Checklists in the New SAP ECC 6.0 Life and Work Events Framework

  • by Jeremy Masters, SAP HCM Consultant, Worklogix
  • December 15, 2008
Guided Procedures are SAP's framework for delivering personalized Life and Work Event checklists within the SAP ERP Central Component 6.0 (SAP ECC 6.0) Self-Service platform. Instead of being presented with a disparate list of transactions that are grouped ambiguously within a portal, the user can be guided by a checklist based on real-life, time-bound events logically bundled together. This article is based on content from the SAP PRESS book Implementing Employee and Manager Self Service in SAP ERP HCM.
Key Concept

Checklists are used to guide employees, managers, and HR professionals through a life or career related event from a user's perspective. By providing checklists, the HR functionality can more efficiently provide the tools employees and managers need to be more effective and knowledgeable while experiencing a life event, such as a marriage, or a work-related event, such as a transfer or promotion.

The main purpose of a checklist is to aid the employee, manager, or HR professional in the completion of a process — whether it is related to work, family, or a company event. The checklist is monitored and all involved parties can track it until completion based on their business requirements. For example, a checklist for a life event such as a child's birth or adoption is typically tracked only by the employee due to its personal nature. Conversely, a transfer or promotion checklist may be monitored by the employee, manager, and HR to ensure a smooth transition during the event.

You can make any process or series of tasks into a checklist, as there are no set rules on what comprises a checklist or guided procedure. Typically, you build checklists to assist with the completion of a common life or career- related event. Table 1 lists examples of popularly implemented checklists made available in Employee Self-Service (ESS) and Manager Self-Service (MSS). For each checklist, you can see a list of possible users. In many cases, an employee, manager, and HR professional may share a checklist (e.g., leave of absence), but the tasks or activities within that checklist could differ depending on the role of the user.

Jeremy Masters

Jeremy Masters is an author, speaker, and SAP ERP HCM subject matter expert with more than 12 years of experience. Jeremy is also the co-founder and managing partner of Worklogix, which provides SAP ERP HCM professional services and software solutions to Fortune 1000 companies. Jeremy has been involved in more than 20 projects, many of them global in scope. In addition to ECM, Jeremy has worked with the talent management functionality, including performance management, succession planning, and e-recruiting as well as the employee and manager portals in SAP ERP. For more information on Enterprise Compensation Management, you can reference his book Enterprise Compensation Management with SAP ERP HCM.

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