- SAP Managed Tags:
Scenario: There is a field Sub Role Band on the job info. An employee Sub Role Band changes during the compensation cycle. How can we publish this new value on the job info?
Resolution: It can be done by making a table report of final value after the compensation cycle and this report needs to be hosted on SFTP server and from there the value will be pulled with the help of integration on the job info field.
Following is the detailed reproduction of issue as well as the solution.
Employee’s Current Sub Role Band:
Change of Sub Role Band during ongoing compensation cycle. Screenshot of the final worksheet:
Now, we have to make a table report of the value (Final Pseudo Role Band) that need to be pushed from compensation to job info.
Steps to be followed for making a report:
Go to Report Centre. Click on New > Table Report > Single Domain > Compensation Planning.
Following is the screenshot of the report. Here for a user both the current and final values have been taken.
Steps For Scheduling a Report:
- Click on three dots in the right side of the corresponding report.
- Click on New Schedule. We get four sections to fill:
- Schedule Definition
- Filter
- Destination
- Schedule Occurrence
- Give the name of the schedule. Select the file format. Here it is selected as csv. Choose the notification settings if required.
- Click on step 2. There is nothing to choose at this step. Click on Step 3.
- Here we give details about the SFTP server where this report file is going to be hosted.
- Select FTP as the method. Then click on the checkbox saying SF hosted SFTP server and provide the credentials. Now provide the file path that is in which folder of SFTP we want to push the report.
- Here the folder is /incoming. Also provide the file name containing the format as selected during Schedule definition. If we want to include the date format in our file name then select from the format as provided in the dropdown. Though it is not mandatory. After that click on Step 4.
- Select the frequency of our schedule. Here it is selected as once as the final value is captured after the completion of compensation cycle. Then we need to select the date and time of our first occurrence.
- After the successful completion of scheduling, the report will appear in the destination folder of SFTP server:
- Next step is to create an integration to pull this report. Following are the steps:
Search Integration Center > Click on Create > Click on More Integration Types > Choose Integration Type
Select the options as below:
- Trigger Type: Scheduled
- Source Type: SFTP as our file is on SFTP
- Destination Type: SuccessFactors (Value needs to be reflected on jobInfo portlet)
- Format: CSV
Click on Create. Then search for job information in the search bar as we need to map the fields on the job information with our report fields. Next click on select.
- In the options setting, select the integration name and write the description if needed. Then click on Next and move to the configure fields section.
- Here we need to first upload a sample report file in the Sample Data View.
- Click on Field Mapping View. Apart from mapping our destination field, we need to map certain mandatory fields (User Id, Start Date and Sequence Number).
- We have to drag and drop User ID from source settings on to the User ID in destination fields to map them.
- Similarly Final Pseudo Role Band is mapped.
- Next, click on the Field Detail View and select the default value of sequence number.
- Now select the start date of the integration. Here it is selected as Today. Else we can set calculation when we want the integration to start.
- Select “Today” from the dropdown in front of the field value. Click ok.
- After all the fields are mapped click on Next and configure the Source Settings.
- File Server Settings to be configured as follows:
- Enter the SFTP host address.
- 22 is the default SFTP port.
- In the authentication type select Basic Authentication.
- Enter the SFTP credentials.
- File Name and Folder Settings to be configured as follows:
- Enter the name of the file (Hosted on SFTP server through Reporting Center) without file format.
- Date suffix format to be selected if the file name contains the date.
- Select the file extension as selected while scheduling the report.
- Select the source folder of the SFTP.
- Click on Next and set the schedule of the integration.
- Email id can be mentioned if we want a notification for failed integrations. Then click on Next.
- We need to click on Save once all the settings are configured. Then we can click on Run Now if we want to run the integrations or we can click on Set Schedule if we want the integration to run on our predefined scheduled date and time.
- After that we can check the status of our integration from Last run time or by following the below steps:
- Search Integration Center > Monitor Integration > Select the integration to see the details or errors if any.
- Once the integration runs successfully, we need to check the value of our required field (Sub Role Band) in jobinfo.
- Attached is the screenshot of jobinfo history notifying the change in value of Sub Role Band.
Regards,
Farhan Danish
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