowoftheRecruiting
Managementintegration.

MoredetailscanbefoundinthePositionManagementhandbookonSAPServiceMarketplace.

SuccessionPlanning
ForPositionbasedsuccessionplanning,SuccessioncanleveragethePositionobjectfromMDFandsharethesame
PositionOrgChartthatisseeninCompanyInfo.Thischangesthewaythatvarioussuccessionplanningprocesses
keyofftheJobCodewhennotleveragingtheMDFpositionobjectthenthepositionincumbentsjobcodedrives
successionplanningprocesseswhilewiththeMDFpositionobjectthepositionsjobcodedrivessuccessionplanning
processes.

MoredetailscanbefoundintheSuccessionPlanningw/MDFPositionsimplementationguideonSAPService
Marketplace.

JobProfileBuilder
Asmentionedabove,PositionobjectsareintegratedintoJobProfileBuildertoenableJobProfilestobecreated
specificallyforpositions.

Integrationwithexternalsystems
TheSuccessFactorsODataAPIenablesquery,insert,update,andupsertofGenericObjectdata,includingPosition
objectdata.Dataisnotdeleted,ratheritwouldbedatedelimited.ThisenablesPositiondatatobeintegratedwithany
system,solongasthesystemormiddlewaresupportstheODataprotocol.

ExposureofaGenericObjectviatheODataAPIcanbecontrolledontheGenericObjectsobjectdefinitionbysetting
theappropriatevalue(Editable,ReadOnlyorNotVisible)oftheAPIVisibilityfield.

MoredetailscanbefoundintheMetadataFrameworkimplementationguideonSAPServiceMarketplaceandthe
HCMSuiteODataAPIUserGuideonhelp.sap.com/cloud4hr.

HowdoesthisallcomparetoSAPERPHCM?
InSAPERPHCMthepositionisamandatoryobjectthatlikeinEmployeeCentralcanbeindependentofaJob.
However,PositionManagementinEmployeeCentraladdsasignificantwealthoffunctionalitythatIhavenotyetseen
usedsignificantlyinSAPERPHCM.Featuressuchaspositioncontrol,positiontypes,positiontransfersand
reclassifications,andmatrixrelationshipsaddsignificantvaluetothesystem.ThePositionobjectisalsomuchmore
flexiblethaninSAPERPHCM,socustomerscandefinefieldsandrulesforthePositionobject,aswellasconfigure
settingsandcreaterulestodefinehowthesystembehavesincertainemployeelifecyclescenarios.

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SAPERPHCMcustomersshouldfindthatPositionManagementismuchmorerobustinEmployeeCentralthanthey
mightbeusedtoinSAPERPHCMandthereforehavemuchmorecontrolofhowthesystembehavesinrelationto
howPositionsaremanagedwithintheirorganization.ThiswouldcertainlybeabenefittomostoftheSAPERPHCM
customersIhavecomeacrossinmycareer.

Roadmap
SAParecommittedtocontinuedenhancementsforPositionManagement.Intheb1508releasetheyareplanningto
introducemasschangesfunctionalityforpositionsandincumbents(focusedonorganizationalentitiesthatneedtobe
appliedinpositionsandjobinformation)andaddingPayRangesandrelatedattributestothePositionobject
definition.Theimagebelowshowssomeofthepublicroadmapitemsthathaverecentlybeendeliveredandare
plannedoverthenext6and612months.

IalsounderstandthatSAPareconsideringtobuildamorerobustpositionbudgetingmodulethatislikelytobecalled
OperationalWorkforcePlanning,althoughthisisnotacommitmentbySAPandtheusualdisclaimerappliesthatthis
mayneverbereleasedandthatyoushouldalwaysmakeplansbasedonexistingfunctionalityonly

Summary
PositionManagementprovidesflexible,configurable,androbustfunctionalitytomanagePositionswithinthe
organizationandmaintainstablepositionheadcounts(andthereforebudgets),aswellprovideawealthoffunctionality
tosupportpositionassignmentsandpropagateorganizationinformationtoemployeerecords.Itenablesjob
classificationstoactasthesourceofpositionsandforpositionstoinfluencemanagerandmatrixrelationship
assignments.PositionManagementisanimportantpartofSuccessFactorsEmployeeCentralandwillbefurther
enhancedinfuturetoprovideadditionalfunctionalityandvaluetocustomers.

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Categories:CorePersonnelAdministrationandOrganizationalManagement,CorePersonnelDevelopmentand
PerformanceManagement,SFIntegrationHCMSuite,SFEmployeeCentral&ECPayroll
Products:sap_erecruitingTasks:integrationTags:sapmentor,hcm,successfactors,human_capital_management,hr,rules,
consulting,talent_management,talent,orgchart,position,recruiting,budgeting,succession_planning,successionplanning,erecruting,
recruitment,employee_central,organization_structure,succession,employeecentral,fte,erecruitment,fte_headcount,
metadata_framework,job_profile,recruiting_management,position_management,position_control

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43Comments
JarretPazahanickMar12,20153:21PM

GreatjobwiththisLuke.
Like(1)

MuruganNatarajanMar12,20153:40PM

ExcellentarticleontheSAPSFPositionManagement.Goodtoseeallthe
highleveldetailsinoneclick.ThanksforsharingthisLuke.
Like(1)

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