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Time Off Introduction Workshop

Confidential

Time Off Overview

2011 SAP AG. All rights reserved.

Confidential

Time Off Summarised


Holiday
Calendar
Work
Schedule
Time Profile

Holiday Calendar

Holidays

Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Time Account Eligibility


Status

Time Account Type


Accrual Rule
Period-End
Period-End Processing
Processing Rule
Rule

Time Account

Hire
Hire Rule
Rule

Workflow Request

Termination
Termination Rule
Rule
Account /Accrual Creation
Parameters
Parameters

Time Account Detail


Time Off Request
3

Time Off Setup Data

Time Off Employee


Transactional Data

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Account Creation

Time Off Calendars

Accrual Creation
Period End Processing

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What is Time Off

DEMO

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What is Time Off


Time Off Allows : Employees to request Time Off for types of time, applicable to them, that
you define.
Managers to view a Team Absence Calendar to aid decision making in
approving time off
Managers to approve Time Off (if required)
Allows to automatic calculation of accruals, by type of time (if required)
Allows for automatic processing of balances at the end of a period (if
required)
Allow for customer specific application of rules to deploy company policy
in relation to booking certain types of time.
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Time Off Set Up Data

2011 SAP AG. All rights reserved.

Confidential

Time Off Summarised


Holiday
Calendar
Work
Schedule
Time Profile

Holiday Calendar

Holidays

Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Time Account Type

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Time Off Setup Data

Holidays
Holidays

What
Whatdoes
doesititdo?
do?
Holidays
Holidaysare
aresimple
simplecodes
codesand
anddescriptions
descriptionsto
to
identify
identifyholiday
holidaynames
namesthat
thatcan
cansubsequently
subsequentlybe
be
used
usedininholiday
holidaycalendars
calendars

Field

Usage

Holiday Code

Code to identify specific


holiday

Name

Description of the holiday

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Holiday Calendar
Holiday Calendar

Holidays

What
Whatdoes
doesititdo?
do?
Holiday
HolidayCalendars
Calendarsare
areaacollection
collectionof
of individual
individual
holidays
holidaysfor
foraaparticular
particularjurisdiction
jurisdictionwhere
wherepeople
people
work.
work.

Field

Usage

External Code

Code to identify specific holiday calendar

External Name

Description of the holiday calendar

Date Of
Holiday

Date of which holiday chosen occurs

Holiday Class

Always enter Full in this field

Holiday

Pick relevant previously configured holiday

10

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Work Schedule
Holiday Calendar

Holidays
Work Schedule

What
Whatdoes
doesititdo?
do?
Work
WorkSchedules
Schedulesspecify
specifyaathe
thenumber
numberof
of working
working
hours
hoursper
perday
dayfrom
fromaaparticular
particulardate
datein
inaarecurring
recurring
cycle
cyclethat
thatyou
youspecify
specify

Field

Usage

External Code

Code to identify specific Work Schedule

External Name

Description of the work schedule

Starting Date

Date on which the work schedule should take effect.


Connect day and date

Day

Number of the sequence of days in the Work Schedule.


Can be as many days as you want.

Working Hours

Number of working hours expected to be worked on a


particular day / date.

11

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Time Profile
Holiday Calendar

Holidays
Work Schedule
Time Profile

What
Whatdoes
doesititdo?
do?
Time
TimeProfiles
Profilescontain
containspecific
specifictime
timetypes,
types,which
whichwhen
whenattached
attachedto
tothe
the
employee
employeefacilitates
facilitatesthe
theability
abilityto
tobook
booktime
timeoff
offfor
forthose
thosetime
timetypes
types
Field

Usage

External Code

Code to identify specific Time Profile

External Name

Description of the Time Profile

Effective Start Date

Date from which a user is able to attach this Time Profile to an


employee

Main ESS Time Type

The Time Type that will appear most prominently on the Time Off
requesting screen and is the default. Must also be a favourite
Time Type

Time Type

The Time Types that will be available to employee s to book


Time Off against

Enabled in ESS
Scenario

If yes then the employee can enter Time Off. If no only Admin
can enter Time Off

Favourite Time Type

Up to three Time Types can be designated as Favourite. They

12

appear prominently
Off Requesting
Screen All rights reserved.
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An SAP Company.

External Code

Enter a code to identify this Time Type

Time Type Generic Settings


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type
What
Whatdoes
doesititdo?
do?

Time
TimeTypes
Typesspecify
specifythe
thetypes
typesofofTime
TimeOff
Offthat
thatcan
canbe
bebooked
bookedby
byan
anemployee
employeevia
viathe
theassigned
assignedTime
TimeProfile
Profile

13

Field

Usage

External Code

Code to identify specific Time Type

External Name

Description of the Time Type

Workflow

The workflow process that this Type Time will go through for approval

Unit

Time Unit in which this time type is able to be booked - Hours or Days

Permitted Fraction for Unit


Day

Either Full, Half or Quarter Days allowed

Permitted Fraction for Unit


Hour

Full Day or Full Hour Booking Allowed

LOA Event Reason (Plan)

HR Event Reason for start of Leave Of Absence. Only complete if this is a Leave Of
Absence Time Type

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LOA Event Reason (Return To


Work)

HR Event Reason for end of Leave Of Absence. Only complete if this is a Leave Of
Absence Time Type

Time Type Take Rules


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

What
Whatdoes
doesititdo?
do?

14

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Take
TakeRules
Rulesallow
allowyou
youtotospecify
specifylimitations
limitationsand
and/ /or
orassociated
associatedmessages
messagesininrelation
relationto
tobooking
bookingtime
timeagainst
againstaa
specific
specificTime
TimeType.
Type.Can
Canbe
beused
usedtotoenforce
enforceeligibility
eligibilityrules
rulesininrelation
relationto
toaaTime
TimeType.
Type.You
Youcan
canspecify
specifymultiple
multiple
2012 SuccessFactors, An SAP Company. All rights reserved.
Take
TakeRules
Rulesagainst
againstaatime
timetype.
type.

Time Type Take Rules Example 1


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

IfIfthe
thestart
startdate
dateof
ofthe
theabsence
absenceisisbefore
beforetoday
todayfor
forthe
theuser
usermaking
makingthe
thetransaction
transaction

Then
Thenraise
raisean
anerror
errormessage
messagewith
withtext
textYou
Youcannot
cannotbook
bookabsence
absenceininthe
thepast!
past!

15

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Time Type Take Rules Example 2


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

IfIfthe
thestart
startdate
dateofofthe
theabsence
absencebeing
beingedited
editedisisbefore
beforetoday
todayfor
forthe
theuser
usermaking
makingthe
thetransaction
transaction

Then
Thenraise
raisean
anerror
errormessage
messagewith
withtext
textYou
Youcannot
cannotbook
bookabsence
absenceininthe
thepast!
past!

16

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Time Type Take Rules Example 3


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

IfIfthe
thedifference
differencebetween
betweenthe
thestart
startdate
dateand
andthe
theend
enddate
dateof
ofthe
theabsence
absenceisisgreater
greaterthan
than30
30days
daysand
andthe
the
continuous
continuouswork
workhistory
historyofofthe
theemployee
employeeisisless
lessthan
thanor
orequal
equaltoto730
730days
days

Then
Thenraise
raisean
anerror
errormessage
messagewith
withtext
textSickness
SicknessExceeds
Exceeds44weeks.
weeks.You
Youare
arenot
noteligible
eligibleto
totake
takethis
thisbased
basedon
onyour
your
length
lengthof
ofservice
service

17

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Time Type Take Rules Example 4


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

IfIfthe
thestart
startdate
dateor
orend
enddate
dateof
ofthe
theabsence
absenceisisininthe
thepast
pastand
andthe
theabsence
absencehas
hasbeen
beenApproved
Approved

Then
Thenraise
raisean
anerror
errormessage
messagewith
withtext
textYou
Youare
arenot
notallowed
allowedtotodo
dochanges
changesininthe
thepast
past

18

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Time Type Take Rules Example 5


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

IfIfthe
theduration
durationof
ofthe
theabsence
absenceisisgreater
greaterthan
than22days
days

Then
Thenraise
raisean
anerror
errormessage
messagewith
withtext
textYou
Youare
areonly
onlyallowed
allowedto
tocreate
createabsences
absencesof
of22days
daysas
asmaximum
maximumfor
forthis
this
time
timetype
type

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Time Type Decisions


Should
Should there
there be
be an
an
automatic check
against
against an
an earned
earned
balance for this time
type?
type?

No

Do not create and assign a Time Account Type to the Time Type.
These Time Types have no account balance.
Time Type Examples: Marriage Leave, Bereavement Leave, Jury Duty Leave,
Birth of Child, Moving House .

Yes
Create and assign a Time Account Type to the Time Type.
Time Accounts are created for each employee who has the Time Type in his or
her Time Profile.

Do employees
regularly earn
time off?

No

Do not create and assign an accrual rule .


Managers/HR grant time off to the account using manual adjustments. Often employees earn
extra time off through extra work.
Time Type examples: Complimentary Time Off, Time Off in Lieu

Yes
Create an Accrual Rule and assign it to the Time Account Type.
Regularly
Regularly create
create and
and run
run Time
Time Off
Off calendars
calendars for
for the
the Accrual
Accrual scenario
scenario to
to
create
create accruals
accruals // entitlements
entitlements on
on the
the employees
employees time
time account.
account.
Time Type examples: PTO, Vacation, Paid Sick Leave

Is
Is there
there a
a
policy that
determines
determines by
by
when a
balance needs
to
to be
be used?
used?

Yes

No

Define
Define the
the time
time account
account type
type
with Creation Permanent.
Time accounts with validity end
12/31/9999
12/31/9999 will
will be
be created.
created.
Employees can use the time off
whenever
whenever they
they want.
want.
Period-End
Period-End Processing
Processing is
is not
not
required for these Time Account
Types.

Define
Define the
the Time
Time Account
Account Type
Type with
with Creation
Creation Recurring.
Recurring.
Time accounts with yearly validity will be created.
Examples:
Examples: Use
Use up
up vacation
vacation from
from 2013
2013 by
by the
the end
end of
of March
March 2014.
2014. For
For this
this time
time account
account type,
type, you
you need
need to
to do
do period-end
period-end processing
processing every
every year.
year. This
This involves
involves creating
creating
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and
Time
and running
running
Time Off
Off calendar
calendar of
of Scenario
Scenario Account
Account Creation and
and period-end processing
processing to
to create
create new
new time
time accounts
accounts and
and transfer
transfer or
or forfeit
forfeit balances.
balances.

Time Account Type


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules
Time Account Type

What
Whatdoes
doesititdo?
do?
AATime
TimeAccount
AccountType
Typespecifies
specifiesprocessing
processingrules,
rules,ififrequired,
required,for
forthe
thefollowing
following
Accruals
Accruals(including
(includingfor
forHire
Hireand
andTermination)
Termination)
Account
AccountCreation
Creation
Period
PeriodEnd
EndProcessing
Processing
21

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Time Account Type A Closer Look


Processing Options vary depending on :1. Accrual Frequency Period this is how often accruals are created. Options are Weekly, Biweekly, Monthly, Twice Monthly, or Annually
2. Account Creation Type this is whether the employee time accounts never expires (Permanent) or has a Annual validity period (Recurring)
Time Account Type have rules which can be attached to the Time Account as part of their processing options, this allows logic based rules
to :1. Create Accruals at appropriate amounts and at appropriate times for a Time Account
2. Decide what happens to remaining balances at the end of an annual account validity period (if the time account is recurring)
3. Decides what happens to accruals if an employee is hired, if this is different from normal processing, i.e. employee starts part way
through an accrual period
4. Decides what happens to accruals if an employee is terminated, if this is different from normal processing, i.e. employee starts part way
through an accrual period can be the same as the Hire Rule

22

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Time Account Type Configuration Options: Permanent Time Account,


Annual or Monthly Accrual Frequency
Configuration Setting

Usage

Code

Code for the Time Account Type

Name

Description for the Time Account Type

Account Creation Type

Permanent

Accrual Frequency Period

Annual or Monthly

Unit

Unit in which the account should be managed, Hours or Days

Start Day Of Accrual Period

Day of Month which accrual period should start

Start Month Of Accrual Period

Month on which accrual period should start

First Accrual Booking Offset [Days]

Number representing day of month accrual should be posted

Time From Recruitment to First Accrual

If new hires don't start to accrue time off right away, but only after
a specified waiting period, enter that time here.

Time Unit From Recruitment to First Accrual

Unit of time related to the above setting

Simulate Accruals

Yes or No. Yes means employee can book future time off based on anticipated
accruals (Days, Weeks,Months or Years)

Balance Cannot Fall Below

Enter a Time Unit amount if employees are allowed to borrow time from future
accrual period.

Accrual Rule

Rule specifying details of the Accrual

Recruit Rule

Rule specifying details of accrual in Hire Scenario, if different from normal


processing

Termination Rule

Rule specifying details of accrual in Termination Scenario, if different from normal


processing

23

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Time Account Type Configuration Options : Permanent Time Account,


Weekly & Bi Weekly Accrual Frequency
Configuration Setting

Usage

Code

Code for the Time Account Type

Name

Description for the Time Account Type

Account Creation Type

Permanent

Accrual Frequency Period

Weekly or Bi Weekly

Unit

Unit in which the account should be managed, Hours or Days

Start Day Of Accrual Period

Day of Month which accrual period should start

Frequency Start Date

Define the start date of the first accrual period. The system then derives all
following accrual periods from the start date.

Start Month Of Accrual Period

Month on which accrual period should start

First Accrual Booking Offset [Days]

Number representing day of month accrual should be posted

Time From Recruitment to First Accrual

If new hires don't start to accrue time off right away, but only after
a specified waiting period, enter that time here.

Time Unit From Recruitment to First Accrual

Unit of time related to the above setting

Simulate Accruals

Yes or No. Yes means employee can book future time off based on anticipated
accruals (Days, Weeks,Months or Years)

Balance Cannot Fall Below

Enter a Time Unit amount if employees are allowed to borrow time from future
accrual period.

Accrual Rule

Rule specifying details of the Accrual

Recruit Rule

Rule specifying details of accrual in Hire Scenario, if different from normal


processing

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Termination
24
Rule
specifying details of accrual in Termination Scenario, if different from normal
processing

Time Account Type Configuration Options : Permanent Time Account, Bi


Monthly Accrual Frequency
Configuration Setting

Usage

Code

Code for the Time Account Type

Name

Description for the Time Account Type

Account Creation Type

Permanent

Accrual Frequency Period

Bi Monthly

Unit

Unit in which the account should be managed, Hours or Days

Start Day Of Accrual Period

Day of Month which accrual period should start

Start Month Of Accrual Period

Month on which accrual period should start

First Accrual Booking Offset [Days]

Number representing day of month accrual should be posted

Second Accrual Booking Offset [Days]

Number representing day of month the second accrual should be posted, if


Accrual frequency is Bi-Monthly

Time From Recruitment to First Accrual

If new hires don't start to accrue time off right away, but only after
a specified waiting period, enter that time here.

Time Unit From Recruitment to First Accrual

Unit of time related to the above setting

Simulate Accruals

Yes or No. Yes means employee can book future time off based on anticipated
accruals (Days, Weeks,Months or Years)

Balance Cannot Fall Below

Enter a Time Unit amount if employees are allowed to borrow time from future
accrual period.

Accrual Rule

Rule specifying details of the Accrual

Recruit Rule

Rule specifying details of accrual in Hire Scenario, if different from normal


processing

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Termination
25
Rule
specifying details of accrual in Termination Scenario, if different from normal
processing

Time Account Type Configuration Options : Recurring Time Account,


Annual or Monthly Accrual Frequency
Configuration Setting

Usage

Code

Code for the Time Account Type

Name

Description for the Time Account Type

Account Creation Type

Permanent

Accrual Frequency Period

Annual or Monthly

Unit

Unit in which the account should be managed, Hours or Days

First Accrual Booking Offset [Days]

Number representing day of month accrual should be posted

Time From Recruitment to First Accrual

If new hires don't start to accrue time off right away, but only after a specified waiting period, enter that time here.

Time Unit From Recruitment to First


Accrual

Unit of time related to the above setting

Simulate Accruals

Yes or No. Yes means employee can book future time off based on anticipated accruals (Days, Weeks,Months or Years)

Balance Cannot Fall Below

Enter a Time Unit amount if employees are allowed to borrow time from future accrual period.

Account Booking Offset [Months]

Optional. Enter the number of month employees can book against this time account after it expires

Account Creation Start Date

When the recurring Time Account is created. Options are either Employee Hire Date or Account Valid From Day or Month
(see below)

Account Valid From [Day]

Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific date accounts should become
valid if required

Account Valid From [Month]

Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific month accounts should become
valid if required

Posting Order

Define the order in which accounts with this time account type are processed. The options are Newest First or Oldest First. If
you don't select anything, Oldest First applies.

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Accrual Rule

Rule specifying details of the Accrual

Time Account Type Configuration Options : Recurring Time Account,


Weekly or Bi Weekly Accrual Frequency
Configuration Setting

Usage

Code

Code for the Time Account Type

Name

Description for the Time Account Type

Account Creation Type

Permanent

Accrual Frequency Period

Annual or Monthly

Unit

Unit in which the account should be managed, Hours or Days

Frequency Start Date

Define the start date of the first accrual period. The system then derives all following accrual periods from the start date.

First Accrual Booking Offset [Days]

Number representing day of month accrual should be posted

Time From Recruitment to First Accrual

If new hires don't start to accrue time off right away, but only after a specified waiting period, enter that time here.

Time Unit From Recruitment to First


Accrual

Unit of time related to the above setting

Simulate Accruals

Yes or No. Yes means employee can book future time off based on anticipated accruals (Days, Weeks,Months or Years)

Balance Cannot Fall Below

Enter a Time Unit amount if employees are allowed to borrow time from future accrual period.

Account Booking Offset [Months]

Optional. Enter the number of month employees can book against this time account after it expires

Account Creation Start Date

When the recurring Time Account is created. Options are either Employee Hire Date or Account Valid From Day or Month
(see below)

Account Valid From [Day]

Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific date accounts should become
valid if required

Account Valid From [Month]

Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific month accounts should become
valid if required

Posting Order

Define the order in which accounts with this time account type are processed. The options are Newest First or Oldest First. If
you don't select anything, Oldest First applies.

27 Rule
Accrual

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Rule specifying details of the Accrual

Time Account Type Configuration Options : Recurring Time Account, Bi


Monthly Accrual Period
Configuration Setting

Usage

Code

Code for the Time Account Type

Name

Description for the Time Account Type

Account Creation Type

Permanent

Accrual Frequency Period

Annual or Monthly

Unit

Unit in which the account should be managed, Hours or Days

First Accrual Booking Offset [Days]

Number representing day of month accrual should be posted

Time From Recruitment to First Accrual

If new hires don't start to accrue time off right away, but only after a specified waiting period, enter that time here.

Second Accrual Booking Offset [Days]

Number representing day of month the second accrual should be posted, if Accrual frequency is Bi-Monthly

Time Unit From Recruitment to First


Accrual

Unit of time related to the above setting

Simulate Accruals

Yes or No. Yes means employee can book future time off based on anticipated accruals (Days, Weeks,Months or Years)

Balance Cannot Fall Below

Enter a Time Unit amount if employees are allowed to borrow time from future accrual period.

Account Booking Offset [Months]

Optional. Enter the number of month employees can book against this time account after it expires

Account Creation Start Date

When the recurring Time Account is created. Options are either Employee Hire Date or Account Valid From Day or Month
(see below)

Account Valid From [Day]

Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific date accounts should become
valid if required

Account Valid From [Month]

Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific month accounts should become
valid if required

Posting Order

Define the order in which accounts with this time account type are processed. The options are Newest First or Oldest First. If
you don't select anything, Oldest First applies.

28 Rule
Accrual

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Rule specifying details of the Accrual

Time Account Type & Time Accounts

Time Type

Time Account
Type
(Recurring)

Time Account

Balance (Hours or Days)

Accrual / PEP

Time Off Requests

29

Time Account

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Balance (Hours or Days)

Time Account
Type
(Permanent)

Accrual / PEP

Time Off Requests

Time Off Requests

Period 2

Period n

Accrual / PEP

0
Period 1

Accrual

Time Type

Accrual / PEP

Accrual

Time Off Requests

Accrual

Time Off Requests

0
Period

Time Off Requests

Accrual

Rules For Time Account Types


There are 3 main types of rules :Take Rules
1. Take Rules
Used to enforce limitations of what time can be booked against Time Types
2. Accrual Rules
Used to automatically create Time Account additions based on company policy
Can be specific to Hire and Termination events if required
Can be based on Seniority
Can be prorated based on average FTE in a period
Can be based on organisational or personal attributes (e.g. Legal Entity, Age,)
3. Period End Processing Rules
Used to process remaining balances at the end of an Account Period based on company policy (e.g. Carry Over)

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Accrual Rule Examples : Fixed Amount Accruals

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Accrual Rule Examples : Seniority Based Accruals

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Accrual Rule Examples : Fixed Accrual Pro-Rated by FTE

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Accrual Rule Examples : Seniority Based Accruals Prorated By FTE

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Accrual Rule Examples : Fixed Accruals With Maximum Ceiling

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Period End Processing Rule Examples Zero Out Balance

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Period End Processing Rule Examples Carry Forward Remaining


Balance

37

SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.

Period End Processing Rule Examples Carry Forward Remaining


Balance With Limit

38

SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.

Time Off Calendars

Three types of calendars may be required to be run by an administrator on a periodic basis :1. Account Creation
2. Accruals
3. Period End Processing
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SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.

The Complete Picture


Holiday Calendar

Holidays
Work Schedule
Time Profile

Time
Type
Time
Type
Time Type
Time Type

Take Rules

Time Account Type


Time Account

Accrual
Rules

Hire
Rules

Time Off Calendar Creation (Account Creation / Accrual / Period

40

End Processing)
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company.
All rights reserved.

Terminati
on
Rules

Period End
Processing
Rules

Time Off Configuration Workbook

2011 SAP AG. All rights reserved.

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