Purchase Leave configuration in SuccessFactors Time Off:

[sandbisw]

Purchase Leave configuration in SuccessFactors Time Off:

Purchase Leave is a new functionality in SuccessFactors which has been introduced in b2011 release. The detail of the functionality has been described in another blog. In this blog I am going to discuss the required configuration for this functionality.

Prerequisites: To start the configuration some permission needs to be granted. Detail of the permission is below.

Step 1: Create relevant Time Type through “Manage Data”.

 

Step 2: Create relevant Pay Component through “Manage Organisation, Pay and Job Structures”. When someone purchase leave then recurring deduction would be created. For the pay component we have to select correct frequency (TDP).

Step 3: Create Purchase Leave Rule (If Applicable). This rule is used to add validation during the Leave purchase application. In the sample rule we are restricting user to purchase maximum 12 days leave.

Step 4: Create Time Account Purchase Profile through “Manage Data”

Step 5: Create Time Account Type & assign it to the Time Type (Step 1) through “Manage Data”

Step 6: Update Time Profile through “Manage Data”.

Step 7: Provide required permissions. Relevant permissions are below. The access needs to assigned based on business requirement to the relevant role for ESS, Time Admin, MSS.

 

 

All Set. Let’s Test it.

Based on the configuration/RBP “Purchase Time” appears in the Time off UI.

After clicking the “Purchase Time” link, the below screen appears.

Employee Clicks Create “Purchase Time Request”.

Employee tries to purchase 13 days leave & system gives error as per business rule.

Correct data is provided for Leave Purchase

Time Account is created

Employee can apply leave.

Recurring Deduction is also created with the detail.

 

 

 

 

 

 

 

[ShashankKargeti]

Really helpful blog 🙂

[chithrahariha]

Hi Sandip,

Thanks for such a detailed write-up.

We see a note in hand book that this feature is only for "Public Sector  Australia".

So was curious, can this feature be used only for employees in Australia?

[pferrao13]

Hi Sandip,

Really helpful blog. Just want to add that Recurring Deduction permission are also required or error messages will keep triggering. I wasn't able to find these details and it might be useful for other colleagues.

Thank you for this though 🙂

Cheers,

Pedro

[danav33]

Hi,

 

Brilliant Blog - I have one question. When someone purchases leave the balance seems to be only valid for that deduction start date. Is this normal?

 

Thanks  very much in advance

Dana

[calventete]

Hi,

Thank you for the expalined process, it is really helpfull!

I am stucked when the user is requesting the purchasing time.
I don't have the option tu fill the deduction period, it is missing this field.

Do you have any idea to solve this problem?

Thanks in advance!