Session Overview

• Introduction to Leave Request Validation

• What is Take Rule
• Employee Time and Take Rule Parameters
• How to configure a Take Rule
• Time Types and Validation Rule linkage
• Various scenario of Leave Request Validation
• Validation Check for Floating Holidays

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Introduction to Leave Request Validation

• When we 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, we want to add further validation checks (based on the requirements from
client).
• Custom validation checks are time type specific and may contain complex business logic.
• For these custom validations we use "Take Rules” in Successfactors Time Off.

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What is Take Rule in Time Off

• Technically, Take Rules in Time Off are like Business Rule in Employee Central (EC).
• Take rule uses “Employee Time” as the base object.
• Take rules are time-type-specific. We can assign one or more rules to each time type, or none.

• Any take rule can generate a warning message, an error message, or an information message.

When Take Rule is triggered

• During create, edit and cancel actions for the leave type under which it is associated.

• During Employee Time Imports as well.

• It is strongly recommended that we use take rules instead of assigning validation business rule as a save rule
to the employee time object definition (Application Error may occur !! ).

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Employee Time

• For every leave request, there is an Employee Time record.

Sample Employee Time Data and Config

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Employee time custom field and time type linkage

Employee Data
Object Definition

Custom field

Custom Field
Details

Condition
Details

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Take Rule parameters

• We can add the Take Rule Parameters object as a parameter to a take rule.

Processing Action Transaction Type Processing Type

Request Time
Create Off (ESS) Simulation
Manage Time off
Edit (MSS) Standard
Import Data
Cancel

Manage Data

Other

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How to configure Take Rule

If-else-then
“Take Rule
validation Linking of the
Parameters”
Configure “Employee Time” condition with Take Rule to
(optional) as
Business Rules as base object appropriate corresponding
other parameter
error/info/warning Time Type
of the rule
message

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Take rule config step-by-step

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Time Profile, Time Type & Take Rule Linkage

Time Profile (along with Work Schedule and Holiday

Permissible time types for an employee is
Calendar) is maintained in the Job Information
maintained in Time Profile
section of the employee.

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Time Profile, Time Type & Take Rule Linkage ( Continued .. )

In time type under “Take Rule” section all the validation rules are added.

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Various scenario of Leave Request Validation

• Length of leave check

• Attachment check if length of leave exceeds a threshold
• Check on total number of days for a leave type in a calendar year
• Maximum length of a leave check based on Employee’s Job Information
• Date of birth/age check for dependent for applying certain leave types
• Age/Gender specific leave request check
• Check on latest permissible dates of leaves which must be requested in advance
• Check of leave balance of other leave type before raising certain type of leaves
• Check of leave duration based on request is made from ESS/MSS
• Leave request validation based on custom fields of Employee Time
• Leave length validation based on which quarter leave request is raised

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Scenario: Length of Leave Check

Considering Calendar days Considering Working days

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Leave Length Check (Execution)

Create New
Absence

Administer
Time

Validation
Message from
Take Rule

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Scenario: Attachment Check

Custom Attachment
field is added to
Employee Time
Object

In Take Rule checking if

attachment is included or not

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Attachment Check from ESS / MSS

ESS Time Off Link

• Attachment Check from ESS

• Attachment Check from MSS

Take Rule Validation

Message

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Scenario: Total Number of days for a Leave Type in a Calendar Year

Function to get total

absence for a time
type in a period

First day of the

Calendar Year

Last Day of the

Calendar Year

Absence days
requested in Current
Leave

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Total Number of Leaves in a Period - Execution

7 + 19 + 1 = 27 days
of National Service
Leave already taken

Again applying for

15 days for same
leave type

Take Rule
Error
Message

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Scenario: Check based on Employee’s Job Information

Job Information
Check

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Check based on Job Information - Execution

Error for certain contract types No Error for other contract types

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Scenario: Check based on DOB / Age of Dependent

Function to get the

DOB of youngest
Dependent

Relationship Type = 2
means “Child”

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Check based on DOB / Age of Dependent - Execution

Error as Start date not within

12 months of Dependent's
DOB
No Error as Start date
within 12 months of
Dependent’s DOB

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Scenario: Check based on Age / Gender

Check of Gender

Check on Age

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Check based on Age / Gender - Execution

As per Take Rule validation for Male

employee aged > 25 years only 10 days of
marriage leave is permitted

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Scenario: Check based on Advance Leave Requests

Leave must be applied 2

weeks or more in advance

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Check based on Advance Leave Requests - Execution

Leave Applied on 24th March, 2018

No Message if Marriage
start date is not in next 2
weeks

Validation Message if
Marriage start date is in
next 2 weeks

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Scenario: Check based on other Leave Type Balance

Function to check
balance of leave type

Other Leave Type

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Check based on other Leave Type Balance - Execution

Extended Sick Extended Sick Sick Leave Paid Balance = 0

Leave Not Sick Leave Paid Balance > 0 Leave allowed!!
allowed!!

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Floating Holidays Validation

Floating holidays are maintained

in Holiday Calendar with Holiday
Class: “None”

Requirement is to allow applying

for a floating holiday on these
days only, otherwise throw an
error!!

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Validation for Floating Time Type (floating holidays)

Holiday Assignment Contains

Employee’s Holiday Calendar
maintained in Job Information

Rule checks in the holiday

calendar if the leave date is a
floating holiday date or not, if
not Error!!

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Floating Holiday Validation - Execution

29/08/2017 is a not
Floating Holiday- Hence
Error!!
30/08/2017 is a
Floating Holiday- No
Error!!

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