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SIMG_PBS_PTSP_081 - Pool Management

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Pool Management is a Shift Planning function that controls employees' temporary assignments by means of an employee pool.

If shift planners cannot cover a personnel requirement using the employees in their own organizational unit, they can use the workflow-based pool management function to request additional employees from a pool manager. The pool manager can then assign the required employees from his or her employee pool to the shift planner's organizational unit.

Overview of the IMG for Pool Management

The Implementation Guide for Pool Management partially contains IMG activities from other areas, with the documentation from that area. This document provides an overview of all IMG activities for Pool Management and explains the Customizing settings specific to Pool Management that are not described in the original documentation for each activity.

• Activate Pool Management: For documentation, see the IMG activity.

• Selection IDs in Pool Management:The IMG activities for configuring selection IDs and the related documentation originate from the Implementation Guide for Personnel Management. Pool Management uses selection IDs to define employee pools.

• Define Selection IDs: In this IMG activity, you create selection IDs corresponding to one employee pool.

• Specify Groupings:In this IMG activity, you assign the selection IDs you defined in the previous activity to a group, which you either choose or create. You then use these selection ID groups in subsequent Customizing activities for Pool Management.

• Specify Profiles for Shift Planning:This IMG activity and its documentation originate from the IMG for Shift Planning. Pool Management uses this activity to define pool profiles.

The entry object type of the pool profile describes the object type for the employee selection. It represents the object type for the requirements definition if there is no value entered in the Requirements Source for Entry Objects folder in the navigation area. You can therefore copy the existing requirements source from the existing profiles.

The employee selection was changed for Pool Management so that the system uses only the selection ID to find the employee quota. The systemtherefore does not take account of any entries in the Employee Selectionfolder of the navigation area.

In the Employee assigned elsewhere folder of the navigation area, you should enter the evaluation path B067. This means that the system displays the days on which the employee is assigned elsewhere as grayed out on the shift plan overview. This corresponds to the way they are displayed on the shift plan overview.

• Assign Selection ID Group to Profile: For documentation, see the IMG activity.

• Perform Task-Specific Customizing: This IMG activity and its documentation originate from the Implementation Guide for SAP Business Workflow. You use the activity to set up the workflow function for Pool Management.

To ensure that the system sends a work item to the pool manager as soon as the shift planner requests employees, you have to set up eventcouplingand agent assignmentin the Shift Planning component (PT-SP).

• Event coupling:Assign the DUE_FOR_TARGET_POOL event to the Pool Management in PP61workflow template (WS31000012).

• Agent assignment: Assign the attribute General Task to the Process Request for Resources task (TS 31000011) and the Pool Management in PP61 workflow template (WS31000012).

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