Period end processing rule for Time Off

[juliaurquiaga]

Hello Community :),

I have a SuccessFactors query in which I hope can help me and also help to others.

We have a Time Account Type that generates time through one attendanceto later compensate it with an absence. This time account type is generated annually, but the absence can be booked until 06/30 of the following year.

We need the system to automatically close the time account when the following 2 conditions are met:

1- That the validity date has already passed (12/31).

2- That the account balance is 0.

Do you know any period end processing rule that can cover this behavior automatically?

Thanks!!!

[nlgro02343]

If you want it automated via business rules only, that is a bit trickier, because the business rule could only do the job on the last booking date (lets say 06/30 next year). In the normal approach you would have to run a calendar to make sure the account gets closed.

Technically, you can also put a take rule in place, that (if the balance hits 0), it will close the account, but that may partially be undesired if someone takes all leave very quickly.

Lastly, but this is a bit more technical. You can create a balance field on time account that calculates the balance after every safe (this is important, as the system will need to check when it is 0). You could then build an integration center job that checks if the account is closed, 0 and with a certain effective end date to close the account (maybe best to let this run daily). That would sound like the best solution by what you write, but that is a bit much to write in detail on a comment (as that would be a substantial bit of extra config).

[juliaurquiaga]

Hello Jasper,

I am super grateful for your comment. Regarding to second point about the take rule, where would it be assigned this business rule? Do you mean the object definition `Time Account Type´?

Regarding the integration center, it seems like a great idea that I´m going to test.

Best Regards,

[nlgro02343]

Not quite. I may have phrased that a bit differently.
So When you go to the employee time object, you can correct it and then under post save rules you could basically add an MDF rule for Employee Time. If you take the evaluate option, you'll notice that in your then statement, when you select "Create" that you can choose employee time calendar (not sure if this is the useful one for this case, but it's at least a way to trigger some sort of calendar).