Work Instruction
Functional Area: Organizational Management / Create Organizational Unit
Purpose
Use this procedure to create an organizational unit in the UC Flex system.
Trigger
Perform this procedure when HR receives a request for organizational structure maintenance.
Prerequisites
All approvals required at the department level should be obtained prior to forwarding any request to HR for Organizational Structure maintenance. Maintenance requests can include the creation of new objects as well as general maintenance to existing objects.
Menu Path
Use the following menu path to begin this transaction:
  • SelectHuman ResourcesOrganizational ManagementOrganizational PlanOrganization and StaffingChange to go totheOrganization and Staffing Changescreen.
Transaction Code
PPOME
Business Process Information
  • This transaction allows you to Create Organizational Plan data through the use of one consolidated view. Organizational Plan data includes Organizational Units, Jobs and Positions. The PPOME transaction is a very complex screen, as there are four quadrants on the screen. It is critical that you have a thorough understanding of the infotypes prior to using this transaction, because during the creation of objects if infotypes are missed or skipped the object will not be created or related correctly within the system.
  • For the purpose of this Business Process Document a new Organizational Unit will be created. The infotypes will NOT be examined in detail. Please refer to PQ10 for specific infotypes related to creating new Organizational Units.
  • Since Human Resources will be the owner of the Organizational Structure at UC they must receive the required online form from the requesting Organizational Unit prior to creating ANY objects within UC Flex. In addition, the requesting Organizational Unit (College, Department) should NOT forward their request to Human Resources until ALL required approvals within their department have been obtained. If HR receives a request for Organizational Management maintenance, that include the creation of objects, without the required approvals, HR will NOT complete the action in UC Flex.
Helpful Hints
  • The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
  • On certain screens you may have to scroll to view some data entry fields.

Work Instruction
Functional Area: Organizational Management / Create Organizational Unit
Procedure
1. / Start the transaction using the menu path or transaction code.
Find Organizational Unit

2. / As required, complete/review the following fields:
Field / R/O/C / Description
With name / Optional / Contains the long text, short text or eight-digit key of the object
Example:
Talent Management
3. / Click .
Organization and Staffing Change (2)

4. / Double-click on the organizational unit you want to create.
/ If you entered an organizational unit in the With name field, a list of organizational units are displayed in the lower left window that are closely related to the organizational unit you entered.
5. / Click .
Choose Relationship

6. / Double-click on the appropriate relationship to the left of Organizational unit.
Organization and Staffing Change (3)

7. / As required, complete/review the following fields:
Field / R/O/C / Description
Organizational unit / Required / Various units in the institution that are usually structured according to task and function (e.g. Department, College)
Example:
Talent Spt. – Abbreviated format
Organizational unit (Unlabeled field to the right of the Organizational unit field) / Required / Various units in the institution that are usually structured according to task and function (e.g. Department, College)
Example:
Talent Support
Valid from / Required / Beginning date when specifying a range of dates
Example:
05/09/2006
To (field located under the Valid from field) / Required / End value when specifying a range of values, dates and/or times
Example:
12/31/9999
General description / Optional / Text to identify and characterize an object or activity
Example:
Free text regarding general notes about the organizational unit.
8. / Click .
9. / Click .
Organization and Staffing Change (4)

10. / Click until you return to the SAP Easy Access screen.
/ The system displays the message, “Data has been saved”.
11. / You have completed this transaction.
8/16/2017
Ver: / 07_OM_PPOME_Crt Org Un_OM1_0.udc
© University of Cincinnati / 1/8
Work Instruction
Functional Area: Organizational Management / Create Organizational Unit
Result
You have created a new organizational unit.
Comments
It is critical to verify the validity dates when creating and/or maintaining Organizational Management objects. Use transaction code PP01 or PO10 to check for the accuracy of Infotypes.
8/16/2017
Ver: / 07_OM_PPOME_Crt Org Un_OM1_0.udc
© University of Cincinnati / 1/8