SuccessFactors EC Updates – Q4 2016
1. Attachments enabled for personal Information
Type: Admin-opt
What is it: Now we can add attachments to the portlets in personal Information.
(ESS) Address, Biographical Information, National ID.
Importance: Many customers needs to attach legal documents or certifications to the respective portlets.
Prerequisites: Appropriate configuration in SDM and permission settings.
2. Set Role Based Permissions for Pay Target
Type: Admin opt-in
What is it: A new permission option allows to individually control the access to Edit/ View Pay Targets by role.
Importance: Pay targets are sensitive information Like any information in the compensation context, which need to be permissioned as individual as possible and should not be map with other permissions.
Prerequisites: Appropriate setting of the permission roles
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- Rehire Process: Defaulting of data from previous employment to be configurable
Type: Admin opt-in
What is it: The defaulting of data in the rehire screen has been made a subject to customizing. In the configuration it is decided per section in new hire (Personal Information, Job Information, and Compensation Information) whether the fields are defaulted from the existing data in the inactive employment
Importance: When rehiring an inactive employee in EC, the current behavior of the Rehire transaction to copy data from the previous employment (for defaulting purposes) is not desired by many customers. Some have data security concerns others find it confusing and stress that the bulk of the fields is overwritten anyway .
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- Off cycle event batch: New parameters which control frequency and execution day of the run
Type: Admin opt- in
What is it : Off-cyle event batch processes which can manage data changes based on time event (anniversaries of the hire date, pay grade level, probation date, etc… run on a daily bases. You can now parameterize them to run only weekly or monthly on a specific day.
Importance: Processes like an grad step progression based on seniority or age don’t require a daily run. In such cases it’s much more efficient to run them once a week or month. By parameterizing the process to run on a specific date (like the 15th of each month) you can make sure that all employees due to a change are updated right in time for the next payroll run
5. Asking sensitive for amount fields
Type: Admin opt-in
What is it: The tag that allowed to mask string-type fields can now be also applied for amount fields (of type double). This allows you to have those field masked when the screen is initially rendered. Then only if the user clicks the field it reveals it’s content.
Importance: In the context of compensation users often feel more comfortable if certain amount fields are masked by default and they activate their content only when the feel comfortable and no one can view their screen.
Prerequisites: Appropriate setting of field properties in the SDM.
6. Configure Side Panel for Position Org Chart – Position Management
Type: Universal
What is it: Configure Side Panel for Position Org Chart
Importance : Customer can add/ remove sections or change the sequence. Note: this is a global setting.
Prerequisites: Configuration: ‘Admin Center’ -> ‘Org Chart Configuration’ -> ‘Position Organization Chart
7. Global Assignment in Position Side Panel – Position Management
Type: Universal
What is it: Global Assignment in Position Side Panel
Importance: Beyond the icon on position card, there is now more information available for incumbents being on global assignment (home and host).
8. Right to Return’ in Position Side Panel – Position Management
Type: Universal
What is it: ‘Right to Return’ in Position Side Panel
Important: If an incumbent has a right to return to original position (once the current assignment ends), user can now access detailed information (if permissioned) in Side Panel.
9. Adding checks for CO API mapping rule
Type: Universal
What is it: Adding checks for CO API mapping rule when creating requisitions from Position OrgChart. Please see also Check Tool in Admin Center.
Important: To improve the data flow to RCM the following checks have been added:
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- Check if FieldNames in the mapping rule are valid, if the Requisition is created in Position OrgChart and
- In case the field is of type ‘Date’ it is being checked, if the FieldValue is valid
10. Work Permit Workflow Support – Workflow
Type: Admin opt-in
What is it: You can now enable workflows for the Work Permit portlet to have the creation, deletion and the maintenance of work permit data approved. This feature follows the standard workflow process where changes can trigger approval workflows for the defined person(s).
Important: It allows companies to have employees themselves maintain their personal document/work permit data.
11. New Option to Approve Workflow Requests on the New Homepage – Workflow
Type: Admin opt-in
What is it: New option to manage workflow requests from the new homepage including
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- sorting of workflow requests
- filtering out certain workflow requests and
- mass-approval to approve several requests at once
Important: It allows managers and HR admins a more efficient way of managing workflows. Prerequisites Use of the new homepage
12. Flexible working time with Working Time Accounts – EC Time
Type: Admin opt-in
What is it: Flexible working time via working time accounts. System calculates real time the recorded times against planned times. When employee works less a minus posting is triggered to the working time account, when he works more a plus posting is triggered.
Importance: Allows to balance out days with heavy workload with days with less workload. Allows employees to bring in balance private needs with business life. Allows employers not having to pay immediately overtime premium when employee works longer, cause it gets balanced out via the working time accounts.
13. Time Valuation Trace – EC Time
Type: Admin opt-in
What is It: Time Valuation trace allows for time admins to analyze exactly how and what the time valuation has calculated.
Important: When employees got question on overtime calculation or pay type generation the time administrator can switch on the time valuation trace, analyze what the time valuation calculates for a time sheet week and explain employees what and why the time valuation has produced a specific result. When time sheet is implemented the time valuation trace is a good tool for consultants to check their time evaluation configuration and to analyze if the configured rules provide the correct result.
Prerequisites:
Time Sheet.
Authorization for time valuation trace.
14. Split and Delimit of Absences – EC Time
Type: Admin opt-in
What is it: Absence times can automatically be splitted by an recorded overlapping absence.
Important: Employees goes 3 weeks on vacation. Within the vacation the employee gets 1 week ill. The system does currently not allow to record this overlapping absence. The previous record needs to be splitted manually
and the new record inserted. This is
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- cumbersome and error-prone process. The new feature “split and delimit” does this automatically. The new record gets inserted, the previous vacation record automatically splitted or delimited. The exact behavior can be configured on a
“collision group” level. Split and delimit is limited to absence recording in the time admin workbench and import of absence. Employee Self Service is not supported.
Prerequisites: Time Off
15. Absence recording in Time Sheet – EC Time
Type: Admin opt-in
What is it: Absence time types can now be recorded in the Time Sheet as well.
Important: Up to now absence data could only be displayed in the time sheet, but not recorded. In the 1611 release it is supported to record absence in the time sheet as well. This enhances the usability in a great deal, cause all time data can now be recorded in one place. Triggered workflow is still the separate workflow for leave request and absence input validations (take rules) are applied as if the absence would be recorded in the time off application.
Prerequisites: Time Off, Time Sheet
16. Rule function to calculate average value – EC Time
Type: Admin opt-in
What is it: Calculate Average Value For Numeric Job Info Field
Important: Time account accrual can now be pro-rated based on for example a change in the
employees job grade. Example: Job Grade A has an entitlement of 30 days a year, Job Grade B 32 days. Employee gets a promotion on 01. Aug. to Job Grade B. Customer can use a rule function to write the entitlement values for the different job grades into a custom field and perform a proration on daily basis.
Prerequisites: Time Off
17. Team absence calendar on People Profile 3 – EC Time
Type: Admin opt-in
What is it: Team absence calendar on new homepage
Important: Team absence calendar is shown on new homepage
Prerequisites: People Profile 3
18. Re-Design of timesheet approval UI – EC Time
Type: Admin opt-in
What is it: Re-Design of timesheet approval UI
Important: The time sheet approval UI shows now not only the results of the time valuation, but also the times that the employee has recorded.
Prerequisites: Time Sheet
19. Preventing recording of absences for terminated employees – EC Time
Type: Admin opt-in
What is it: Rule function that prohibits
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- provide already existing absences for a given period or after a certain date
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- to provide employee status per effective date in the absence validation rule.
Important: To prevent absence recording for a period where the employee is already terminated and to check if for a terminated employee absences exist.
Prerequisites: Time Off