The Manager's Desktop (PPMDT)

Purpose

Use this procedure to run the Manager's Desktop. This procedure is not designed to take you through the entire working details of the Manager's Desktop - it is more a high level overview of how to access the features of the Manager's Desktop.

Trigger

Perform this procedure when as a Manager you wish to perform any of the tasks available from the Manager's Desktop. Functions from the Manager's Desktop can be seen as follows:

Viewing Options

Setting the Time Period

Directly Subordinate Employees

All Subordinate Employees

Viewing Cost Centre Assignments

Viewing Directly Reporting Employees

Functional Options

Writing an Ad Hoc report

Executing a Standard Employee Data Report.

Education and training

Employee appraisals

Personnel Development - Appraisals and Qualifications.

Prerequisites

Your User record must be associated with your Employee record using the communication infotype. This task will be carried out by your HR department. Please refer to procedure Communication for further details.

The Position to which your employee record is assigned must be set up as a "Chief Position" within your department please refer to procedure Change Organisation and Staffing - Editing Positions for further details. This task will be carried out by your HR department.

Navigation Path

Use the following Navigation path(s) to begin this transaction:

• Select to go to the Manager's Desktop - SME screen.

Helpful Hints

When viewing your organisational structure within the Manager's Desktop the following Icons denote the Objects, which can be viewed.

Person

Position

Chief Position

Organisational Unit

Cost Centre

Field Description Tables

The R/O/C column of each Field Description table indicates whether the field usage is:

R - Required in SAP.

O - Optional in SAP.

C - Conditional in SAP.

Procedure

1. Start the transaction using the navigation path.

SAP Easy Access Main Menu

2. Double click Manager's Desktop to go to the Manager's Desktop - SME screen.

Manager's Desktop - SME

3. Perform one of the following:

If	Go To
You wish to perform functions on Employees within your departmental structure - (This section also contains generic navigational details).	Step 4
You wish to view all unoccupied positions within your departmental structure	Step 44
You have finished using the Manager's Desktop.	Step 50

4. Click

to go to the Manager's Desktop - SME: Employee screen.

Manager's Desktop - SME: Employee

5. Perform one of the following:

If	Then
You wish to set the time period for viewing	Step 6
You wish to view directly subordinate employees	Step 10
You wish to view all subordinate employees	Step 12
You wish to view cost centre assignments within your departmental structure	Step 14
You wish to view employees who report directly to you.	Step 16
You wish to write an Ad Hoc report on your selected Organisational Unit(s), Position(s) or Person(s).	Step 18
You wish to run a standard report for your selected Organisational Unit(s), Position(s) or Person(s).	Step 24
You wish to report on Education and training for your selected Organisational Unit(s), Position(s) or Person(s).	Step 29
You wish to create or evaluate appraisals on your selected Organisational Unit(s), Position(s) or Person(s).	Step 34
You wish to enter the personnel File for an Employee so as to process an Employee's Qualification profile or Appraisal details.	Step 38
You have finished using the Manager's Desktop - SME Employee interface.	Step 3

6. Click

to go to the Manager's Desktop change period window.

Manager's Desktop change period

7. Complete the following fields:

• Time period

• to

8. Click

to confirm your entries.

9. Return to Step 5

10. Click

to go to the Directly Subordinate Employee View.

Manager's Desktop - SME: Employee

You can expand and contract the tree branches using the

and

icons. You can also expand and contract the structure using the

and

icons as required.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

11. Return to Step 5

12. Click

to go to the All Subordinate Employee View.

Manager's Desktop - SME: Employee

You can expand and contract the tree branches using the

and

icons. You can also expand and contract the structure using the

and

icons as required.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

13. Return to Step 5

14. Click

to go to the Cost Centres View.

Manager's Desktop - SME: Employee

You can expand and contract the tree branches using the

and

icons. You can also expand and contract the structure using the

and

icons as required.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

15. Return to Step 5

16. Click

to go to the Directly reporting chief view.

Manager's Desktop - SME: Employee

You can expand and contract the tree branches using the

and

icons. You can also expand and contract the structure using the

and

icons as required.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

17. Return to Step 5

18. Click

to go to the All Subordinate Employee View.

Manager's Desktop - SME: Employee

You can use any of the four tab views to select the Object or Objects on which you wish to write or run an adhoc report.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

You can expand and contract the tree branches using the

and

icons. You can also expand and contract the structure using the

and

icons as required.

19. Select the Objects on which you wish to report.

You can select any of the above objects for Ad hoc Reporting; please note that the report will be on all objects subordinate to the objects selected. To select an object click on it, or to select multiple objects hold down the Ctrl key when you click.

Manager's Desktop - SME: Employee

In this example we have selected the Finance department and the Sales department and al corresponding subordinate objects.

20. From the Selected functions window select

to go to the HR Ad Hoc Query screen.

HR Ad Hoc Query

21. Perform the functions you require in the Ad Hoc Report writer.

For details on how to write and run Ad Hoc reports please refer to procedures Write an Adhoc Report and Run an Adhoc Report.

22. Once you have completed your Ad Hoc Reporting activities click Go Back

to return to the Manager's Desktop - SME: Employee screen.

23. Return to Step 5

24. Click

to go to the All Subordinate Employee View.

Manager's Desktop - SME: Employee

You can use any of the four tab views to select the Object or Objects on which you wish to write or run a standard report.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

You can expand and contract the tree branches using the

and

icons. You can also expand and contract the structure using the

and

icons as required.

25. Select the Objects on which you wish to report.

You can select any of the above objects for standard reporting; please note that the report will be on all objects subordinate to the objects selected. To select an object click on it, or to select multiple objects hold down the Ctrl key when you click.

Manager's Desktop - SME: Employee

In this example we have selected the Finance department and the Sales department and all corresponding subordinate objects.

26. From the Selected functions window select the report you wish to execute.

Example: In this example the

report. This takes you directly to the Birthday List report output screen.

Birthday list

Note that the selection period is as per the viewing period in the Manager's Desktop - SME screen.

You can process the report as required. Procedure Run an Adhoc Report provides help on reporting output options.

27. Once you have completed your Reporting activities click Go Back

to return to the Manager's Desktop - SME: Employee screen.

28. Return to Step 5

29. Click

to go to the All Subordinate Employee View.

Manager's Desktop - SME: Employee

You can use any of the four tab views to select the Object or Objects on which you wish to write or run a standard report.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

30. Perform one of the following:

If	Then
You wish to run the Bookings with History Report.	Select one or more Employees from the All Subordinate Employees View
You wish to run the Attendance Bookings Report.	Select Employees and/or Organisational Units from the All Subordinate Employees View

You can use the Ctrl key when selecting multiple objects.

Manager's Desktop - SME: Employee

31. Click the report you wish to execute.

Example: In this example the

report. This takes you directly to Attendee Bookings report output screen.

Attendee Bookings

Note that the selection period is as per the viewing period in the Manager's Desktop - SME screen.

You can process the report as required. Procedure Run an Adhoc Report provides help on reporting output options.

32. Click Go Back

to return to the Once you have completed your Reporting activities click Go Back

to return to the Manager's Desktop - SME: Employee screen.

33. Return to Step 5

34. Click

to go to the All Subordinate Employee View.

Manager's Desktop - SME: Employee

You can use any of the four views to select the Object or Objects on which you wish to write or run a standard report.

Please refer to Helpful hints for details on the icons found within the Manager's Desktop interface.

35. Select the Employee or Employees for which you wish to evaluate or create an appraisal.

Manager's Desktop - SME

36. Perform one of the following:

If	Then
You wish to evaluate an appraisal	Click to take you to the Display Appraisal Screen. Once you have evaluated the Appraisal then click to return to the Manager's Desktop - SME: Employee screen.
You wish to create an appraisal	Click and refer to procedure Create Appraisal as required.