SuccessFactors Time Off Accruals: Calculation based on dependents age

[SoraiaLatif]

Hello everyone,

I am writing this blog to cover a specific scenario – accrual calculation based on the dependent date of birth. In this requirement, the customer would like to allow the employees to take up to 2 days (16 hours) per year for each dependent under 12 years old. An example could be an employee with 3 children and only 2 are below or equal to 12 years, the accrual should be 16 hours * 2 children = 32 hours per year.

This scenario was already covered by Neelesh Kamath – so please go here to see options 1 and 2.

In this blog I am covering another option to meet the same requirement – that’s why I am passionate about SuccessFactors – you can assess the pros and cons and decide what option suits you better.

So here it goes:

Option 3 – Create a business rule (scenario accrual) and add it to the time account type

Procedure

In this option, you need to create the following:

• Time type – to allow the employees to request this type of absence.
• Time account type (recurring) – to create the balance associated with the above time type.
• Accrual Rule – to calculate the number of dependents with age equal or below to 12 years (if any) and multiply by the number of hours/days granted for each child (in our example 16 hours/year).

To create the time type and time account type please refer to the implementation guide. Below you can find a sample of a possible business rule.

Image from demo

Let’s break down the logic of the business rule:

In the IF condition, I am using the function cardinality. This function calculates the number of object instances found by a path (in this case the path is time account > user > personal information > biographical information > dependents).

The path in this function offers a collection filter that counts only the number of instances that match the filter condition (defined on the where statement). In our case, the criteria would be children less than 12 years old. Since we don’t have an age field – we can use the date of birth instead.

To get the comparison value, I am using a variable (var_12Y) because in the where condition we are not allowed to select any function. This variable will be the first date on which the employee is eligible to get the additional days.

As also mentioned in Neelesh’s blog the current solution does not cover accrual recalculation for example when a new eligible child is added - such challenges can be overcome by scheduling periodically the time off calendars.

I hope this blog can help you explore the different functions available in the business rules. Looking forward to your comments and seeing your use cases/experiences on this topic.