Automate the Interim Account Update rule using Integration Center Job (Time Off)

[Narendra_42]

I would like to introduce the solution to run the interim time account update rule without touching the time-off calendar to carry forward the certain leave balance to next period which is applicable for recurring type time account.

Most of the cases, Customer want to carry forward the certain balance to next period under the recurring - time account type where the booking period is extended. In this case, We have the only option to utilize the interim time account update rule but unfortunately this rule need to be run manually or import the Time Account Change Calendar for some period of time. Many user where failed to execute the time off calendar at the necessary moment and it becomes an additional task for them to track and complete.

I've tried to make the solution of making the automation to run the interim time account update rule with the help of integration center.

Requirements: The Annual Leave 2024 time account has a remaining balance of 30 days. You are permitted to carry over a minimum of 5 days into the 2025 next period (Bookable extended period), which must be used within the first 3 months of the 2025 year. The leave balance is automatically carried forward on the last day of each year.

The following steps has been taken in order to achieve the solution

• Time Account Type Configuration.
• Time Account Object-level Configuration
• Business Rule Configuration.
• Integration Center - Job Configuration.

Time Account Type Configuration

• On the time account type configuration page, I'm setting up the Account Booking Offset [Months] as 3 Months. This option will extend the booking validity period from 12 months to 15 months.

Eg:  Account Validity is 01/01/2024 - 12/31/2024 & Booking Validity is 01/01/2024 to 03/31/2025

 Time Account Object-level Configuration

• I am enabling a custom field within the time account object, which will facilitate the execution of the business rule during the operation of the integration center job.

 Business Rule Configuration

I'm configuring a rule with Scenario: Rules for MDF Based Objects, Base Object as Time Account and Purpose as Evaluate with the following conditions:

If Conditions

• If the today date matches with run date :12/31/current-year.
• Time account validity year matches with the current year.
• If employees have more than five days as leave balance.
• If the integration center field has the value as "Yes".

Then Conditions

• Delete the old Interim posting record to prevent the duplication of entries in the time account.
• Limiting the unused balance to minimum of 5 days.
• Resetting the integration center field to "Null" to avoid running the rule during the import or manual intervention.

Attach this rule under Configure Object Definitions > Time Account > Save rules.

 Integration Center - Job Configuration

I'm creating the integration center job with following steps:

• Create > More Integration Types
• Source Type as "SuccessFactors" and Destination Type as "SuccessFactors".
• Trigger type as "Scheduled" and Format as "OData V2".
• Select the Source entities (Object) as "Time Account" and Target entities (Object) as "Time Account".

•  Map the destination object fields from Source object fields as shown below.

•  After mapping, you could able to view the preview records page.

• On the filter page, I am applying a filter for Time Account Type to run for specific account. If you need to execute this rule for a specific year, please set the filter so that 'Account valid from' is on or after January 1, 2024.

•  I'm scheduling this job to run on the annual basis and at the end of the year (12/31/****).

•  Save and Continue.

Result

• The Integration Center job, once executed, will automatically populate the corresponding time account with the interim type record.

Conclusion

After going through this blog, you will understand how to automate the Interim rule and make necessary adjustments as per your needs. I look forward to your opinions and feedback.

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