- SAP Managed Tags:
Some Customers do not use the full time off functionality in Employee central. Instead, they use third-party software for managing time. However, they want to use the LOA Functionality where based on event reason derivation employee status is changed from Active to Paid Leave or Unpaid Leave when an employee applies for LOA within employee central. In such cases, SAP SuccessFactors Time off with LOA only features provide the robust solution. This blog explains the process steps for configuring LOA only on RDS System.
Use Case: Alex Weber is an employee who applies the Maternity LOA from May 30, 2018, until June 6, 2018, and she holds right to return to the position after LOA.
To map this Scenario, we need to follow the below steps--
Step 1: Activate the LOA in employee center.
To Activate the LOA only go to--> Manage Employee Central Settings -->Time and Attendance Management --> Switch on Time off & Time off for Leave of Absence only.
Step 2: Set up the time profile – For LOA only
To Set up the time profile go to -->Manage Data -->Create New -->Select Time Profile. Create following profile with external code LEAVE_OF_ABSENCE_PROFILE. Select the time Recording Variant as Duration.
Step 3: Create the Event Reasons LOA_START & Return from leave
Maintain the employee status as per the customer requirement here I am maintaining the Employee Status as Paid Leave.
Step 4: Create Business Rules to trigger the workflow
Here I created the business rule where the event is LOA_START will trigger the workflow to line Manager for approval.
Step 5: Define Time types for LOA
Setup the time types Such as LOA – Maternity
To set up the time type go to Manage Data --> Select Create New --> Select Time Type.
Set up the time type as follows -
Assign the above time type to time profile & also assign the workflow rule on time type.
Step 6:- Configure People profile – Now check if the section on people profile is configured & permission for Time Off.
Step 7: Set up the RBP:
Now Let’s set up the RBP for LOA.
ESS, MSS & HR ADMIN
A) Enable time off under employee views:
B) Permission to LOA Action & Return from LOA under HR Actions :
Manage time: MSS & HR Admin
A) Permission to Access Workbench
B) Permission to Manage time off
Now let’s test the scenario –
Login As an employee here I am selecting Aadya Weber. Go to Time off tile --> Request Time off--> Select the time type Maternity-->Choose the dates & submit.
See below my Requests Pending for Managers approval. Here the Manager is Sarah Jones.
Now login as Sarah Jones & Approve the request.
Once Request is Approved. Go to Home --> Select Company Info--> Go to Position org chart search by People.
Here I am selecting for Aadya Weber. Incumbent details show that incumbent assignment is ending on May 29, 2018, as we have applied LOA from May 30, 2108.
Now Check the position within the LOA date. It will show Right to return in Incumbent details as follows-
Now Log in as an HR & Select manage leave of absence. Enter the Actual return date.
Enter Actual Date of Return and Save.
Now Go to Job Information Portlet & check the details as on date.Check for the Employee status.
To Summarize applying for LOA & return for LOA takes less time in configuration & it’s easy to use as a feature.
Use Case: Alex Weber is an employee who applies the Maternity LOA from May 30, 2018, until June 6, 2018, and she holds right to return to the position after LOA.
To map this Scenario, we need to follow the below steps--
Step 1: Activate the LOA in employee center.
To Activate the LOA only go to--> Manage Employee Central Settings -->Time and Attendance Management --> Switch on Time off & Time off for Leave of Absence only.
Step 2: Set up the time profile – For LOA only
To Set up the time profile go to -->Manage Data -->Create New -->Select Time Profile. Create following profile with external code LEAVE_OF_ABSENCE_PROFILE. Select the time Recording Variant as Duration.
Step 3: Create the Event Reasons LOA_START & Return from leave
Maintain the employee status as per the customer requirement here I am maintaining the Employee Status as Paid Leave.
Step 4: Create Business Rules to trigger the workflow
Here I created the business rule where the event is LOA_START will trigger the workflow to line Manager for approval.
Step 5: Define Time types for LOA
Setup the time types Such as LOA – Maternity
To set up the time type go to Manage Data --> Select Create New --> Select Time Type.
Set up the time type as follows -
Assign the above time type to time profile & also assign the workflow rule on time type.
Step 6:- Configure People profile – Now check if the section on people profile is configured & permission for Time Off.
Step 7: Set up the RBP:
Now Let’s set up the RBP for LOA.
ESS, MSS & HR ADMIN
A) Enable time off under employee views:
B) Permission to LOA Action & Return from LOA under HR Actions :Manage time: MSS & HR Admin
A) Permission to Access Workbench
B) Permission to Manage time off
Now let’s test the scenario –
Login As an employee here I am selecting Aadya Weber. Go to Time off tile --> Request Time off--> Select the time type Maternity-->Choose the dates & submit.
See below my Requests Pending for Managers approval. Here the Manager is Sarah Jones.
Now login as Sarah Jones & Approve the request.
Once Request is Approved. Go to Home --> Select Company Info--> Go to Position org chart search by People.
Here I am selecting for Aadya Weber. Incumbent details show that incumbent assignment is ending on May 29, 2018, as we have applied LOA from May 30, 2108.
Now Check the position within the LOA date. It will show Right to return in Incumbent details as follows-
Now Log in as an HR & Select manage leave of absence. Enter the Actual return date.
Enter Actual Date of Return and Save.
Now Go to Job Information Portlet & check the details as on date.Check for the Employee status.
To Summarize applying for LOA & return for LOA takes less time in configuration & it’s easy to use as a feature.
10 Comments
