Leveraging the SuccessFactors Employee Central Rules Engine to Meet Solution Requirements

  • by Mark S. Jackson, HCM Senior Manager, Accenture
  • June 3, 2014
Learn how to leverage the rules engine within SuccessFactors Employee Central. Configuring rules within Employee Central can be very useful for projects to be able to meet unique and company-specific requirements within their organization. Having a good understanding of the rules engine and its capabilities allows project teams to accelerate their understanding of the capabilities and provide how-to solutions for requirements more effectively.
Learning Objectives

Reading this article, you will learn how to:

  • Effectively articulate the type of functionality the SuccessFactors Employee Central rules engine delivers
  • Understand the key components of rules and how to view them in Employee Central
  • Leverage the rules engine for Position Management within Employee Central and gain insight into leading practices and lessons learned
  • Leverage the SuccessFactors Employee Central rules engine for maintaining employee data within Employee Central
Key Concept

The SuccessFactors Employee Central rules engine is a configurable capability that is delivered within the SuccessFactors platform, allowing companies to define customer-specific functionality within the cloud HR solution to give them field-level defaults, calculations, and warning or error messages as needed. Once implementation teams gain a good understanding of what is possible through configuring the rules engine, they can fast-track the ability to do fit or gap analysis on requirements gathered and facilitate additional requirements as they arise.

As companies migrate to SuccessFactors Employee Central, it is very important for project team members to have a clear understanding of the delivered capabilities of the rules engine in SuccessFactors. The rules engine within SuccessFactors Employee Central allows companies to configure system functionality and behaviors that are tailored to their own specific requirements. The rules engine allows companies to create company-specific validations and rules tied to the fields and screens within Employee Central.

SuccessFactors Employee Central delivers several standard fields to companies both globally (e.g., applicable for all countries) as well as at the localized-country level (to satisfy country-specific legal compliance, payroll, and country regulations), and these fields can act either independently or based on logic derived from rules. Many companies leverage the delivered fields, but also have company-specific requirements about how these fields will be used within Employee Central. For example, the rules engine is commonly used to default values to a field based on what the user has entered (for example, defaulting an employee to be flagged as full-time if the standard hours for an employee are greater than or equal to 40 hours a week), providing validations and company-specific messages based on certain criteria, or even to dynamically change the characteristics for a specific field based on the type of employee being hired. Having a good understanding of the basic capabilities of the rules engine is critical to be able to properly gather requirements and build a solution based on them.

Mark S. Jackson

Mark Jackson has been working with SAP ERP HCM for more than 12 years and specializes in SuccessFactors Employee Central and the SAP ERP HCM Personnel Administration and Organizational Management modules. He has had numerous experiences with implementing and leading SAP ERP HCM and SuccessFactors globally and is a subject-matter expert in defining global templates for SAP/SuccessFactors implementations.

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