Human Capital Management Blog Posts by SAP
Get insider info on SAP SuccessFactors HCM suite for core HR and payroll, time and attendance, talent management, employee experience management, and more in this SAP blog.
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Read only

Configuration of certificates and e-mails for Milestone Awards

Anna_Liebscher
Product and Topic Expert
Product and Topic Expert
Tuesday
182

Milestones Awards work slightly different comparing to Spot Awards:

  • There is no certificate created under Rewards & Recognitions tab
  • There are no e-mails triggered to a nominee/his or her manager.

This was frequently the reason, why my customer didn´t want to proceed with this piece of Comp&Ben. For one customer we had to create a workaround to meet above stated requirements. In this blog I would like to share tips and tricks so you can save the time re-inventing the wheel.

Step 1 – Create a document generation group with a category "Workflow".

This is essential to be able to send an e-mail.

Anna_Liebscher_0-1749549374500.png

 

Step 2 – Define Document template.

Here we will configure the layout of an e-mail notification or a certificate. Unfortunately, the sent out e-mail can´t be saved in the system.

The first image is showing the certificate template which will be sent as an e-mail. This can be configured via the UI editor as well as directly in HTML.

Anna_Liebscher_1-1749549723060.png

The second image is showing e-mail template.

Anna_Liebscher_2-1749549723065.png

Step 3 – Once the template has been created and linked to a group, we need to map placeholders to respective data.

The challenges we’ve encountered here were related to the name of an employee and number of years. Number of years in our case determine when employees receive a milestone award. This data cannot be taken as a reference data from the program itself and should come from a business rule.

Anna_Liebscher_3-1749549723069.png

Step 4 – Create respective business rules.

Anna_Liebscher_4-1749549723080.png

Anna_Liebscher_5-1749549723091.png

Step 5 – Define a workflow to trigger your e-mails

Anna_Liebscher_6-1749549723097.png

Step 6 – Assign this workflow to a business rule, which will be then mapped to a non-recurring pay component.

Anna_Liebscher_7-1749549723105.png

Step 7 – Map your general business rule to non-recurring pay component

Anna_Liebscher_8-1749549723113.png

To test the proposed solution above, please keep in mind the following limitations:

  • Test users should have a unique e-mail. As soon as the system encounters that e-mail address repeats, no e-mail will be sent out.
  • There is a possibility to trigger respective eligibility job for milestone awards only once a day manually, so prepare your test data carefully before you trigger the scheduled job.
  • The scheduled job itself is running once a day.
  • There is no way to show to manager milestone awards of his/her team under Awards History.

Anna_Liebscher_9-1749549723115.png

If you have any adjustments or enhancement to this article, please write them as a comment.

 

Kind regards,

Anna