Transcript FastFacts Feature Presentation

FastFacts
Special Presentation
December 17, 2010
We are using audio during this session, so please dial in
to our conference line…
Phone number: 877-468-2134
Participant code: 182500
© 2010 The Johns Hopkins University. All rights reserved.
Today’s Topic
• We’ll be taking a look at…
Entering and Updating the
Education Screen in SAP
Degree and School Tracking
Today’s Presenters
Sadhya Sabatino
SAP Trainer for the Johns Hopkins Health System
Session Segments
• Presentation
– Sadhya will discuss the new Education collection screen
(Infotype) in SAP. She will demonstrate how to review and
update existing Education records, and how to create new and
multiple records when needed.
– During the presentation, your phone will be muted.
• Q&A
– After the presentation, we’ll hold a Q&A session.
– We’ll open up the phone lines, and you’ll be able to ask
questions.
– Sadhya will answer as many of your questions as time allows.
Contact Us
• If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
[email protected]
• You can also send us an instant message!
– GoogleTalk – [email protected]
– AOL Instant Messenger – HopkinsFastFacts
– MSN – [email protected]
Survey
• Survey
– At the end of this FastFacts session, we’ll ask you to
complete a short survey.
– Your honest comments will help us to enhance and
improve future FastFacts sessions.
Agenda
• The new SAP Education screen (Infotype), increases our
ability to reflect educational achievement in SAP.
• Improves the SAP role: HRPA - Unit Property Education
Maintenance.
• Using the Education role:
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Opening the Education SAP screen
Reviewing existing Education records
Updating existing Education records
Creating new education records
Creating multiple Education records
Education Infotype in the new ISR
The new SAP Education Screen (Infotype)
• Allows comprehensive recording of Degree(s),
Graduation(s), Educational Institution(s), and
Branch(es) of Study.
• Provides formal recognition of years of study when
degree not obtained, or in process.
• Provides alphabetized list of accredited educational
institutions for precise selection and reporting.
• Once Educational information entered, enables
appropriate recognition of employee and institutional
achievements
Replaces Previous SAP Education Screen
• New Education Infotype 9022
• Replaces Education Infotype 0022 in the SAP
Education role: HRPA - Unit Property Education
Maintenance
• Precise information using drop-down lists,
replacing previous free-form text
Using the Education Role
Opening the Education SAP Screen
• Click ECC to open
the SAP Easy
Access Menu.
• Open the “Master Data” folder
listed to the left, and double
click “Maintain HR Master Data.”
• Or, just type PA30 into the
transaction code box at the
top left of the SAP Easy Access screen.
• The Maintain HR Master
Data screen will open.
• The layout is identical to
Display HR Master Data
(PA20)…,
• Except the additional icons
allowing you to create, change,
copy… specific types of HR records.
Reviewing Existing Records
• Enter or search for an employee’s
personnel number (PERNR).
Press the Enter key on your
keyboard to select that
employee’s record.
• Click the selection box to
the left of the Education
infotype, or type 9022
into the Infotype box,
and press the Enter key
on your keyboard.
Display Education Screen
• Click the Display icon in the upper
left to view the most recent
Education record.
• If Education record(s) already
exists, the most recent
will display in the Display
Education screen. An initial
default “Start” date (graduation
date) will display as 1/1/2007.
• If no Education record exists,
a message will display at the
lower left of the screen.
List Education Screen
• Alternatively, from the original screen,
click the Overview icon to view a
list of all Education records for an
employee.
• If record(s) have already
been entered, those will
display as a list for that
employee in the List
Education screen.
Updating Existing Records
From the Display
Education screen:
• Click the green Back
button to return to Maintain
HR Master Data.
• Once back in Maintain
HR Master Data, click the
little pencil icon to Change
the Education record that you
just selected.
From the List
Education screen:
• Click to select a record
listed.
• Then, click the Change
(pencil) icon at the upper left of that screen. This will
take you directly to the screen which allows you to edit
the selected record. We will look at the details of the edit
screen when we review how to create a new record.
Creating New Records
• From the Maintain Master Data screen, once the
employee, and Education infotype, have been selected,
click the Create icon (image of a page of paper).
• The Create Education
screen will display with a
new Education record.
1. On a new record, “Start”
date will initially display
as today’s date. This should be replaced
with the actual date of graduation.
Note: The “To” date remains “12/31/9999” when entering
these educational records. (No expiration date)
2. “Degree” will be blank. Click
inside the box, and then
click the search icon.
3. The current list of degrees
available to select will display.
Click to select the closest match
for the degree earned.
Note: If no degree has been earned
for the study reflected in this record,
select “No Degree” from the drop-down.
4. “Years of Education” is only
to be entered if a degree
has not yet been earned
for the study reflected in
this record.
If “No Degree” was
selected from the Degree
list, then click the box and search
icon to select from the “Years of
Education” entries.
Leave Blank if Degree
has been selected
5. Select “Institution” to
display and select from
the formal listing of 5000+
accredited institutions.
6. Select “Branch of Study 1” to select the degree
major, and “Branch of Study 2” if a degree minor is
to be formally recorded.
Note: If there is a dual degree, such as M.D. / Ph.D.,
separate records should be created for each.
Creating Multiple Records
• The same process is repeated when multiple records are
required.
• If an employee has more than one degree (such as B.A.,
M.A., Ph.D., M.B.A.…), individual records should be
updated / created for each.
• Additional records can also be created to reflect
significant study at an accredited institution even if a
degree has not been earned, or is in process.
Education Infotype in new ISR
• Previous education records have been converted to the
new, more precise, Education screen.
• We can now update pre-existing records (with new
selection fields provided), and enter remaining
information.
• In the future, the ISR will also have this screen included
so that we can reflect it immediately upon a new hire’s
record being created in SAP.
Conclusion
• The previous SAP Education role has been updated with
a new screen (infotype 9022)
– New screen reflects educational accomplishments of Hopkins
employees.
• Update any records which already exist with the new
information lists now available.
• Create new records to reflect degrees and years of
study, which are not yet recorded in SAP.
• Maintain this information in PA30 as employees obtain
additional degrees.
Resources
• SAP Help Desk
410-735-4500 or [email protected]
• HR/Payroll Shared Services
http://ssc.jhmi.edu/hr_payroll
Q&A
• We’re going to open the phone lines now!
• There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
• We’ll be answering questions in the order that we receive them.
• We’ll also be answering the questions that were emailed to us
during the presentation.
• If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
Thank You!
• Thank you for participating!
• We would love to hear from you.
– Are there certain topics that you would like us to
cover in future FastFacts sessions?
– Would you like to be a FastFacts presenter?
– Please email us at: [email protected]
Survey
• Before we close, please take the time to complete a
short survey.
• Your feedback will help us as we plan future
FastFacts sessions.
• Click this link to access the survey…
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!