Manage Event, Event Reason and Workflows in SuccessFactors

Description

This course on Manage Event, Event Reason and Workflows in SuccessFactors will detail the steps to

Event and Event Reason Concept

Events are equivalent to Actions in SAP HCM

Events are provided by SuccessFactors and cannot be changed

Event name can be relabelled

Examples of Events are New Hire, Rehire of employees, Promotion, Leave of Absence and Termination

Event Reasons are equivalent to Reason for Actions in SAP HCM

Events Reasons are provided by SuccessFactors and new Event Reasons can be added

Examples of Event Reasons are New Hire: New Hire, Rehire: Rehire Employee, Leave of Absence: Maternity and Termination: Voluntary Separation

Workflow Administration

This course will illustrate the steps along with system demo

Create Event Reason- Additional Event Reasons can be created by typing Manage Organization, Pay and Job Structures in Search Bar. Each Event Reason must be associated with an Event in SuccessFactors Employee Central. Event and Event Reason can trigger Approval Workflow for Employee related transactions.

Examples of Event Reasons:

New Hire: New Hire/ New Hire from Acquisition

Rehire: Rehire Employee

Leave of Absence: Maternity/ Sabbatical

Termination: Voluntary Separation/ Involuntary Separation/ Retirement

Data Change: Data Change/ Manager Change

Update Employee Data - Event and Event Reason using Edit Option by HR Admin does not trigger Workflow for Approval

New Job Information record can be added from a different date, Existing Job Information record can be edited, Delete Existing Job Information and Changes made via Edit Option is reflected immediately in Employee Data

Create Dynamic Group

Edit Workflow

Approve Workflow

Complete Workflow Item Approval

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