Can we able to fetch and auto-populate the accrual balance to a custom field of a Time Account Type?

[shadeesh2]

Hello Experts,

Following my request in the subject line, the background of this request is given below.

Customer Requirement:

The employee has a vacation balance during the end of the bookable period (i.e.31st Dec) and as per the company policy the employee cannot transfer the vacation balance to the next holiday year until his/her immediate manager approves the transfer of vacation balance to the new holiday year.

Technical Challenge.

As per the above scenario, I cannot run a PEP as it requires Manager approval for doing a vacation transfer to the next holiday year.

My approach as per the customer requirement mentioned above:

1. Create a custom portlet to allow an employee to make a vacation transfer request.

2. A custom field in the portlet should auto-populate the accrual balance of the required Time Account Type.

3. Employee review the accrual balance and then submit the request.

4. A workflow notification will get triggered when employee submits the record.

5. Manager review the workflow and approves.

On the above approach, I agree step 2 is challenging, but please advise and share your thoughts on how to achieve this?

Regards, Shadeesh

[ArunSuresh3]

Hi @shadeesh2 

I hope this requirement "Step 2" can be achieved through integration Centre,

1. Create a integration job, Source object as Time Account Details and Destination object as "MDF Object". 

2. Associate the Eligible balance in the MDF field (Destination) towards Time Account Details "Balance" (Source)

3. This integration job has to run only at calendar year end to fetch the available balance from the time account details to MDF object. 

4. Post integration job completion, check the job status and balance field in the MDF object.

Thanks

Arun