Restrict Payment Information update request in Successfactors Employee Central

[former_member828398]

Hello Experts,

Below is the business requirement,

1) If an employee has submitted Payment Information update (updating Bank Details) request and its pending for approval, business would like to restrict the employee to submit one more Payment Information update request until the first request is completed.

Is there is a business rule to find pending workflow request related to Payment Information and can I disable Edit Payment Information link through a business rule. Or in case of any other alternate approach which is feasible would be highly appreciated.

[former_member828398]

Dear Alina,

Thank you for your response. I have tried this approach however the system does not stop an employee to submit one more Payment Information update request. Lets say the first request employee created with effective date as 01-Nov-2022, system allows to raise one more request with effective date 02-Nov-2022 even though the first request is pending for approval.

[Alina]

Hello, tkonar,

You can set the Pending data = Yes in Configure Object Definition for Object Workflow.

It means that data does not get saved until the workflow request is approved. No more records can be created for the same object until the already pending request is approved. If the approver approves, then the data will get saved, otherwise if he/she Send back the request, data will be removed from the system and then new request can be created.

The data which is pending for approval, will only be visible through History and there will be no option to edit that.

Kind regards,

Alina