
Requirement
Employee will be entitled 15 days of leave quota after 165 days from hire date then 15 days will be entitled for every six months.
Solution
In SAP SuccessFactors Employee central - Time account type we have 2 types of entitlement method. For this specific requirement, we can use Entitlement method in time account type as “Entitled as Transfer” instead using “Entitled as Accrued”
Upon choosing the entitlement method as “Entitled as Transferred” 3 new fields will be enabled in Time account type.
Initial Accrual Transfer Date Rule
The purpose of this rule is to set the initial next transfer date (First Entitlement date). As per the requirement, regardless of any condition the initial next transfer date is set to 165 days after the hire date.
Now, whenever an employee is hired in SuccessFactors, for a particular time type his/her entitlement date will be 165 days after the hire date.
Note: The calculated next transfer date will be saved in an object called “Time account type Accrual Transfer”
Accrual Transfer Date Rule
The purpose of this rule to calculate the upcoming transfer date. As per the requirement, regardless of any condition the next transfer date will be set 6 months after the previous transfer date.
Now once after the initial entitlement is posted after 165 days from the hire date, next entitlement date will be 6 months after previous entitlement date.
Note: The calculated next transfer date will be saved in an object called “Time account type Accrual Transfer”
Accrual Transfer Rule
The purpose of the rule is to transfer the accrual amount that was generated till date as entitlement to the time account on next transfer date.
The rule creates a time account detail with below condition is invoked.
Now, on every entitlement date, the sum of daily accrued amount will be posted as entitlement.
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