HCM Experience Lounge
welcome HCM EXPERIENCE LOUNGE
VELKOMMEN
Agenda
09:30 – Introduktion 10:00 – Hvad sker der i SAP 10:30 – Verden forandres 11:00 – Nyheder fra KMD 11:30 – Hvordan kan SpinifexIT hjælpe dig af med nogle af dine daglige hovedpiner? 12.00 – Mulighed for dialog med netværk og herefter afslutning
Hvad sker der i SAP-land?
Hovedtendenser
• SAP HANA og S/4HANA
• SuccessFactors
• Workforce Analytics
Fundamentet skal være i orden
Et par hurtige eksempler
• Finance
– Skabelse af et ”typisk” dokument/bilag i ”traditionel SAP FI” involverer omkring 15 tabeller og indeks, der skal opdateres
– I SAP Simple Finance (S/4HANA) taler vi om 4 tabeller
• Logistics
– Skabelse af et ”typisk” dokument/bilag i ”traditionel SAP Logistics” involverer omkring 28 tabeller og indeks, der skal opdateres
– I SAP Simple Logistics (S/4HANA) taler vi om 2 tabeller
Og nu til noget helt andet…
Og så til noget helt tredje…
Nysgerrigheden udvikler sig over tid
Sense & Respond Predict & Act
Raw
Data
Cleaned
Data
Standard
Reports
Ad Hoc
Reports &
OLAP
Generic
Predictive
Analytics
Predictive
Modeling
Optimization
What happened?
Why did it happen?
What will happen?
What is the best that
could happen?
Com
petitive A
dvanta
ge
Analytics Maturity
The key is unlocking data to move decision making from sense & respond to predict
and act
Business Intelligence that grows as your company grows
Hvad kan/skal vi måle og analysere?
Rekruttering
Fastholdelse
Performance & Career
Management
Uddannelse Comp. & Benefits
Workforce
Organisatorisk effektivitet
SPØRGSMÅL
Verden forandres?
HCM in the CLOUD
Bliver alt forandret ?
Og skal vi lave løn i Cloud’en i morgen ?
Nej – men der sker en udvikling
…HR’s udvikling over tid
Role of HR
Early 20th Century 21st Century
Caretaker Strategic partner
Employee focus Records
Cost-effectiveness Employee development
Trenden
Talent management
Succession Planning
Automatisering af processer
Performance management
Talent management
Succession Planning
Social media
Rekruttering Dataanalyse
Selvbetjening
E-learning Mobilløsninger
Workflow
Refusioner
Rapportering Lønadministration
Bogføring
Organisationsstruktur
Uddannelsesadministration
Fravær
Personaleadministration
HCM
HR Administration
Automation &
Self-service
Strategi
Processerne er de samme
Administration
Tiltrædelse/on-Boarding
Afvikling/Off-Boarding
Rapportering
Kompensation
Rekruttering
Drift
Udvikling
Uddannelse
Målsætning
Sammensætningen – On premise - Cloud
Løsningsmodeller
Den foreslåede løsningsmodel bygger på konceptet “Talent Hybrid” hvor SAP HCM miljø fortsat er master system for HR stamdata.
Masterdata er placeret i SAP HCM system som er master for personaledata – som fx navn, adresse, bankoplysninger, ansættelseskontrakt, lønoplysninger, friheds- og lønsaldi etc.
Procesrelaterede informationer som fx mål, vurderinger, bonuspuljer, stillingsopslag, nøglestillinger etc. vedligeholdes i SuccessFactors som er master system for disse oplysninger
Integrationerne
• Integrationen mellem On premise og clould er blevet bedre
• SAP har holdt hvad de lovede – brugt meget energi på dette og det virker faktisk.
Systemintegration
Implementeringen
System landskabet
Projektfaserne
Opstartsworkshop
• Sprint 1
• Afklaringer
Evalueringsworkshop
• Sprint 2
• Forretningstest
• Afklaringer
Evalueringsworkshop
• Sprint 3
• Forretningstest
• Fejlrettelser
Afleveringsworkshop, Integrationstest, uddannelse og cut-over
• Go-live
FASE FORLØB
SUPPORT
Supportbehov
• Udviklingen går hurtigt – så store releases
• Hyppige releases
– 2BM tilbyder release supportpakker på 3 niveauer
SuccessFactors release plan cycle
Release Document
Release in test
Release in production
30 days 30 days
Workshop: Review of changes Show and evaluate new functions Estimated time 8 hours Customer resources: 2 hours per process owner
Basic support Regression test support Review of documentation Estimated time 10 hours Customer resources : 1 day per module
New functionality New dokumentation New learning materials Customization Legal requirements Change in set-up Changing roles Creating new roles Estimated time 16 hours (change) Customer resources: ??
Test Test
SPØRGSMÅL
NYT FRA KMD
INTERNT
KMD A/S
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Den 28. maj 2015 hos SAP, København
Anni Kaasgaard, KMD
2BM HCM EXPERIENCE LOUNGE
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AGENDA
Nemkonto
Refusionsløsningen
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NEMKONTO
NemKonto er den bankkonto, som alle personer har i Danmark til at modtage udbetalinger fra det offentlige, men må også anvendes til udbetalinger fra private virksomheder
Hvor mange udbetaler lønnen til medarbejderens NemKonto?
Vejledning omkring løsningen blev udsendt februar 2015
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NEMKONTO – KORT OM LØSNINGEN
Aftale med Nets omkring tilslutning til NKS-PU (NemKonto-systemet for Private Udbetalere)
NKS indeholder et register, der knytter CPR-numre til kontonumre i danske pengeinstitutter
Opsætning af IT0009 – Bankforbindelse
Banknøgle og konto skal udfyldes med 9-taller
Masseopdatering IT0009 – Bankforbindelse
Rapport over bankdetaljer
Lønsedlen – “Overført til din NemKonto”
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REFUSIONSLØSNINGEN - NYTTEVÆRDIER
Sikre rettidig anmodning af sygedagpengerefusion og barselsrefusion hos kommunen jf. loven om sygedagpenge, samt lov om ret til orlov og dagpenge ved barsel
Fraværet skal være indberettet (IT2001) for at refusionssystemet kan søge refusionerne korrekt
Mulighed for opfølgning af forventet og modtaget refusionsbeløb
Mulighed for automatisk bogføring
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REFUSIONSLØSNINGEN
PROCES
Fremsøgning af refusionssager
Opfølgningsliste – evt. håndtering af meddelelser
Indberetning i NemRefusion
Refusionsopgørelse – hvilke medarbejdere der er søgt refusion for, hvilke anmeldelser og anmodninger der er dannet i en given periode, forventet beløb m.m.
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REFUSIONSLØSNINGEN
INTEGRATION TIL NEMREFUSION
Mulighed for integration til NemRefusion – kræver evt. assistance fra 2BM
NemRefusion Statusrapport vises indberetninger der er overført til NemRefusion
Hver indberetning bliver opdateret med en statusmeddelelse fra NemRefusion, når de har modtaget indberetningen
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REFUSIONSLØSNINGEN
NY VERSION INKL. 4 TIMERS REGLEN
Hvis en lønmodtager er delvis uarbejdsdygtig, skal der være minimum 4 timers fravær i en kalenderuge, for at opretholde retten til dagpengerefusion
Hvis der er minimum 4 timers fravær i en kalenderuge, skal der ikke startes på en ny arbejdsgiverperiode
Alle typer sygdomsfravær (sygdom, delvis uarbejdsdygtig, arbejdsskade og §56) indgår i denne beregning. Dette betyder, at alt sygdomsfravær sammenlægges, indtil der er en uge, UDEN 4 timers fravær
Kunderne, som benytter Refusionsløsningen, skal have den nye version implementeret evt. med assistance fra 2BM
Bedre kvalitet og funktionalitet i den nye version
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REFUSIONSLØSNINGEN
IGANGVÆRENDE UDVIKLINGSPROJEKTER
Modtagelse af refusionsbeløbet fra NemRefusion
Automatisk bogføring af modtaget refusionsbeløb fra NemRefusion
Tæt samarbejde med Aarhus Kommune, NemRefusion og Kombit
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REFUSIONSLØSNINGEN
VIDERE FORLØB
Interesseret i Refusionsløsningen tag kontakt til Finn Rieks, KMD eller 2BM
Interesseret i at få implementeret den nye version af Refusionsløsningen inkl. 4 timers reglen tag kontakt til Finn Rieks, KMD eller 2BM
Interesseret i Integration til NemRefusion tag kontakt til 2BM
Interesseret i udviklingsprojekterne omkring Refusionsløsningen tag kontakt til Anni Kaasgaard, KMD ([email protected])
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Employee Lifecycle
28th May 2015
Taking care of HR assets – Background to SpinifexIT
– Employee Lifecycle
– Easy Toolset
– Action Points
“ Save Time &
Resources
Reduce Costs Improve Data
Quality
Simplify Processes
Our Focus Is On Improving Business Processes
SpinifexIT
MISSION: To empower SAP HR and Payroll users by offering software and services that:
• Improve strategic decision making
• Enhance reporting and analysis
• Eliminate manual processes
• Reduce payroll support efforts
• Simplify payroll and tax reconciliation
Employee Lifecycle
Pay
Attract & Recruit
Onboarding
Benefits Administration
Recognition, Merit, Pay
Career & Individual Development
Succession Planning
Offboarding
Control: SSAE16, SOX, Audit, Compliance, Statutory, Year-End
Analytics: Ad-hoc, Management Reports, Modelling, What If?
Employee Lifecycle
Attract
Offer Letter
Reference Letter
Contract Letter
Onboard
Asset Letter
1st Day Letter
Pay
Salary Increase
Retro Letter
Bonus Letter
Develop
Skill Refreshment
Reminders
Merit Letter
Retain
Appraisal Documents
Self Service
Separate
Acceptance of Resignation
End of Contract
Asset Letter
Exit Interview
Control: SSAE16, SOX, Audit, Compliance, Statutory, Year-End
Communicate
Analytics: Ad-hoc, Management Reports, Modelling, What If?
Payroll Lifecycle
Pre-Process
Starter / Leaver Data validation
Master Data Validation
Transactional Data validation
Missing Payroll Costing Data
Post-Calculation
Pay-to-Pay
Zero/Negative Nett Pay
Post-Process
Leavers: termination data
incomplete
3rd-party reports: Unions, Pension
institutues
Total Earnings Statement
Financial
Posting Report
Accrue for Holiday Pay
Bank File submission & reconciliation
Audit
Audit Report (usable version)
Financial Impact changes
Year-End
Year-End reconciliation
Employee Data-Check
Benefits
Other
Hot-Pack/EHP testing
Legacy vs To-Be testing
Parallel Payroll Testing
Redundancy
Control: SSAE16, SOX, Audit, Compliance, Statutory, Year-End
Analytics: Ad-hoc, Management Reports, Modelling, What If?
What cusomers said… Benefit Type Example Benefit derived Direct Savings Recharge Report “Direct Time Saving of 15 hours per Week”
- 17 hours down to less than 2 hours Indirect Savings Audit Report “Significant downstream time savings”:
- “the Audit Report is now usable, reducing the time for Administrators & Managers to validate changes - which means the Audit Report now gets used – reducing the risk of unchallenged changes and therefore potential cost giveaways”
Compliance Encrypted Data “Data remains secure” - “Reduces Compliance Administration costs” (less to Audit)
Data Quality Data stays within SAP “No risk of keying errors / incorrect formulae in Excel” - “Reduces cost giveaways”
Responsiveness Simple-Medium Report
“Faster turnaround for reports” - “Available same day instead of 2-3 weeks” - “Takes less time than ABAP / using the Reporting Team” - “Hourly Cost equivalents are lower” - “We can identify business issues and eliminate cost giveaways faster”
Direct Savings Holiday Accruals “The external Auditors refused to sign off the Accounts without a Holiday Accruals valuation – report produced in less than an hour”
Direct Savings Certificate Creation “72.3% reduction in Direct Time to create Certificates”
5 Things you need to know
about the Solutions
No lengthy implementation projects: Installed via transports directly into your SAP system 1. Intuitive drag-and-drop interface: is easy to use and allows even non-technical users to easily build, test, and roll out a report in minutes
2.
Uses your existing SAP security concepts and roles 3.
Designed for usability: you never need ABAP or coding. 4. Reports, documents and correspondence can be easily scheduled: to run at a time that is convenient to you or made available through SAP self-service portals
5.
Now available for SAPUI5: distribute reports, documents, correspondence via iOS devices, Android devices, Browser… 6.
Successfactors
SAP HCM
Workforce Planning & Analytics
Core HR and Payroll
Time & Attendance Management
Talent Management
SAP HCM On Premise
Goals
Workforce Planning
Performance
Compensation Succession
Analytics Recruiting Learning
Jam
Pre-Process Master Data Validation: Starters Why? • Requirement to check that starters have been set up with correct data How? • Use a data validation report to ensure that all key fields have been completed Example • Outputs employees with missing data:
– Hire-date filter specified: July 2014 – Fields specified:
• Position • Cost Centre • Annual Salary
• Missing data is highlighted with a user-friendly message
Pre-Process Master Data Validation Why? • Requirement to check that employee data is correct and that the payroll process
can run How? • Use a data validation report to ensure that payroll fields have been completed Example • Outputs employees with missing data:
– Cost Centre, Cost Centre Description – Work Schedule – Postcode (from permanent residence address) – Tax code
• Show missing data as “blank”
Apply a filter to only see employees with missing data Sort columns to find all employees who are missing the same type of data
Sort by “Missing Cost Centre”
Only show employees with missing data
Pre-Process
Master Data Validation
Filtering & Sorting
Post Calculation Excessive Values Why?
• Requirement to check that specified Payroll Values do not exceed specified Audit Amounts
How?
• Use a Payroll report to highlight employees with excessive values in specified fields
Example
• Outputs employees with Gross Pay greater than €8,000
• Other examples could include:
– High Nett Pay
– Excessive Overtime
• You can specify the threshold value(s)
Post Calculation Excessive Values
Change the threshold from £8,000 to £5,000
Post Process Total Earnings Statement Why?
• Requirement to provide a “Statement of Earnings” for the DWP, or (e.g.) to support a mortgage application for an employee
How?
• Create a formatted document using data from PA and PY
Example
• Note:
– You can determine the layout of the document
– You can select the dates for the data
– You can select the employees for which the document is to be created
– You can include images, logos, signatures, etc.
– You can distribute the document by email, print, send to ESS Portal etc.
Post Process Total Earnings Statement
Branding
Signature
On-the-fly date ranges
Post Process Total Earnings Statement Multiple Employees
Generate documents for multiple employees in seconds
Audit Usable Version Why?
• Audit requirement to make sure changes made affecting Payroll data are correct / have been authorised
• Standard SAP report is difficult to understand and as a result, tends not to be used leaving Payroll changes unchecked
How?
• Use a report from the SpinifexIT report set
Example
• Note:
– Choose what you want to audit
– Choose who changed records
– Choose who had records changed
– Choose audit period What if I want to audit specific Payroll Elements or a specific User?
See the “Old” and “New” values ^^ side-by-side
Audit Usable Version
Basic Pay changes made by VBAILEY
Post Calculation Pay-to-Pay Why?
• Finance, Audit & Payroll requirement to check that Payments to be made are within a specified range of those paid to the same employees the previous period
How?
• Use a report to highlight the show differences between payroll periods
Example
• Note:
– Shows the difference between Periods 7,8, 9
– You can choose how far back to compare
– Show multiple periods on one report
Questions?
“…There are no foolish questions and no one becomes a fool until they have stopped asking questions.” Anonymous
NÆSTE GANG 5. NOVEMBER 2015: SÆT KRYDS I KALENDEREN
DIALOG MED NETVÆRK TAK FOR I DAG