b2111 - Standard Time Off Configuration Workbook

Employee Central Time Off Configu
Workbook (b2111)
<CUSTOMER>
ff Configuration
2111)
ER>
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Table of Contents
Introduction
Links
Configuration Decisions
General Settings
Data Group
Step 1 - Define Expected Holiday / Holiday Calendar
Step 2 - Define all appropriate Work Schedules (days of the week and number of hours worked each day
Step 3 - Define all the Time Type, or types of absences that will be potentially required for the whole employee base, regardless of geographical
location or any other factors. Attach Workflow and Time Account Type details to these as required
Step 4 - Define Time Profile and attach appropriate Time Types, these in turn include the processing rules
Step 5 - Define Time Account Types for absence types that require balance calculation as a result of leave requests
Step 6 - Define Time Account Payout Profile linked to Time Account
Step 7 - Define Absence Counting Method required for balance reduction
Step 8 - Define Accrual rules for Accrual calculation
Step 9 - Define any Period End Processing Rule required
Step 10 - Define required Workflow approval processes that will be required for Absences / Leave Of Absences
Step 11 - Define any Take Rules
Optional Tables (If Needed)
Step 12 - Define Propagations, if needed
Step 13 - Time Account Accrual Eligiblity, if needed
Step 14 - Sample Accrual Lookup by Seniority Table, if needed
Step 15 - Interim Time Account Update, if needed
Step 16 - Flexible Date Rule, if needed
Signoffs
Document Signoffs for each iteration
Introduction
Links
Jump to Tab…
General RBP Settings
Holiday Calendar
Work Schedule
Time Type
Time Profile
Time Account Type
Time Account Payout Profile
Absence Counting Method
Accrual Rules
Period End Processing Rules
Workflow
Take Rules
Propagation
Accrual Eligibility
Seniority Table
Interim Time Update
Flexible Date Rule
Sign-Off
Holiday Calendar Holiday Calendar Holidays
Time Off Overview

How Does Time Off Work?
Work
WorkSchedule
Schedule Work Schedule
Time
TimeProfile
Profile Time Profile Time Type
Time Type
EC Job Info – Time Off Time Type
Time Type
Account Eligibility Status Time Type
(Time Off Configuration)
Time Account Type

Time Account Eligibility Status
Accrual Rule
Time Account
Period-End Processing Rule
Time Account Detail Hire/Termination Rule
Time Off Request

(employeeTime) Time Off Calendar (Time
Account Change Calendar)
Workflow Request
Time Off Employee Transactional Data

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Introduction
Working with Your SuccessFactors Consultant
Together with your Professional Services Consultant you will explore and discuss each of the decision points described thro
Your SuccessFactors Professional Services Consultant is ready to guide you through the completion of this workbook. You
complete the workbook on your own or without our guidance. While you own the maintenance of the document so that y
the document together.
Once you have identified and recorded the configuration options that meet your needs we will ask you to sign-off on this c
of describing how you would like to see SuccessFactors configured by your Professional Services Consultant. Upon receipt
SuccessFactors to match your requests.
The implementation methodology calls for three sprints, or iterations, where you can complete the workbook to describe
You will use the workbook to record the configuration you have requested. Note that the signoff for configuration “receiv
final signoff of “production readiness”.
SuccessFactors Consultant Responsibilities
Explain the options available in the Configuration Workbook
Provide feedback and suggestions on the best ways to utilize SuccessFactors to accomplish the customer’s business objecti
Configure the SuccessFactors system to match the customer requests documented in the Configuration Workbook after si
[CUSTOMER] Responsibilities
Own the Configuration Workbook document
Complete the Configuration Workbook with guidance and explanation from the Consultant, filling in the pale yellow sectio
Sign the workbook before the Consultant makes any configuration changes
Note: The Configuration Workbook represents what you are requesting to see in the next iteration of the system. The syst
the workbook and configures the system to match it.
Keys to using the Configuration Workbook
The workbook contains the following elements:
• Configuration Item Discussion – Wording following each section heading describing the configuration item and possible c
• Customer Input/Decision: . Individual choices are colored with a pale yellow background.
• General Requirements: Area where you may record other comments, requests, or choices relating to configuration
• Business Drivers: Area where you may record business decisions and logic about the configuration element
• Iteration Configuration Modifications: During iterations 2 and 3, this is an area where you may record modifications or c
General Notes
• This Configuration Workbook may make reference to products or services which are not part of your SuccessFactors agre
to you and what is not.
• This Configuration Workbook does not contain every possible configuration option. If it did, it would be 50 times bigger
less frequently used features of SuccessFactors if they are a fit for your organization.
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Configuration Workbook Sign-Off - Time Off
The intent of this sign-off is to close the requirements gathering phase.
The CUSTOMER team has reviewed this configuration workbook and agreed to the following:
The configuration workbook accurately reflects the CUSTOMER’s requirements as they relate to Time Off and the assoc
The SuccessFactors proposed solution addresses these requirements as they are understood by the project team
By moving forward with these requirements, the CUSTOMER understands that any requests for future edits and changes
Throughout a project, new information may surface that may necessitate a change in business requirements or a change
scope and therefore estimated level of effort, project timeline or solution features. Change Orders may result in adjustm
SuccessFactors acknowledges that after scoping the reporting requirements, additional review of this design document m
be initiated by either a CUSTOMER or SuccessFactors team member. Due to the complexity of some change orders, Succe
the requested change. SuccessFactors will inform <CUSTOMER> of the estimate if a charge will apply.
Iteration 1
Signed <PROJECT MANAGER>: Date:
___________________________________________________________
Iteration 2
Signed <CUSTOMER>: Date:
___________________________________________________________
Iteration 3
Signed <CUSTOMER>: Date:
___________________________________________________________
elate to Time Off and the associated processes
ood by the project team
sts for future edits and changes could impact the project start date
iness requirements or a change in the technical environment. These changes may result in a change in project
ge Orders may result in adjustments to this estimate and an increase in the estimated costs.
view of this design document may be necessary. Any changes to scope will require a Change Order, which may
y of some change orders, SuccessFactors may bill the CUSTOMER for the time required to scope and estimate
e will apply.
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Iteration 2 Change
Iteration 3 Change
Permission Employee
Employee Central Effective Dated Entities

Time Type Profile
Holiday calendar Code
Work Schedule
Employee Views
Manage Time Off
Time Management
Manage Time Off

Time Account (View/Edit)
Manage Time Off Structures
Manage Time Off Calendars
Manage Payout
Manage Time
Access Workbench
Maintain Individual Work Schedule
Maintain Temporary Change
Link Absences
Access Time Alerts
Access Time Account Process Simulator
Access Time Management Configuration Search
Show Time Account Balance in Termination Screen
Access Time Account Payouts
General RBP Settings
Manager HR Manager HR Administrator System Administrator

Learn More about this fu
This section outlines eac
data or portlets within th
Comments permissions are split by R
Learn More about this functionality:
This section outlines each of the permissions that do not pertain to individual
data or portlets within the Employee Central system. Each of these
permissions are split by Role
STEP 1 - DEFINE INDIVIDUAL HOLIDAY FOR EACH COUNTRY IN WHICH TIME OFF WILL BE DEPLOY
NEXT YEAR INITIALLY. THE APPROPRIATE HOLIDAY CALENDAR WILL BE
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Iteration 2 Change
Iteration 3 Change
Holiday Calendar Hol
Name Country External Code Date Of Holiday

USA Holiday
Calendar USA USA_Holiday_Calendar 1/1/2015
TIME OFF WILL BE DEPLOYED. THESE WILL BE DAYS ON WHICH EMPLOYEE WILL NOT BE ABLE TO BOOK TIME
OLIDAY CALENDAR WILL BE ATTACHED TO EMPLOYEES TO SPECIFY WHICH PUBLIC / STATUTORY HOLIDAY ARE
Learn More about this functi

Holiday Calendars: Are typica
particular date. Note you typ
Holiday Assignment
holiday days such as Christm
Holiday Class Holiday Code Name
Full New_Years_Day New Years Day

E ABLE TO BOOK TIME OFF. GROUP HOLIDAYS SPECIFIED INTO HOLIDAY CALENDARS. PLEASE CREATE AT CUR
ATUTORY HOLIDAY ARE APPLICABLE TO THEM WHERE THEY WILL NOT BE ABLE TO BOOK TIME OFF
earn More about this functionality:

Holiday Calendars: Are typically created for one or more years and allow the holiday days to be allocated to
articular date. Note you typically create different Holiday Calendars for each counrty.
Holidays: Are object to create recurring standard

oliday days such as Christmas Day, New Year's Day, August Bank Holiday, Memorial Day etc.
S. PLEASE CREATE AT CURRENT YEAR AND
BOOK TIME OFF
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Iteration 2 Change
Iteration 3 Change
Workschedule Name Flexible Requesting Workschedule External Country Average Hours

Allowed Code Per Day
Mon - Fri 8 Hours days No 5DAY8HOUR USA 8

STEP 2 - SPECIFIE
Please Enter Values (in White) For All Work Schedule Types
Average Hours Average Hours Average Hours Average Working Work Schedule Model Start Date
Per Week Per Month Per Year Days Per Week Days
40 160 2080 7 7 Period 12/31/1899

STEP 2 - SPECIFIES RECURRING WORK PATTERNS WHICH ARE ATTACHED TO EMPLOYEES. THESE WORK P
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day N Hours

Planned Planned Planned Planned Planned Planned Planned
Hours Hours Hours Hours Hours Hours Hours
8.0 8.0 8.0 8.0 8.0 0.0 0.0 0.0

EMPLOYEES. THESE WORK PATTERNS ARE MAPPED TO A CALENDAR AND ALLOW THE SYSTEM TO UNDERSTA
Only Enter Values (in Blue) if

Schedule is for Individual Only Enter Values (in Yellow) if schedule is for Period Work Schedule. The Segment Columns listed b
Work Schedule
Individual Employee (Name) Time Recording Category Day Segment Segment

Variant Clock Start Clock End
Time Time
John Doe Clock Times Planned Hours 1 8:00 16:00

E SYSTEM TO UNDERSTAND HOW MUCH TIME OFF AN EMPLOYEE IS TAKING, BASED ON THEIR PLANNED WO
ule. The Segment Columns listed below are designed to support Clock Time Only Only Enter Values (in Red) is for a Schedule WorkSchedule
Shift Segment Planned Segment Planned Day Model Time Recording Search Field Starting Date
Classification Hours (Decimal) Hours and Variant
Minutes (hh:mm)
No Selection 8 8:00 No Selection Duration None 12/31/1899

THEIR PLANNED WORKING HOURS
Only Enter Values (in Grey) if schedule is for Work Schedule Day Models. The Segment Columns listed below are de
a Schedule WorkSchedule support Clock Time Only
Period Model Time Recording Segment Clock Segment Clock Segment Category Shift
Variant Start Time End Time Classification
Scheduled Working
Salaried Clock Times 8:00 16:00 Time No Selection
Segment Columns listed below are designed to
Segment Segment Planned A work schedule is assigned to each employee, showing, for example, how m
Planned Hours Hours and Minutes that employee is to work and how many hours on each of those days.
(Decimal) (hh:mm)
Here are some important points to note:
Non-work days, such as days 6 and 7 in the above example, need to appear
schedule too, with the number of hours entered as zero (0). Don't leave the
blank in such cases.
8 8:00
The starting date field refers to the starting date of the work schedule, not t
the employee to whom the work schedule is assigned. For example, if the st
on Tuesday, January 1, 2013, day 1 in the schedule is a Tuesday, day 2 is a W
on.
oyee, showing, for example, how many days per week
hours on each of those days.
e above example, need to appear in the work

ntered as zero (0). Don't leave the number of hours
ng date of the work schedule, not the starting date of

e is assigned. For example, if the starting date is set
schedule is a Tuesday, day 2 is a Wednesday, and so
STEP 3 - SPECIFY ALL THE TYPES OF TIME THAT EMPLOYEES CAN TAKE, THIS LIST SHOULD TAKE INTO
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Iteration 2 Change
Iteration 3 Change
Country Code (3
External Code Name/Description Classification Unit
Char)
Sick_Leave USA Sick Leave Absence HOURS

T SHOULD TAKE INTO ACCOUNT MULTIPLE JURISDICTIONS OR COUNTRIES, THERE WILL MOST LIKELY BE MU
Permitted Fractions for Workflow Permitted Fractions

Absence Class
Unit Days Configuration for Unit Hours
UNSPECIFIED FULL_DAY TIMEOFF FULL_DAY

ES, THERE WILL MOST LIKELY BE MULTIPLE CODES OF THE SAME TYPE OF TIME REQUIRED FOR MULTIPLE JUR
If Minutes, Allowed
LOA Start LOA End Balance Calculation
Requests in Increments of
Event Reason Event Reason Setting
(Minutes)
10 <Event Reason_Ref> <Event Reason_Ref>

Consider Bookings Until Calculation Date
IRED FOR MULTIPLE JURISDICTIONS AS THESE WILL MOST LIKELY HAVE DIFFERENT ATTRIBUTES
Requesting on Non
Duration Display Activate Cancellation Admin Workflow Flexible Requesting
Working Days
According To Workflow Configuration Allowed
Alowed?
Work Schedule 1 NONE 1 0

RIBUTES
Accrual Recalculation Undetermined End

Time Account Type Take Rule Alert Text
Relevance Date Allowed
Alert when more

Max 20 days in a than 40 days sick
Sick Leave row leave in last year NONE TRUE
Absence Retention Collission Grouping Custom Fields
Posting Priority Counting Method
Group (If Applicable) (If Applicable) (If Needed)
Certificate
Attachment
Learn More about this functio
The time units possible here are Hour(s) and Day(s). You have to make and save an entry for one of them
For accounts managed in days, you specify how days are handled in your Time Off system by choosing o
- Only full day bookings are allowed.
- Half day bookings are allowed.
- Quarter day bookings are allowed.
This means you can book a quarter of a day, half a day, three quarters of a day, or a day at a time.
For accounts managed in hourse, you specify how hours are handled in your Time Off system by choosin
- Only full day bookings allowed.
- Full hours allowed.
This means you can book a number of full hours time off on a given day, up to the maximum number of
specifies, say, 6.5 hours per day, you can book that whole day, including the half hour.
Leave Of Absence
If you are using the full Time Off function along with the LOA feature, you now need to enter your LOA ti
types in the relevant time profile. Users with this time profile can then apply for leave of absence in the
way as they would for any other time off.
If you are only using Time Off for LOA, you need to create a profile with exactly the external code
LEAVE_OF_ABSENCE_PROFILE and then to assign your LOA time types to this profile. There's no need to
assign this profile to employees.
d save an entry for one of them in each time type.
Time Off system by choosing one of the following in the allowedFractionsUnitDay field:
a day, or a day at a time.
our Time Off system by choosing one of the following in the allowedFractionsUnitHour field:
up to the maximum number of hours you would normally be working that day. Note that if your work schedule
he half hour.
u now need to enter your LOA time

ply for leave of absence in the same
xactly the external code

this profile. There's no need to
STEP 4 - GROUP TIME TYPES SPECIFIED IN Step 5 INTO TIME TYPE PROFILES WHICH CAN BE SUBSEQ
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Iteration 2 Change
Iteration 3 Change
Time Profile External

Code Time Profile Name Country
USA_Corporate USA_Corporate USA
E PROFILES WHICH CAN BE SUBSEQUENTLY ATTACHED TO EMPLOYEE SPECIFYING WHICH TIME TYPES THEY H
Time Profile Start Time Recording Main ESS Time

Date Variant Time Profile Status Type Time Type
12/31/1899 Duration Active Yes Sick Leave
WHICH TIME TYPES THEY HAVE ACCESS TO BOOK TIME OFF AGAINST
Time Account Type for

Time Off in Lieu (External
Code)
Enable for Favourite Time Hide Account
ESS Type External Code Balance
Yes Yes TOIL 1 2
Having assigned several time types to a time profile, you then assign the time profile to those employees it applies to. Check that one
time types in the profile is your main ESS time type.
When you assign a time profile to job information for an employee, the time accounts are generated automatically. However, if you
add further time types to an existing time profile, no time accounts are generated. To cover this, you need to create the necessary ti
account individually for the employee(s) affected. To do this, go to the Admin Tools and choose Manage Generic Objects. In the resu
screen, choose Time Account and make the necessary entries. You don't need to enter anything under Time Account Details.
it applies to. Check that one of the
omatically. However, if you later

d to create the necessary time
Generic Objects. In the resulting
me Account Details.
STEP 5 - DEFINE PARAMETERS FOR BALANCE CHECKING AGAINST TIME TYPES, INCLUDING WHEN TI
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Iteration 2 Change
Iteration 3 Change
What Time Unit

What is the Time Account Called?
is used?
Country
Code Name Unit
(3 Characters)
Sick_Leave USA Sick Leave Hours

YPES, INCLUDING WHEN TIME ACCOUNT SHOULD BE CREATED, HOW AND WHEN ACCRUALS SHOULD BE DE
Time Account Creation

How/when should be time accounts created?
Permanent / Flexible Account Start Date

Account Creation Start Date
Recurring Rule
Recurring Employee Hire Date

WHEN ACCRUALS SHOULD BE DEALT WITH AND WHAT HAPPENS AND THE END OF A TIME ACCOUNT PERIOD.
Creation
e accounts created?
Account Valid From

Account Valid Account Booking Frequency First Accrual
(month) for account
From (day) Offset (Months) Period Offset (Days)
creation on a fix date
1 1 12 Months Weekly 0
A TIME ACCOUNT PERIOD. THESE VALUES SHOULD SUBSEQUENTY BE ASSIGNED TO APPROPRIATE TIME TYPE
Time Account Parameters
Ongoing Accruals
Start of accrual Balance Cannot

Accruals Based On Posting Order Simulate Accruals
period Fall Below
1/1/2014 Standard -5 Oldest First Yes

NED TO APPROPRIATE TIME TYPES (IN STEP 4)
meters
Accrual Bookings
How should accruals be posted
Initial Accrual
Level of Accrual Accrual Transfer
Entitlement Method Accrual Rule Transfer Date
Automation Rule
Rule
No Automation Entitled as Accrued 30 days fix <Rule_Ref> <Rule_Ref>

Accrual Bookings
How should accruals be posted?
New Hires
Accrual Transfer Advances Time From Hire to Time Unit From Hire to Are Prorations used for
Date Rule Allowed First Accrual First Accrual New Hire Accruals
<Rule_Ref> No 90 Days Yes

w Hires Termination
At Termination: Current
Are rounding values included for
Hire Rule balance listed or should Termination Rule
New Hires
balance become zero
Sick Leave Hire

Round Up_To Full Number (i.e. - Accrual - Prorate
10) months Zero Term_US
Period End Processing or Interim Time
Recalculation Field
Account Update Rule
ination
Period End Period End

Termination Rule Data
Processing or Interim Processing Recalculation Field
Effective Date
Update Rule Automation
Take over max 5

Accruable End Date days Auto Calendars FTE
Pay
Pay Component
Payout Eligiblity Payout Profile Pay Component Termination Accrual
Separated
Not Eligible
Payout Eligibility
Payout Fields
Pay Component Allow Payout With Account Retention Group

Snapshot Allowed
Termination Simulation (If Applicable)
Termination YES
Learn More about this functionali
Time account types need to be defi
assign the time account type to th
Do Not Consider Pending

Account Detail Retention
Requests When
Group (If Applicable)
Calculating Balances
YES
earn More about this functionality:
ime account types need to be defined for time types that have a balance that needs to be checked. You subsequently
ssign the time account type to the relevant time type.
CREATE TIME ACCOUNT PAYOUT PROFILE WHICH WILL NEED TO BE ASSIGNED TO TIME ACCOUN
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Iteration 2 Change
Iteration 3 Change
Pay Component
External Code External Name Country/Region Group
USA_Corporate USA_Corporate USA
Validation Rules
Rule Code Rule Name

Validate no more than
2PayoutsPerYear 2 payouts per year
ASSIGNED TO TIME ACCOUNT TYPE
Separate Pay
component on Pay Component on
Pay Component Termination Termination Workflow Configuration
Leave-Payout TermLeavePayout MgrApproval
Payout Profile Object Rules
Rule Code Rule Name Rule Type
Conditional Conditional Workflow OnSave

Instructional Text
les
CREATE COUNTING RULES WHICH WILL NEED TO BE ASSIGNED TO TIME TYPE
Iteration 2 Change
Iteration 3 Change
JUMP BACK TO TOC
External External Calculation Based

Code Name Country/Region on Monday Tuesday
TYPE
Wednesday Thursday Friday Saturday Sunday Consider Holidays

Deduction Factor
STEP 6 - SPECIFY LOGIC REPRESENTING COMPANY POLICY ON WHEN, AND HOW TIME SHOULD BE ACCRUED THAT EMPLO
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Rule Name Rule Type Rule Scenario
Iteration 2 Change
Iteration 3 Change
Sick Leave Accrual Accrual Accrual

SHOULD BE ACCRUED THAT EMPLOYEES CAN SUBSEQUENTLY BOOK TIME AGAINST
Rule ID Country Accrual Rule Functional Description
Post 10 days of Sick Leave for all employees on the

first day of the calendar year, with an additional 1
Sick Leave Accrual USA day posted for each 10 years of service
Time Account Type
Holiday Learn More about this functionality:

If you would like to have accruals created automatically in Time Off, you will need to create a
an Time Off Accrual Rule, you can have the posting date and accrual amount determined aut
each Time Account Type. Time Off Accrual Options are:
- Fixed Amount Accruals
- Accruals depending on Employees Seniority or Employees Years of Service
Alternatively, you can use any criterion from job or employment information to create an ac
- Combinati
(example: seniorty + business unit) can be used to determine the accrual option) to create an
, you will need to create a rule where you define how this should happen. By using
al amount determined automatically. Typcially, you will create an Acccrual Rule for
Fixed Amount Accruals
es Years of Service
-
formation to create an accrual group
- Combinations of fields from job info and employement info
ccrual option) to create an accrual group
STEP 7 - SPECIFY LOGIC REPRESENTING COMPANY POLICY ON HOW TO DEAL WITH REMAINING TIME BALANCES AT THE EN
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Iteration 2 Change
Iteration 3 Change
Rule ID Rule Type Rule Scenario
SICK LEAVE_PEP Period End Processing Period-End Processing

AINING TIME BALANCES AT THE END OF A PERIOD
Rule Name Period End Processing Rule Functional Description
Carry over any remaining Balance for employees up to a

maximum of 5 days and ensure that these can only be taken in
Sick Leave Period End Rule the first three months of the subsequent period
Time Account Type
Sick Leave Learn More about this functionality:

Period-end processing is performed when the financial year ends and follow-up
the end of the bookable period of an account is reached, you typically want to d
account for example:
- The balance is set to zero so that
- The remaining balance is carried forward from the old account to t
balance is carried forward, but only up to a certain limit.

he financial year ends and follow-up actions on time accounts should take place. When
nt is reached, you typically want to decide how to deal with a remaining balance on that
- The balance is set to zero so that the employee cannot use it anymore.
ied forward from the old account to the new one.

- The remaining
certain limit.
STEP 8 - TIMEOFF WORKFLOW
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Iteration 2 Change
Iteration 3 Change

Workflow
Is Delegate
Workflow ID Workflow Name Remind in Days
Supported
TIMEOFF TIME OFF 3 YES

orkflow
Redirect CC Users to Workflow

Alternate Workflow Approver Type Approver Role
Approval Page
<Workflow_Ref> NO Role Employee Manager

Workflow Step 1
Edit Transaction Edit Transaction No Approver Respect

Context
Capability Capability Behavior Permission
Source Edit Edit

Workflow Step N
Edit Transaction
Approver Type Approver Role Context Edit Transaction Capability
Capability
Role Employee Manager Source Edit Edit

Contributer Role 1 Contributer Role N CC Role
No Approver Respect Approver Approver Approver Approver Approver

Behavior Permission Type Type Value Type Type Value Type
CC Role Define the approval routes for Workflow. This can include as many approvers as desired, as
roles as required, who can comment on workflow and gets a notification at each step. It also
Approver CC roles as required who can get notified of a change at the last approval
Type Value
pprovers as desired, as many contributor
tion at each step. It also can include as many
proval
STEP 9 - SPECIFY LOGIC REPRESENTING COMPANY POLICY WHERE THEIR SHOULD BE A RESTRICTION ON THE TIM
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Iteration 2 Change
Iteration 3 Change
Rule ID Rule Scenario Rule Name Country
Company_Day Absence Validation UK Additional Company Day UK

BE A RESTRICTION ON THE TIME THEY ARE ALLOWED TO BOOK FOR A PARTICULAR TIME TYPE
Take Rule Functional Description or Message Time Type Severity

Can not take more than 1 additional company day for calendar UK Additional
year Company Day Error
When you create, cancel, or edit a leave request, the system performs certain checks. For example, an error
comes up when the time account balance is not sufficient to book leave. Sometimes, you want to add
further validation checks. This can be done using "Take Rules”.
ain checks. For example, an error
ometimes, you want to add
STEP 10 - SPECIFY LOGIC REPRESENTING COMPANY POLICY ON HOW TO PROPAGATE OR DEFAULT THE TIME PROFILE BASE
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Iteration 2 Change
Iteration 3 Change
Rule ID Rule Name If Statement
US_Workschedule US Workschedule Company = US
PTO Accruals 2.08 * ETP

AGATE OR DEFAULT THE TIME PROFILE BASED ON JOB INFORMATION FIELDS
Then Statement
SET = Time Type Profile to be equal to = Rs_Co_IND Learn More about this functionality:
It is possible to create a rule to have job informatio
an employee's job information if he or she is a new
your business to another.
out this functionality:
create a rule to have job information, including time off information, propagated to
job information if he or she is a new employee or changes from one company within
o another.
STEP 11 - EMPLOYEE'S ELIGIBILITY STATUS DEFINES WHETHER THE EMPLOYEE IS ALLOWED TO GET AN ACCRUAL FOR A SP
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Iteration 2 Change
Iteration 3 Change
Job Information Time Account Eligiblity

Status Time Account Type Status External Code
U (Unpaid) Vacation YES unpaidvacation
PTO Accruals 2.08 * ETP

ET AN ACCRUAL FOR A SPECIFIC TIME ACCOUNT TYPE FOR A CERTAIN PERIOD

To define the accrual eligibility status that meets your needs, you will need to map the job
information status with the time account elgibility status. If this is applicable, you will also need to
include the different Employee Central job information status you are using.
ed to map the job
able, you will also need to
sing.
STEP 12 - YOU CAN UTILIZE A LOOKUP TABLE IF YOU WOULD LIKE TO USE ADDITIONAL INFORMATION, SUCH AS SENIORITY
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externalCode externalName cust_seniorityFrom cust_seniorityTo
externalCode externalName Seniority From Seniority To
Seniority Year_01 Seniority 01 1 2
ADDITIONAL INFORMATION, SUCH AS SENIORITY, TO DEFINE AN ACCURAL AMOUNT
cust_accrualAmount mdfSystemStatus
Accrual Amount mdfSystemStatus (Values: A for Active I for InActive)
23 A
24 A
25 A
25 A
25 A
26 A
27 A
28 A
29 A
30 A
30 A
Accrual Lookup By Seniority is an object designed to help you determine the accrual amount and accrual rule. The
accural amount depends on how long the employee has been with the company (Seniority). Based on that seniority,
employees get different accrual amounts. You only need to create records in this table if you are using the accrual
scenario.
- Seniority From: You can define this in months or years depending on how your system is configured.
- Seniority To: You can define this in
months or years depending on how your system is configured.
- Accrual Amount: Enter the number of time unites you need to accrue.
ccrual rule. The
on that seniority,
sing the accrual
onfigured.
an define this in
o accrue.
STEP 13 - INTERIM ACCOUNT UPDATES
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Iteration 2 Change
Iteration 3 Change
Rule ID Rule Scenario Rule Type
Interim Time Account Interim Account

Interm_Holiday Update Update
Interim Time Accout Rule
Rule Name Functional Description Time Account Type
Carry over any remaining

Balance for employees up to a
Holiday Interim Update Rule maximum of 5 days Holiday_USA
With Interim Time Account Updates, you are able to make adjustments to Time Accounts outside of the end of the perio
of where you could use such a rule would be if your business year end on December 31st, but you allow employees to ca
to 5 days of leave into the new year, to be booked no later than March 31. You can then run an interim account update
with a rule that checks the balance and creates an adjustement booking, if needed.
Accounts outside of the end of the period. An example
mber 31st, but you allow employees to carry forward up
can then run an interim account update on December 31
ded.
STEP 14 - FLEXIBLE DATE RULE (OPTIONAL)
Iteration 2 Change
Iteration 3 Change
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Rule ID Rule Name Rule Functional Description
If you select Employee Flexible Date, the time accounts are valid from the date been determined in the Flexible Account
Use this rule to determine and set the start date of the employee flexible start date accounts.
been determined in the Flexible Account Start Date Rule.
date accounts.
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b2111 - Standard Time Off Configuration Workbook

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b2111 - Standard Time Off Configuration Workbook

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Employee Central Time Off Configu

General RBP Settings

Time Off Overview

Time Account Type

Time Account Detail Hire/Termination Rule

Time Off Request

Time Off Employee Transactional Data

Working with Your SuccessFactors Consultant

Keys to using the Configuration Workbook

The workbook contains the following elements:

Signed <PROJECT MANAGER>: Date:

Signed <CUSTOMER>: Date:

Signed <CUSTOMER>: Date:

Employee Central Effective Dated Entities

Manage Time Off

Manager HR Manager HR Administrator System Administrator

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Holiday Calendar Hol

Name Country External Code Date Of Holiday

Learn More about this functi

Holiday Class Holiday Code Name

Full New_Years_Day New Years Day

earn More about this functionality:

Holidays: Are object to create recurring standard

Workschedule Name Flexible Requesting Workschedule External Country Average Hours

Mon - Fri 8 Hours days No 5DAY8HOUR USA 8

40 160 2080 7 7 Period 12/31/1899

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day N Hours

8.0 8.0 8.0 8.0 8.0 0.0 0.0 0.0

Only Enter Values (in Blue) if

Individual Employee (Name) Time Recording Category Day Segment Segment

John Doe Clock Times Planned Hours 1 8:00 16:00

No Selection 8 8:00 No Selection Duration None 12/31/1899

e above example, need to appear in the work

ng date of the work schedule, not the starting date of

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Sick_Leave USA Sick Leave Absence HOURS

Permitted Fractions for Workflow Permitted Fractions

UNSPECIFIED FULL_DAY TIMEOFF FULL_DAY

10 <Event Reason_Ref> <Event Reason_Ref>

Work Schedule 1 NONE 1 0

Accrual Recalculation Undetermined End

Alert when more

d save an entry for one of them in each time type.

a day, or a day at a time.

u now need to enter your LOA time

xactly the external code

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Time Profile External

Time Profile Start Time Recording Main ESS Time

Time Account Type for

omatically. However, if you later

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What Time Unit

Sick_Leave USA Sick Leave Hours

Time Account Creation

Permanent / Flexible Account Start Date

Recurring Employee Hire Date

Account Valid From

Time Account Parameters

Start of accrual Balance Cannot

1/1/2014 Standard -5 Oldest First Yes

No Automation Entitled as Accrued 30 days fix <Rule_Ref> <Rule_Ref>