Reporting in OM in SAP HCM

Organizational Management (OM) in SAP HCM is responsible for managing an organization’s structure, including positions, jobs, and organizational units. Reporting in OM allows you to generate insights into your organizational structure, employee assignments, and more. In this tutorial, we will explore the process of creating reports in OM, providing real-world examples to help you understand the practical use of these reports.

1. Introduction to Reporting in OM

Reporting in OM helps HR managers and other stakeholders in the organization analyze and manage the organizational structure efficiently. SAP provides standard reports for Organizational Management, but you can also customize reports based on specific requirements.

Key Areas of OM Reporting:

• Organizational Structure Reports: These reports display information about the entire organizational structure, including departments, positions, and jobs.
• Employee Assignment Reports: These reports show the employee’s assignment to positions and organizational units.
• Position Hierarchy Reports: These reports help visualize the hierarchy of positions within the organization.

2. Standard Reports in OM

SAP provides several standard reports in Organizational Management to analyze the organizational structure. These reports can be run through transaction codes in the SAP GUI. Some commonly used standard reports in OM include:

• OOSP (Organizational Structure Report): Displays the entire organizational structure with positions, jobs, and organizational units.
• PPOME (Display Organizational Plan): Allows you to view and generate reports on the organizational structure.
• PO13 (Display Position): Displays a specific position’s details, including the job description, organizational unit, and employee assignments.
• PO03 (Display Organizational Unit): Allows you to display and report on a specific organizational unit.

3. Running Reports in OM

Let’s look at how to run a standard report in OM using SAP GUI. In this example, we will run the "OOSP" report to display the organizational structure.

3.1. Steps to Run the OOSP Report

Follow these steps to generate the OOSP report:

1. Log in to SAP GUI.
2. Navigate to the transaction code field and enter OOSP (Organizational Structure Report).
3. Click "Enter" to open the report selection screen.
4. Enter the relevant selection criteria, such as the organizational unit or position type you want to report on.
5. Click "Execute" (F8) to run the report.

Real-World Example: A company wants to generate a report to display the structure of its HR department. The HR manager runs the OOSP report and selects the organizational unit “HR Department” to see the positions, jobs, and employees assigned to the department. The report helps the HR manager understand the team structure and identify any gaps in staffing.

4. Customizing Reports in OM

While standard reports are useful, organizations often require customized reports based on specific business needs. SAP allows you to create custom reports in OM using the following tools:

• Ad Hoc Query: A tool that enables users to create simple, flexible reports without technical knowledge. You can define the selection criteria and output fields based on your needs.
• ABAP Reports: Custom reports can be developed using ABAP programming for more complex requirements.

4.1. Creating an Ad Hoc Query Report

The Ad Hoc Query tool allows HR users to create custom reports easily. Let’s go through the steps to create an ad hoc query report that shows employee assignments to positions.

1. Go to the SAP Easy Access screen.
2. Navigate to Human Resources > Information System > Ad Hoc Query.
3. Select the "Create" button to start a new query.
4. Choose the Infotype you want to report on, such as “Employee Assignment” (IT0001) or "Position Assignment" (IT0002).
5. Define the fields you want to include in the report, such as employee name, position, and organizational unit.
6. Set up the selection criteria (e.g., department, position type, or date range).
7. Click "Execute" to generate the report.

Real-World Example: An HR administrator wants to generate a report showing all employees assigned to managerial positions in the company. Using the Ad Hoc Query tool, the administrator selects the "Position" field, sets the selection criteria to "Manager," and generates the report. This allows the HR department to see all employees holding managerial roles.

5. Reporting on Position Hierarchy

In Organizational Management, position hierarchy reports are used to visualize the relationships between positions in an organization. These reports help HR professionals analyze the reporting structure, identify vacant positions, and plan for organizational changes.

5.1. Running a Position Hierarchy Report

To generate a report on the position hierarchy, use the following steps:

1. Log in to SAP GUI.
2. Navigate to the transaction code field and enter PPOME (Display Organizational Plan).
3. Select "Position" as the object type.
4. Choose the organizational unit or department you want to view.
5. Click "Execute" to display the position hierarchy for that unit.

Real-World Example: A department head wants to visualize the structure of their team. By using the PPOME transaction, the manager can view all positions in their team and see who reports to whom, which helps in planning for promotions or team reorganizations.

6. Reporting on Employee Assignments

Employee assignment reports are used to see which employees are assigned to which positions, jobs, or organizational units. These reports are valuable for managing staffing levels and tracking employee movement within the organization.

6.1. Generating Employee Assignment Reports

To generate a report on employee assignments to positions, use the following steps:

1. Log in to SAP GUI.
2. Navigate to the transaction code field and enter PO13 (Display Position).
3. Enter the relevant position or job title.
4. Click "Execute" to display the list of employees assigned to that position.

Real-World Example: An HR manager needs to check which employees are currently assigned to the "Software Developer" position. They run the PO13 report and get a list of all employees holding that position. This helps in planning for any promotions or relocations within the organization.

7. Benefits of Reporting in OM

Reporting in Organizational Management offers several benefits to HR and business managers:

• Visibility: Reports provide a clear view of the organizational structure, employee assignments, and positions, helping to identify gaps and improve planning.
• Decision-Making: With accurate and timely reports, managers can make informed decisions about promotions, transfers, and resource allocation.
• Efficiency: Automated reports reduce manual effort and time spent on gathering organizational data, allowing HR departments to focus on strategic tasks.
• Compliance: Reports can help ensure that the organization is compliant with internal policies and external regulations by keeping track of employee assignments and organizational changes.

8. Conclusion

Reporting in Organizational Management (OM) in SAP HCM plays a crucial role in managing and analyzing an organization’s structure. With standard reports like OOSP, PPOME, and PO13, and the ability to create customized reports through tools like Ad Hoc Query, SAP HCM provides powerful reporting capabilities that support informed decision-making and organizational planning. By leveraging these reports, HR professionals can efficiently manage employee assignments, track the position hierarchy, and gain valuable insights into their organizational structure.

In this tutorial, we have covered the steps to run and customize reports in OM, as well as the practical benefits these reports bring to the organization. These tools and reports help streamline HR processes, improve efficiency, and support better workforce management.