Using SuccessFactors Employee Central Time Off Functionality

  • by Manjunath Bannur, SuccessFactors, SuccessFactors Employee Central Consultant
  • December 22, 2014
Learn about SuccessFactors Time Off functionality within Employee Central. This functionality is included in Employee Central to store the time information of employees per your company’s requirements. Gaining a good understanding of the Time Off module and its capabilities gives project teams an understanding of the capabilities and provides how-to solutions for requirements.
Learning Objectives

Reading this article, you will learn:

  • An overview of the Time Off functionality in Employee Central
  • How to enable the Time Off functionality for Employee Central
  • How to configure Time Off
  • How to configure workflows and alerts
Key Concept

SuccessFactors Employee Central has leveraged and upgraded the Time Off module to help companies manage their employees’ time management data in the system. This module allows employees to request time off, view or cancel their time requests, and view team calendars, and managers and HR administrators can view, approve, and reject employees’ time-off requests.

When a company is implementing time off in SuccessFactors Employee Central, the design of the time types and accrual rule functionalities are strategic efforts that determine a lot of process-design decisions. These include finalizing holiday calendars, shortlisting leave types, determining time account types and accrual rules, and deciding which workflow participants should be included in the approval process. With the introduction of the Time Off module within Employee Central, organizations gain the ability to define and better organize their time-management process.

Note
In this article I discuss the Time Off functionality of Employee Central, not to be confused with timekeeping.

This article gives users an understanding of the Time Off functionalities available in SuccessFactors Employee Central and an introduction to the basic configuration required for Time Off and workflows and alerts. The Time Administration functionality is out of the scope of this article. First I discuss the Time Off functionality.

Activating the Time Off Functionality in Employee Central

To access Time Off in the SuccessFactors Employee Central portal, activate the Time Off functionality in PROVISIONING. PROVISIONING is the web-enabled tool that allows trained users who have access to activate or deactivate such functionalities in SuccessFactors. PROVISIONING is provided to Partner users to implement the SuccessFactors product.

Note
Another purpose of PROVISIONING is to use it to upload the XML code of the configuration each time the coding is changed, but that topic is beyond the scope of this article as XML code is not being loaded in the example scenario.

Manjunath Bannur

Manjunath Bannur has been in the IT industry for over 13 years working in various areas of HR, including SAP ERP HCM (for 7 years) and now SuccessFactors Employee Central.  He is experienced in implementing SAP ERP HCM and Employee Central globally.

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Comments

4/16/2015 4:20:32 PM
Manjunnath Bannur

In this case, one needs to manually change/run the time calendar to get adjusted for to capture the correct values.

Hope this helps.
3/27/2015 5:52:17 AM
Somdeb Banerjee

Hi Manjunath,

Thank you for coming up with the informative article.

I have a query at this stage and was hoping if you can help:
An employee applies for a leave for 25thMar, 26thMar and 27th March and it is approved by his manager.

Now, if the manager changes the work schedule for this employee effective 26thMar i.e in the middle of the leave period,
such that weekly working hours for this employee changes from 40 hours to 30 hours,
will the leave deduction for the 3 days mentioned above adjust automatically?

Thank you.

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