Common Approach for Time Off Period End Processing Rule
Background: Period End Processing is a very common functionality in SuccessFactors Time Off solution. Mostly there are three different scenarios in terms of Period End Processing functionality (there may be few exceptions also)
- Forfeit all the time account balance of the old account.
- Carry forward up to certain limit of balance from the old account to the new account.
- Carry forward all the remaining balance from the old account to the new account.
Note: Again, there may be exceptions on the above-mentioned scenarios.
Whenever multiple countries/ Time account types are in scope then there may be need of writing of multiple PEP rules. In this blog we are going to discuss how to simplify the process with the use of a single PEP rule.
Solution Summary: Here we are going to use MDF look up functionally to use a single PEP rule multiple countries/ Time Account Types.
Step 1: Create a MDF with the relevant fields. Here I am using two fields
The externalCode is Generic object (TimeAccountType)
Step 2: Create Entries in the MDF lookup table based on requirement.
If the need is to carry forward up to certain limit of balance then you can maintain the maximum limit value in the MDF. In the example below I have used 5 days.
If the need is to forfeit the remaining balance of the old account then you can maintain the maximum value as zero(0) in the MDF.
If the need is to carry forward all the balance from the old account to the new account then you can maintain the maximum value as 999 (or any value you would like use).
Step 3: Configure the Common PEP Rule. Sample rule below.
Read the value from the MDF based on the Time Account Type & keep it in a variable.
If the value of the variable is 0 then the remaining balance needs to be forfeited. The same is configured in the sample rule snippet.
If the value for the variable is 999 then all the balance from the old account needs to be moved to new time account. The same is configured in the sample rule snippet.
If the value for the variable is not 0 or 999 then all certain limit of balance needs to be moved to new time account from the old account. The same is configured in the sample rule snippet.
Summary: This method can easily be used to simplify the Period End Processing for Multi Country Implementation. There may be another approach also, feel free to comment on that.
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