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Confidential
Confidential
Holiday Calendar
Holidays
Work Schedule
Time Profile
Time
Type
Time
Type
Time Type
Time Type
Time Account
Hire
Hire Rule
Rule
Workflow Request
Termination
Termination Rule
Rule
Account /Accrual Creation
Parameters
Parameters
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Account Creation
Accrual Creation
Period End Processing
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
DEMO
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Confidential
Holiday Calendar
Holidays
Work Schedule
Time Profile
Time
Type
Time
Type
Time Type
Time Type
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
Name
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
External Name
Date Of
Holiday
Holiday Class
Holiday
10
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
External Name
Starting Date
Day
Working Hours
11
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
External Name
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
Enabled in ESS
Scenario
If yes then the employee can enter Time Off. If no only Admin
can enter Time Off
12
appear prominently
Off Requesting
Screen All rights reserved.
SuccessFactors Proprietary
and Confidentialon the
2012Time
SuccessFactors,
An SAP Company.
External Code
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
External Name
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
HR Event Reason for start of Leave Of Absence. Only complete if this is a Leave Of
Absence Time Type
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
HR Event Reason for end of Leave Of Absence. Only complete if this is a Leave Of
Absence Time Type
Holidays
Work Schedule
Time Profile
Time
Type
Time
Type
Time Type
Time Type
Take Rules
What
Whatdoes
doesititdo?
do?
14
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.
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
19
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
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
SuccessFactors
Proprietary and
Confidential 2012Creation
SuccessFactors, period-end
An SAP Company. All rights reserved.
20
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.
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
22
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Usage
Code
Name
Permanent
Annual or Monthly
Unit
If new hires don't start to accrue time off right away, but only after
a specified waiting period, enter that time here.
Simulate Accruals
Yes or No. Yes means employee can book future time off based on anticipated
accruals (Days, Weeks,Months or Years)
Enter a Time Unit amount if employees are allowed to borrow time from future
accrual period.
Accrual Rule
Recruit Rule
Termination Rule
23
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Usage
Code
Name
Permanent
Weekly or Bi Weekly
Unit
Define the start date of the first accrual period. The system then derives all
following accrual periods from the start date.
If new hires don't start to accrue time off right away, but only after
a specified waiting period, enter that time here.
Simulate Accruals
Yes or No. Yes means employee can book future time off based on anticipated
accruals (Days, Weeks,Months or Years)
Enter a Time Unit amount if employees are allowed to borrow time from future
accrual period.
Accrual Rule
Recruit Rule
SuccessFactors
Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rightsRule
reserved.
Termination
24
Rule
specifying details of accrual in Termination Scenario, if different from normal
processing
Usage
Code
Name
Permanent
Bi Monthly
Unit
If new hires don't start to accrue time off right away, but only after
a specified waiting period, enter that time here.
Simulate Accruals
Yes or No. Yes means employee can book future time off based on anticipated
accruals (Days, Weeks,Months or Years)
Enter a Time Unit amount if employees are allowed to borrow time from future
accrual period.
Accrual Rule
Recruit Rule
SuccessFactors
Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rightsRule
reserved.
Termination
25
Rule
specifying details of accrual in Termination Scenario, if different from normal
processing
Usage
Code
Name
Permanent
Annual or Monthly
Unit
If new hires don't start to accrue time off right away, but only after a specified waiting period, enter that time here.
Simulate Accruals
Yes or No. Yes means employee can book future time off based on anticipated accruals (Days, Weeks,Months or Years)
Enter a Time Unit amount if employees are allowed to borrow time from future accrual period.
Optional. Enter the number of month employees can book against this time account after it expires
When the recurring Time Account is created. Options are either Employee Hire Date or Account Valid From Day or Month
(see below)
Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific date accounts should become
valid if required
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.
26
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Accrual Rule
Usage
Code
Name
Permanent
Annual or Monthly
Unit
Define the start date of the first accrual period. The system then derives all following accrual periods from the start date.
If new hires don't start to accrue time off right away, but only after a specified waiting period, enter that time here.
Simulate Accruals
Yes or No. Yes means employee can book future time off based on anticipated accruals (Days, Weeks,Months or Years)
Enter a Time Unit amount if employees are allowed to borrow time from future accrual period.
Optional. Enter the number of month employees can book against this time account after it expires
When the recurring Time Account is created. Options are either Employee Hire Date or Account Valid From Day or Month
(see below)
Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific date accounts should become
valid if required
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Usage
Code
Name
Permanent
Annual or Monthly
Unit
If new hires don't start to accrue time off right away, but only after a specified waiting period, enter that time here.
Number representing day of month the second accrual should be posted, if Accrual frequency is Bi-Monthly
Simulate Accruals
Yes or No. Yes means employee can book future time off based on anticipated accruals (Days, Weeks,Months or Years)
Enter a Time Unit amount if employees are allowed to borrow time from future accrual period.
Optional. Enter the number of month employees can book against this time account after it expires
When the recurring Time Account is created. Options are either Employee Hire Date or Account Valid From Day or Month
(see below)
Only visible if Account Valid From Day or Month is chosen in above setting. Enter specific date accounts should become
valid if required
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
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Time Type
Time Account
Type
(Recurring)
Time Account
Accrual / PEP
29
Time Account
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Time Account
Type
(Permanent)
Accrual / PEP
Period 2
Period n
Accrual / PEP
0
Period 1
Accrual
Time Type
Accrual / PEP
Accrual
Accrual
0
Period
Accrual
30
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
31
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
32
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
33
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
34
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
35
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
36
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
37
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
38
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
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
39
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company. All rights reserved.
Holidays
Work Schedule
Time Profile
Time
Type
Time
Type
Time Type
Time Type
Take Rules
Accrual
Rules
Hire
Rules
40
End Processing)
SuccessFactors Proprietary and Confidential 2012 SuccessFactors, An SAP Company.
All rights reserved.
Terminati
on
Rules
Period End
Processing
Rules
Confidential
41
Thank You!
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Objects is an SAP company.
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AG.
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Confidential
43