Templates & Apps

What are Templates in SAP Human Capital Management (HCM)?

The standard SAP software leaves plenty of room for customizing and can be applied to various industries and countries. For quick and efficient usage, SAP itself has created industry solutions that already include industry-specific default settings. In addition, SAP delivers Rapid Deployment Solutions (RDS) including technical default settings for SAP HCM and SAP SuccessFactors. In order to implement and expand SAP systems more efficiently, additional templates, often referred to as apps, have established themselves on the market.

Templates are predefined SAP HCM and SAP SuccessFactors solutions and programs, which simplify the implementation of certain HCM components, thereby reducing both setup time and cost. These templates support large parts of human capital management and specific tasks in the human resources department.

The term template is also used for the central default settings of a company, which can then be distributed to other locations or countries. These templates are created specifically for the company for use only within the corporation.

Ready-made templates exist globally for

  • Transnational HCM solutions
  • Industry-specific HCM solutions
  • Medium-sized companies in specific countries

and particularly for

  • Country-specific payrolls
  • Time and performance recording requirements
  • Accrual calculations
  • Accident and absence management
  • Pension fund systems
  • Job application management processes
  • Simplifying the HR data upload process

We sell and implement both our own HCM ADVICE templates as well as those of our partners and look forward to helping you select the appropriate solution, whether for initial implementation or the expansion of your human resources system. Please contact us for more information.

CATS & ADVICE Enhancements

Extended functions for CATS in SAP

CATS (Cross Application Time Sheet) is an SAP application which allows a uniform and cross-component time recording for employees. Employees can independently record hours in CATS and book them to a cost center or projects. The data can be transferred to other SAP ERP components, such as SAP HCM or SAP CO (Controlling) at regular intervals through various standard ways.

If companies using CATS also have ESS (Employee Self Services) or MSS (Manager Self Services) in use then CATS can be integrated directly into the self-service solutions and employees can access their time recording through any internet browser.

HCM ADVICE already has years of experience in the adaptation and extension of CATS and can support you in optimally implementing your wishes. As an example for our expertise in the field of CATS, we would like to present two extensions that we have implemented and offer our customers as CATS extensions.

With the help of our ADVICE ENHANCEMENT „Information on Hours Present“, the hours displayed are reduced if an employee records time to a project or cost center in CATS, and the employee is thus always able to see how much time per day he still needs to distribute. Furthermore, through a dedicated info type, it is possible to define a percentage division of the hours present in advance.

With help from ADVICE “Reporting on Process Orders”, it is now possible for users to transfer the data recorded in CATS to process orders of production planning. Through the transfer of working times from time recording to production planning the log of the working time used always remains up-to-date and planning can be adjusted according to the reported times.

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Absence management by ADVICE

Effective Absence management in SAP

Efficient absence management adds value to your management.  The systematic recording of absences provides a complete overview throughout the company, allows you to analyze the data and therefore mitigate negative effects by setting the right preventive measures. Through minimization of absences you lower the organizational challenges and the related costs.

Absence management offers various options to increase the satisfaction and productivity of your employees to further business success. Despite these benefits, standard SAP doesn’t cover absence management. Therefore, HCM ADVICE has developed a solution to integrate absence management in SAP.

ADVICE absence management provides a clear interface for your managers, case managers and HR department, which can be used as a standalone, or seamlessly integrated with SAP manager self-services. All processes are based on workflows and operated with the absence level calculation. Even correspondences with your insurance can be managed directly in the cockpit, to report long-term sick leaves or anomalies.

Each absence case can be viewed in detail, with all relevant documents attached, such as medical certificates. ADVICE absence management assists with the coordination of first time-, follow up-, return- and level related meetings, to assure all important topics are discussed. It also provides notifications for outstanding discussions and guidelines. The absence chart, as various other reports (such as absence development and absence statistics) help your managers to always stay up-to-date.

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ADVICE HR Cost Planning

Efficient personnel cost planning in SAP with ADVICE

Future cost planning is an essential element of every successful company. Budget drafts at all levels are necessary to be well prepared for the coming periods and to be alerted in time if planning is too far removed from reality.

SAP HR Cost Planning facilitates managing and planning your HR costs, taking various factors, such as tax or social security costs into consideration. This provides you with a comprehensive view of your company’s AS-IS situation and allows you to compare it to various fictitious scenarios created in SAP HR Cost Planning. That way you can identify optimization potential and prepare in time for restructuring within the company and the resulting changes.

HR Cost Planning allows for interfacing with all important SAP modules, such as Financial Accounting, Controlling or Payroll, so that you can retrieve the most current data at all times.

For easy implementation, we at HCM ADVICE have created a template, allowing us to implement efficient HR cost planning with a web-based planning interface in your company and add extended functions.

Manager can evaluate their current team constellation and create personnel needs with the status “planned” directly in the system themselves. The tool can be accessed by an intuitive, web-based interface. Posts with the status “planned” can be created in three simple, predefined steps. The data can be instantly included in planning scenarios and serves as valuable information for budgeting.

Furthermore, the ADVICE template allows you to start and evaluate multiple planning scenarios at once, in contrast to the standard SAP, where scenarios must be started individually.

So, you can offer your employees a central platform for HR Cost Planning, avoid unstructured paper inquiries and enable effective collaboration of managers and those responsible for planning.

To download our product flyer please click here:


B@seline HR Switzerland

SAP salary processing template for Swiss SMEs

ERPb@seline Human Resources is based on the basic processes of the module SAP HCM and SAP standard software. The solution is specifically tailored to the needs of small and medium-sized enterprises in Switzerland.

The pre-configured solution ERPb@seline Human Resources ensures a fast and cost-effective entry in human resources management. The solution includes all settings and processes needed for easy salary processing. It focusses on essentials.

With its clearly structured menu, employees can select functions directly and work in a process-oriented way. This eliminates the time-consuming task of searching complex directory trees. ERPb@seline ensures that employees will quickly familiarize with the new application. To provide a clear overview, but also to support legal reporting, analyses can be generated at the touch of a button.

ERPb@seline HR at a glance

HR Master Data

  • Primary process and steps
  • Organizational structure in HR
  • Vacation and attendance management
  • Monthly processes (Import variable wage data)
  • Annual processes (wage round)

Organizational Management

  • Maintenance of master data, planned posts, jobs etc.
  • SAP standard HR reporting tools for organizational management, planned posts, and jobs
  • Generate visual organizational charts, integration of optional workflows

Payroll CH and legal reporting

  • Linking planned posts to cost centers
  • Large wage type catalog
  • Correction and multiple payroll
  • Periodic / recurring tasks
  • Payment transactions
  • Posting transfer
  • Statistics for BFS/SWISSMEM
  • Existing job catalog pursuant to BFS requirements


  • Master data and wage types reports
  • Legal reports, provisions, and verifications
  • Daily, monthly, or annual reports
  • Individual reports with Office Integration

Qualification management

  • Employee qualification / training certificates

To download our product flyer please click here:


XFT Personnel File

In Germany, from 2023, the paper form of the certificate of incapacity for work will no longer be accepted and an electronic reporting procedure will be implemented. Most applications will be submitted using online portals or CVs and correspondence sent via e-mail. Doctor’s confirmations or vaccination certificates will rarely be brought into the offfice by hand, but will be transmitted digitally instead. These are only few of many examples in which digitalization leads to the end of paper-based documents. Anyone who does not want to constantly use their printer to keep personnel files up-to-date should also switch to a digital form here. Digital administration reduces the workload and resources.

XFT Personnel File represents a variant of the management of digital employee documents: A digital personnel file that can be completely integrated into your existing SAP HCM or SuccessFactors system.

The advantages of this completely integrated solution are that it can be based on the existing SAP authorization concept, meaning authorizations for accessing files can be controlled and monitored easily. Individual file access can be controlled as well as temporary access to documents via a loan function. Another major challenge is complying with deletion deadlines. Here, too, the XFT Personnel File supports you with corresponding functions. In this way, data protection requirements can be implemented and monitored.

The personnel file can be called directly in SAP HCM personnel administration (PA20, PA30) for the relevant personnel number. Functions can also be integrated into an existing SAP FIORI. Functions such as “My File“, “My Temporary Files“, “Get Temporary Access“, “Applicant File“ or “Upload Document to File“ can comfortably be implemented using Employee Self Service. This integration enables employees to submit their own documents themselves thus contributing to the reduction of the administrative outlay in the HR area.

Contact us simply and without obligation for more information.