Reporting Options For HR And Payroll For SAP And SAP .
Reporting Options for HR and Payrollfor SAP and SAP SuccessFactors CustomersDanielle Larocca, SVP HCM Solutions, EPI-USE LabsSession ID # 82390May 7 – 9, 2019
About the SpeakersDanielle Larocca SVP HCM/EIM Solutions, EPI-USE Labs Best Selling Author, HR Executive, HCM Reporting Guru Life Philosophy: “Eat cake, life is short”
Key Outcomes/Objectives1. Understand the critical difference between reporting and analytics andhow it applies to SAP’s overall methodology of intelligence2. Learn about reporting options in SAP ERP HCM and Payroll includingtheir pros and cons, and how to access each one3. Explore reporting options in SAP SuccessFactors including their prosand cons and how to access each one4. Get best practice recommendations for SAP SuccessFactors hybridreporting5. Review People Analytics powered by SAP Analytics Cloud, the nextevolution of Intelligence in SAP SuccessFactors
Agenda SAP ERP HCM on-premise optionsSAP SuccessFactors optionsHybrid optionsPayroll reportingThe future of intelligence in SAP SuccessFactorsSummary
Talking about Reporting My first speaking engagement was at theASUG Conference in 1999 There was a very long stretch of timewhere there were no new majordevelopments on the reporting front Most HCM customers were using thesame set of toolsGraphics source sapinsider.com and asug.com.
Section 1SAP ERP HCM ON-PREMISE OPTIONS
SAP HCM On-Premise Reporting &Analytics OptionsFor a very long time, SAP ERP HCM On-Premise had onlyReporting solutions, including the infamous Ad Hoc Query andutilities like the Wage Type ReporterIn the late ‘90s, Business Warehouse (BW) became an optionfor HCM, and then SAP HCM On-Premise customers also had anAnalytics option
ReportingDEFINITIONROIReporting is theprocess oforganizing datainto informationalsummaries inorder to monitorhow differentareas of a businessare performingAchieved bydecreasing theeffort required todeliver data to theconsumerCRITICAL FORTodayROIFORMAT ListsROITablesBasic charts andgraphsAUDIENCESAMPLES List of employeeson leave andtheir expectedreturn dates Headcounts List of employeesROIsalaries,and theirlength of service,and performancescores Payroll Journal List of overtimeby department Termination list ManagersCenters ofExcellenceOperationalFunctionsROI
AnalyticsDEFINITIONROIAnalytics is theprocess ofexploring data andreports in order toextract meaningfulinsights that canbe used to betterunderstand andimprove businessperformanceAchieved byincreasing thebusiness valuederived from usingthe data in peopledecisionsCRITICAL FORTomorrow andbeyondROIROIFORMAT ChartsROIGraphsAnalysisAUDIENCESAMPLES Do we haveenough qualifiedpeople to fill thepositionsvacated by thebaby boomerswhenROItheyretire? What is ourrevenue peremployee? ManagersC SuiteLine of BusinessLeadersROI
SAP HCM On-Premise Reporting SolutionsOn-Premise HCMSAP Standard/HISCustom ABAPQuery Tools (Ad Hoc, etc.)QuickViewerWage Type ReporterPCP0SE16, SE16NThird-Party SolutionsSAP’s focus has traditionally been aroundReporting rather than Analytics.HR’s many compliance needs require the abilityto report across functions in the HR System,while the tools and utilities are often limited byfunctional area.
SAP Standard Delivered Reports SAP delivers hundreds of standard reports forthe HCM module Accessed via the General Report Selectionnavigation on the SAP Easy Access Menu Each functional area in SAP ERP HCM is listedby module
HIS (HR Information System) A visual object-based tool that allows you tolook at hierarchal data in your SAP system Not useful for printed reports in most cases,but allows for drilldown, on-screen viewing Also available in other modules, including:–––––Sales Information SystemPurchasing Information SystemInventory ControllingShop Floor Information SystemPlant Maintenance Information System
Custom Reports (ABAP, SAPscript, Etc.) Any report developed that requiresa trained programmer to insertcode into SAP to collectinformation, design output, andproduce a report Every company has at least ahandful of custom-coded reports Often created from scratch
SAP Query (Transaction Code SQ01) Basic report-writing tool to querybasic Master Data present oncore infotypes in SAP ERP HCM Offers a range of ways to defineoutput and create different typesof reports including:– Basic lists– Statistics– Ranked lists Many SAP Notes logged Data is limited – No Payroll orTime clusters, for example
Ad Hoc Query Simple, quick, one-time look-uputility for fast access to basic data “Quick and dirty” utility to accesscounts and simple basic lists Limited functionality Many SAP Notes logged Data is limited – No Payroll or Timeclusters, for example Known as the InfoSet Query whenused for modules other than HCM
SAP HCM On-Premise Reporting Pros and ConsSAP QueryAd Hoc QueryRobust, non-technical tool for basic, statistical, and ranked listSingle-use look-up utilityRobust, non-technical tool for basic, statistical, and ranked listsBasic end-user tool with a single-screen WYSIWYG approachGraphical or Standard formatStandard formatRobust reports including subtotals, sorts, colors, graphics, andcalculations that can be scheduledBasic lists onlyHundreds of SAP Notes loggedHundreds of SAP Notes loggedCan be linked to transaction codes, MSS, email, etc.Has to be converted from an Ad Hoc Query to an SAP Query inorder for additional useDesigned as a report creation toolDesigned with basic users in mind (like an SE16 table look-up)No new development plannedNo new development planned
Use Caution with SAP Query or Ad Hoc Query The tools have not been enhanced sinceversion SAP R/3 4.6C in April 2001 SAP’s current commitment is foranalytics and to further developintelligent solutions like PeopleAnalytics and SAP Analytics Cloud Many SAP Notes for bothAd Hoc Query and SAP QueryGraphics source sap.com.
QuickViewer Another simple, quick, one-timelook-up utility for fast access tobasic data Create WYSIWYG views of datacalled QuickViews QuickViews are not reports thatcan be exchanged among users You can, however, convertQuickViews to reports to be usedwith SAP Query
Wage Type Reporter Transaction CodePC00 M99 CLGA09 Evaluates wage types from thepayroll results for a selected period This is data from tables RT (ResultsTable) and WPBP (Work Place BasicPay) for the payroll results. Othertables and data from infotypes arenot evaluated. Tax Reporter
PCP0 View Posting Documents Transaction Code PCP0 The PCP0 (Process posting run)T-Code provides an overview of alldocuments created during theposting run The standard variant for the display ofposting runs filters via the status of theposting runs and only displays such runswhose status is in some way “Open”
SE16 General Table Display Transaction Code SE16 Direct single table reads Development tool not intended tobe utilized as a general purposetable query tool for all users Tools ABAP Workbench Overview Data Browser No security
SE16N Data Browser Transaction Code SE16N Direct single table reads launched aspart of SAP Enjoy! (easier UX) Development Tool not intended tobe utilized as a general purpose tablequery tool for all users Tools ABAP Workbench Overview Data Browser No security
SAP HCM On-Premise Reporting Pros and ConsSolution/UtilityPrimary functionAccessed viaProsConsSAP pre-deliveredreports SAP delivers hundredsof standard reports forthe HCM module for itscustomers. Each functional area inSAP ERP HCM is listedby module and all of theavailable standardreports are included.SAP Easy Access Menu Human Resources Information System Reports A great place to check tosee if a report exists beforebuilding a new one. Updated by SAP regularly, itincludes government andregulatory standards bycountry.Not designed to beedited; it assumesstandard field mappingsand data load.HR InformationSystem (HIS)A visual object-based toolthat allows you to look athierarchal data in yourSAP system.SAP Easy Access Menu Human Resources Information System Reporting Tools HISGraphical representations ofdata in drill-down format.Limited data; it does notoffer printing orformatting options.
SAP HCM On-Premise Reporting Pros and ConsSolution/UtilityPrimary functionAccessed viaProsConsCustom-codedreports (e.g. ABAPand SAPscript)Any customized reportthat requires a trainedprogrammer to insertcode into the SAPsystem to collectinformation, designoutput, and produce areport.Transaction codeSE38 or ABAPeditor; this requiresdeveloper access.Can pull data from any structurewithin an SAP system.Requires programmers,hard-coded security, dataretrieval, manual updateseach time the system ischanged, and additionalcost and time to produceand maintain. Also has ahigher risk of error.QuickViewerA simple, quick,one-time look-up utilityfor fast access to basicdata.Transaction codeSE38Very easy to use.It offers limitedfunctionality, hundreds ofSAP Notes logged, noupdates are planned (andit has not been updatedsince version 4.6C), and itdoesn’t offer access topayroll or time results.
SAP HCM On-Premise Reporting Pros and ConsSolution/UtilityPrimary functionAccessed viaProsConsAd Hoc QueryAs a simple, quick,one-time look-up utilityfor fast access to basicdata, including countsand simple lists.SAP Easy AccessMenu HumanResources InformationSystem Reporting Tools Ad Hoc QueryVery easy to use.It offers limitedfunctionality, hundreds ofSAP Notes logged, noupdates are planned (andit has not been updatedsince version 4.6C), and itdoesn’t offer access topayroll or time results.SAP QueryA simple reportcreation utility for fastaccess to basic data,including counts,calculations, and basicstatistical and rankedlists.SAP Easy AccessMenu HumanResources InformationSystem Reporting Tools SAP QueryVery easy to use.It offers limitedfunctionality, hundreds ofSAP Notes logged, noupdates are planned (andit has not been updatedsince version 4.6C), and itdoesn’t offer access topayroll or time results.
SAP HCM On-Premise Reporting Pros and ConsSolution/UtilityPrimary functionAccessed viaProsConsTransaction codePCP0 Displayposting runsAs a simple, quick, onetime look-up utility forfast access to basic data,including counts andsimple lists.SAP Easy AccessMenu HumanResources InformationSystem Reporting Tools Ad Hoc QueryVery easy to use.It offers limitedfunctionality, hundreds ofSAP Notes logged, noupdates are planned (andit has not been updatedsince version 4.6C), and itdoesn’t offer access topayroll or time results.Transaction codeSE16 Data BrowserGeneral purposedatabase table inquiryutility.Transaction codeSE16Offers unfiltered access to anytable.No default security isoffered, and fields aredisplayed with technicalnames.Transaction codeSE16N DataBrowser NewGeneral purposedatabase table inquiryutility.Transaction codeSE16NOffers unfiltered access to anytable.No default security; fieldsare displayed withtechnical names.
SAP HCM On-Premise Reporting Pros and ConsSolution/UtilityPrimary functionAccessed viaProsConsWage TypeReporterA utility that allowsaccess to payroll andtime results data fromthe clusters.Transaction codePC00 M99 CLGA09 Evaluates wage types from thepayroll results for a selectedperiod. This data is from tables RT(Results Table) and WPBP (WorkPlace Basic Pay) for the payrollresults. Other tables and datafrom infotypes are not evaluated.Does not provide accessto traditional data, onlythe wage type results.Third-PartyVendorsA single utility toprovide access to allHCM HR and Payrolldata in real time insideof SAPA transaction codein SAP Requires a separateinvestment.All of the data in a single tool.Data is live inside SAP.Data is protected by SAP Security.Data output can come in variousoutputs. Data output can includecalculations, formatting, andadvanced automated distribution
Recommendation for SAP ReportingSAP SuccessFactors’ then CEO wasasked at the 2016 annualSuccessConnect conference:“What should we do for onpremise SAP HCM reporting untilwe move to SuccessFactors?”His answer was “ continuebusiness as usual”, advising thatno new solutions were plannedfor on-premise HCM customers.Stop using multiple solutions Microsoft Excel or Access that have somuch room for error and risk, andleverage an SAP certified third-partysolution for SAP HCM reporting
SAP Certified Solutions Directory Because of the challenge forcustomers, a popular option is touse a third-party solution There are many vendors offeringsolutions for reporting Many come equipped withpre-delivered reports that work acrossthe key business processes SAP certification of the solution is a requirement. To find certifiedvendors, visit the official SAP directoryGraphics source sap.com.
SAP HCM On-Premise Analytics SolutionsOn-Premise HCMBW Business IntelligenceMicrosoft Excel & AccessThird-PartyBW was SAP’s first foray into Analytics,providing customers with the first opportunityto take a strategic look at their data.Microsoft Excel and Access are also popularfor offline analysis of data.
Business Intelligence (BW) Business Intelligence facilitatesthe process of retrieving,evaluating, and formattinginformation An offline repository fed withdata from various sources Learn more hereGraphics source sap.com.
Third-Party Analytics Many customers use MicrosoftExcel or Microsoft Access to workwith their collected data offline An offline repository fed with datafrom various sources It is important to note that thedata is no longer covered by SAPsecurity once it exits the SAPsystemGraphics source Google Images.
SAP HCM On-Premise Reporting Pros and ConsSolution/UtilityPrimary functionAccessed viaProsConsSAP BusinessWarehouse (BW)BusinessIntelligence (BI)(BOBJ)SAP’s first foray intoanalytics. Offline datawarehouse runs onindustry-standardRDBMS and SAP's HANAin-memory DBMS.Launch via desktopshortcut.Can be used to analyze datafrom various functional
for HCM, and then SAP HCM On-Premise customers also had an Analytics option SAP HCM On-Premise Reporting & Analytics Options. ROI ROI ROI ROI Reporting is the . extract meaningful insights that can be used to better understand and improve business performance Achieved by increasing the business value
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