SuccessFactors Time Off: Converting time into a Savings account (France)

[SoraiaLatif]

Hi everyone,

Today @LSOKPA and I bring you a custom solution for a very common requirement in France – Converting time into a Savings account (untaken leave days can be saved for employee retirement).

Each year the company launches a campaign that requests employees to select the number of days they would like to move to a specific time account (CET) and/or to the retirement plan.

The request is sent to HR Administrators who view and validate the number of days selected.

The approved days should be deducted from the annual leave bucket and moved to the CET account.

Procedure:

To allow employees to make the request we created a custom MDF Portlet where the below info is displayed.

Employees are able to select the number of days they would like to move to the CET account and/or to the retirement plan:

The remaining balance is a view only field and it is populated by the following business rule:

The MDF custom portlet can have a workflow associated to require approval from the HR Administrator. For further information related to the custom portlet please refer to the SAP documention – Implementing the Metadata Framework.

In order to automate the deduction from the annual leave bucket and the posting on the CET account we built an Integration Center job:

The source data is our MDF custom portlet and the target would be twice the time account object as you can see highlighted above (red area is deducting the amount from the annual leave bucket | green area is posting the new amount to the savings account - CET).

And here is where the magic happens – in the custom portlet we have the time account external codes hidden – so they are not visible in the UI but stored in the database:

We map these 2 fields in the different time account external codes:

The time account details are filled in as follows:

And that brings us to the end of this article. I hope this information was useful for your projects.

Before adopting the solution please evaluate the pros and cons with your customer.

Looking forward to your comments and seeing your use cases/experiences on this topic.