Configuring the SuccessFactors Employee Central > Advance Types and Deductions

[Anbazhagan_Natarajan]

In this Blog, let me share the interested basic functionality of the SuccessFactors Employee Central – Advance & Deduction, like how to configure the eligibility, workflow, business rules and assign the same into the Objects. The idea here is to enlighten this product features into our community and start use and talk with Customers (during the explore and realization phases in the implementation project or any rollout projects).

This is one of the best practices instead of mashup the loan infotype in SuccessFactors Employee Central and replicate the pay component data into S/4 Hana Payroll or SuccessFactors Employee Central Payroll.

Manage Advance Objects Overview:

The following are the key objects in Advance.

1. Accumulation for Advance
2. Advance Data Retention Configuration Group
3. Eligibility For Advances
4. Non-Recurring Payment

Business Requirements:

The below the customer requirement towards the Advance.

Note: The business rule is having more capabilities to with combinations to set the eligibility and amounts e.g., few samples ask from customers are Based on Grade, Based on Company, Multiply of Basic Salary (two times of basic e.g.), Maximum Eligibility Amounts etc. I have taken the example of Employee Basic Salary Amount.

Configuration Steps (Including the Business Rule, Eligibility Rule and Assign it to the Objects)

Section 1: Goto Manage Advance Objects > In Create New > Configure the Eligibility for Advance

The following highlights are key for the configuration completion.

• Eligibility ID
• Eligibility Rule
• Advance Type
• Legal Entity
• Maximum Eligible Amount (If needed)
• Currency
• Number of Instalments (This will be displayed as a default number in the User’s Screen)
• Recovery Pay Components (Select the relevant Pay Component to deduct the respective advance, this will be used to create the deductions automatically for the users who avail the advances)
• Interest (If you want to charge with Interest or without interest from employee)
• Other Mandatory Fields

Note: Configure the Eligibility Rule and Deduction Pay Components (Prior to Configure the Eligibility for Advance)

Configure the Eligibility Rule:

Configure the Deduction Pay Component;

Section 2:  Configure the Workflow (There two level of approval been enabled in the workflow)

Note: As per your requirements, you can define the workflow and write the business rule accordingly as well.

Section 3:  Assign the Workflow and Business Rule into the Object

Goto the Configure Object Definition > non-Recuring Payment > Assign it into the Save Rule

Section 4:  Role Based Permissions

Note: If is defined under Secured, then select the Non-Recurring Payments access respectively or else it is not required to do.

Section 5:  Configure into the People Profile

Configure the Advances Portlets in People Profile as per the below screen shot.

Section 6:  User Experience (Look and Feel by the Users)

Based on the eligibility rule and criteria, user (here Admin in our case) will see the respective Advance Type in the Employee’s /People Profile

Click on the “Request Now” Let us create the request and see the process/test the case.

Finally, let us see the approver page user experience.

Once approved (two levels in our case), the respective record will be created in the people profile as below.

Current Advance Details

 Advance Eligibility, since it is fully consumed there is no balance.

Deductions also created automatically based on the configuration (effective date to deduct the instalments.

Note: In the next blog, let us see, how to automate the Advance into One Time Payment.

I believe that the above discussed steps will add more values to your projects and help explore further on the subjected topic.

Thanks for reading my blog and share your views / feedback.

Regards,

Anba (Anbazhagan Natarajan)