Reporting past and current employee data on a single line

March 02, 2018
Written by Danielle Larocca

Senior Vice-President of HCM Solutions Danielle Larocca has worked in the SAP HCM space for over 20 years. An SAP Mentor and featured speaker at numerous conferences, Danielle has authored four best-selling books on SAP, is the Technical Editor for the SAP Professional Journal, and often the Voice of the Expert on SAPInsider’s Ask the Expert series for HR.

Reporting in SAP Human Capital management (HCM) is often referred to as the largest challenge for customers.  Limited data is available (i.e. master data or table values) while other data is quite limited to find (payroll results or time data).

SAP’s approximately 14,000 licensed customers rely on outdated solutions like the Ad Hoc Query or the SAP Query to attempt to retrieve at least some of the data without relying on an ABAP programmer to collect the data for them, as detailed here.  

Because of SAP’s effective date driven RDBMS style, many Infotypes have a Start Date and an End Date at the top of each Infotype, as shown below.

Reporting past and current employee data on a single line

A frequent challenge for customers is the ability to output data from different time-dependent records for any employee on a single line. This includes showing someone’s current position title and their previous position title.
   
The standard SAP Selection Screen includes a period section at the top for users to designate the time period they wish to retrieve (see below).

A frequent challenge for customers

The most popular option used is the Today option, which brings you every valid record as of today. As many common Infotype records only permit one Infotype to be valid at a time, the report output will only give you the most current data on a single row (see sample below).

Period Selection = Today

Start Date End Date Name Position Title Cost Center
1/1/1998 12/31/1999 Walter White Adm.Staf -US 4235

Customers wishing to evaluate someone’s position title as of today, and their previous position title(s) as well, would need to change the Period selection accordingly - which will result in multiple rows being retrieved (see sample below).

Period Selection = Up to Today

Start Date End Date Name Position Title
Cost Center
1/1/1992 7/4/1995 Walter White Mailroom Clerk 1054
7/5/1995 6/28/1996 Walter White Front Desk Attendant 5248
6/29/1996 12/31/1997 Walter White Front Desk Attendant 5248
1/1/1998 12/31/1999 Walter White  Adm.Staf -US 4235


The user would then have the challenge of manually identifying which is the previous record, to manually identify the row with the previous position title, and try to record it appropriately. In the example above, it is easy to see that the previous position title was as a Front Desk Attendant.  However, the resolution of getting that previous position title on the same as the original would be a manual effort. A manual update to every employee in a report is not a reasonable exercise.

To further complicate matters, the change in position may not always be on the immediately previous record, so you cannot even use an Excel macro to automate the process.  

This is simply another shortcoming of using a tool like the Ad Hoc or SAP Query for HCM reporting. Other examples can be seen here and here. Unless you are one of the many thousands of customers leveraging a third party solution for your reporting, like Query Manager™, you would have to resort to more complicated methods.  

To get single line reporting that includes information from both current and previous Infotype records you will need to use a custom ABAP report, leveraging the skills of an ABAP programmer who can modify the InfoSet that you use for Query reporting.

See below for a sample of ABAP code that was added to an SAP Query InfoSet, allowing two fields to be added to the SAP Query for the former position title and previous salary for salaried employees. This sample ABAP code is included here for reference and is based on configuration of a sample system which includes references to values for Action Codes (i.e. 01) and Employees Sub Group types (i.e. S1, S2, S3 and S4) which would need to be replaced by your organizations codes. The code is not all-inclusive, but it should you give you an idea of how that data is retrieved for previous and current data for both the position title and the annual salary, such that you can leverage it back at your organization, resulting in a report that looks like this sample below.

Period Selection = Today

Start Date End Date Name Position Title Previous Position Title
1/1/1998 12/31/9999 Walter White Adm.Staf -US Front Desk Attendant

Sample ABAP code added to an SAP Query InfoSet

You can continue to struggle with the on-premise SAP HCM reporting solutions, or you can solve the greatest challenge for SAP HCM customers and investigate the EPI-USE Labs Query Manager solution.


Query Manager: Taking your Reporting to the next level

 

 

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