It’s
that time of the quarter when SuccessFactors release the latest set of
updates for customers. As preparation for some upcoming Employee Central
projects I will be working on I took the time to review the new
features in the August release (b1308) and publish this blog. There are a
considerable number of enhancements and additional new features for
Employee Central customers. The main enhancement focuses on Time Off,
but there are also additional enhancements for Localization, Position
Management, Workflows, and integration – plus other “miscellaneous
features”. Employee Central Payroll includes a number of new features
and these will also be covered briefly in this blog, as well as
enhancements to the Employee Profile.
A key aspect of this release is the enhancement of features to leverage the Metadata Framework (MDF). Many new features leverage the Rules Engine so that customers can define how the features work.
Time Off
The
new Time Off UI has been introduced to make entry of absences and
requesting time off easy and simple for employees, managers, and
administrators. The new UI can be seen below.

The
new UI for Time Off allows employees and managers to enter all types of
absences and edit absence requests (once the return date has been
confirmed). Workflow process, status changes, and leave of absences are
triggered in the background automatically.
The enhancements for Time Off include:
- New fields for Non-Permanent Time Accounts
- Period End Processing enhancements
- Posting Rules for using vacation from previous period
- BizX Mobile enhancements
For managing Non-Permanent Time Accounts 3 new fields have been added: begin date, end date, and Bookable until. For creating Time Accounts for recurring Time Accounts 2 new fields have been added: On hire date and On fixed date. These are a prerequisite for using Period End Processing.
Period
End Processing can now be setup and started using a calendar, with the
results coming via email to the user. Rules – configurable via the MDF rules engine – can be used to determine how the remaining balance is handled. Common examples can be found in the Employee Central Handbook and a screenshot below.

Posting
Rules can now be used to determine which Time Accounts can be used to
book vacation. For example, a Time Account for the previous vacation
period can be used instead of the current period so that accrued but
unused vacation from the previous vacation year can be used.
As a result of these changes, the Leave of Absence field has been removed in the Job Information portlet and also from the Take Action menu.
There
are some quite exciting BizX Mobile enhancements for Time Off on the
iPad. I am still awaiting for new features for the Android version!
These include:
- Team Absence Calendar
- Balance Box Logic on iPad to calculate balanced based on selected date
- Visualize non-working days & public holidays in calendar
- Introduce new list of public holidays
- Public Holidays and absences can be tapped and detail information will be shown
- "Humanize ticker" (see screenshot below)
- New message area
- Comments & last activities in history list
- Introduce help overlay
- New selection style

Below you can see the Time Off calendar in the iPad app.

Localization Features
New
country-specific localization for Egypt, Israel, Jordon, Lebanon, and
Uruguay have been added. This includes fields, picklists, and
validations for personal information such as personal IDs, National ID,
address information, job information, disabilities, and documents. This
opens up a number of Middle-East territories to Employee Central as well
as another LATAM country, where growth of adoption is continuing on a
steady upward curve.
Employees
in legal entities in India can now manage and declare tax-deductible
investments within Employee Central in an ESS scenario instead of
through a manual or 3rd party system. There is an approval workflow
triggered in the background for this feature.
Advances
can now be maintained in Employee Central and configured to each locale
within the system. These Advances can be based on different attributes,
such as Pay Grades. This is part of the MDF.
Other enhancements include:
- Address layouts for 62 countries
- Bank validations for 22 countries
- Enhanced validations for National IDs for Ireland, Netherlands, United Kingdom, and Spain
- Usability enhancement and CSV capabilities for naming formats
- Dependents information for United Arab Emirates, Chile, Hong Kong, South Africa, and Qatar
- Post code validation for Taiwan
Position Management
Position
Management features 3 new enhancements in this release. The major
release is the ability to select which hierarchy will be used for the
org structure (the “Leading” hierarchy). This allows either the Position
Hierarchy (position-to-position) or Reporting Line
(employee-to-employee) to be used. Whenever one structure is changed,
the changes within that structure will be reflected in the other. For
example, setting a position a new parent position will update the
supervisor field for all incumbents of the position. The main benefit of
this feature is that customers no longer need to maintain two
structures, rather just one. They can also select the hierarchy they use
most to be the focus of the system.
Another
enhancement is that the “To be hired” flag of a position will now be
set automatically if the incumbent(s) is moved out of the position (e.g.
an employee leaves or is transferred to a new position). This is a much
needed feature to further automate transfer processes.
The
third and final enhancement is the ability to define a Rule (created in
the MDF Rule Engine) to determine the fields that are automatically
propagated in a new position that is copied from an existing position in
the Position Org Chart. This is another useful feature to further
automate position management activities.
Workflows
There are a number of features introduced for Workflows, including Workflow enhancements for Global Assignments. These are:
- RBPs for Manage Workflow Requests Page: RBPs can now be used to restrict access to Workflows that contain an employee within the target group
- Reminders for stalled workflows: A new field called Remind In Days has been added. The approver(s) of the Workflow will be sent a notification every number of days defined in this field until the Workflow is approved.
- Support for assigning Dynamic Groups to Dynamic Role: When assigning users to Dynamic Roles it is now possible to assign a Dynamic Group instead of a user.
- Leverage Job Relationships in Workflow assignments: Different job relationships like Matrix Manager, Second Manager, Custom Manager, and Additional Manager can now be assigned for Workflows. They are also available in RBPs for Workflows.
- Activity Log note for Proxy approvals: When a Proxy approves a Workflow a note is now recorded in the Activity Log.
- Attachments can be viewed in Workflow Approval Page: A link has now been added to the attachment name so that it can be viewed in the Workflow Approval Page.
- Enhancements for Global Assignments: Workflows can amended and returned to the initiator, planned assignments that were cancelled before starting can be set to Obsolete, and Workflows can now be found in the Manage Workflow Requests list.
Integration and Data Imports
There
are a number of new integrations included in this release. These
include content for both Dell Boomi AtomSphere and for the SAP ERP
Add-On PA_SE_IN_100. Additionally, integration is now available to
transfer data from Employee Central to NorthgateArinso’s EuHReka system.
Cost
Centers can now be replicated from SAP to Employee Central by using a
report. IDoc’s are leveraged for the data transfer and Employee Central –
via Dell Boomi AtomSphere – is configured as a receiving system. Change
pointers can be used to identify changes to Cost Center data. The
selection screen for the report can be seen below:

Other integration features for SAP ERP Add-On PA_SE_IN_100 include:
- Employee Cost Center: An employee’s Cost Center assignment can now be transferred from Employee Central to SAP. In SAP this Cost Center assignment is made on the employee’s position.
- Replication Requests Viewer: A report has now been introduced to display and restart organizational assignment data replication requests in SAP.
- Template roles for organizational model: New standard roles are provided.
The
new release sees the introduction of OData query APIs. OData is the
future technology for the SuccessFactors APIs, although it does not mean
that the existing APIs will cease to function or be depreciated. The
OData technology allows one REST-based API call for a number of Employee Central entities.
In this release there are 38 entities supported. Additionally, new data
segments have been added to the compound API to address missing
entities in the entity-based SOAP APIs for Dependents, Job Relations and
Payment Information.
A DELIMIT operator can now be added into the operation column of data import files to delimit effective-dated records. This is enabled for the following entities in this release:
- Phone Info
- Email Info
- IM Info
- National Id card Info
- Emergency Contact Primary Info
- Pay Component Non Recurring Info
- Direct Deposit Info
- Pay Component Recurring Info
Miscellaneous enhancements
In
addition to the enhancements already mentioned, there are a number of
other enhancements that cannot be categorized as I have done so. These
are:
- Restrict sensitive information for Proxies: The Proxy feature has been enhanced so that it is possible to restrict a Proxy from viewing personal and compensation information about the Account holder.
- Limit Picklists for Event Reason and Pay Components for multi-national instances: Customers can now limit the values in the Event Reason and Pay Component Picklists by country, so to reduce the values in these lists. This is achieved in the MDF and is another example of SuccessFactors leveraging the MDF for new enhancements in Employee Central.
- MDF enhancement for fields: Another enhancement made to the MDF enables fields to be set to required, hidden, or made visible based on selected values. This leverages the Rules Engine in the MDF. In conjunction with propagation through rules, this enables a number of different scenarios to be included in events such as hiring actions, job changes, position modifications, etc.
- New Decimal Precision field: An additional field – Decimal precision – has been added to define how many decimal places (0 to 5) are required for the Pay Component field. This is to satisfy US companies who still pay hourly rates with decimal values.
- RBPs for Pay Components: Role-Based Permissions (RBPs) can now be used to control read and modify access to each Pay Component type for recurring, non-recurring, and target payments. This means users will only have access to the specific Pay Components that they work with.
- Insider Flag: An Insider Flag field has been added to the Compensation Information page to flag employees who have access to insider information. This is a requirement under some local laws, in particular the Securities Exchange Act in the US.
- Profile of employees on Global Assignment: For employees on a Global Assignment the Profile will now show the employee data, rather than showing blank portlets.
- Editing Pension Payout Details: The Pension Payout Details portlet can now be edited from the Employment Information page.
- Custom MDF portlets on Employee Profile: Custom MDF object UIs can now be added to the V12 Employee Profile as portlets.
- Internal Job History portlet: A new Internal Job History portlet has now been made available to be added to the Profile. This portlet displays the organization assignment of the individual.
- Editing Public Profile UI: An employee can now edit their public profile in one single UI, as seen below.

Employee Central Payroll
Employee
Central Payroll sees one new country added – Malaysia – to bring up the
number of supported countries to 23. The complete list of supported
countries can be found here.
A
new alert for Employee Central Payroll issues is now available on the
Admin Alerts tile, as seen below. Clicking on this opens up the new
Payroll Issues Monitor, which is also accessible via OneAdmin. Within
the Payroll Issues Monitor an administrator has a number of options,
including navigating to the Employee Files to correct an issue (to
correct the issue) or executing a manual data transfer to the Employee
Central Payroll engine for one or more corrected employee records.

Other enhancements include:
- BSI eFormsFactory: integration with BSI eFormsFactory for US Payroll is now available so that administrators can enter tax information on behalf of employees. Within Provisioning, a configuration consistency check is also available.
- Workflow for additional cost center assignments: There is now a standard workflow that is triggered when additional cost center assignments are made for an employee, which can be configured to route either to a manager and/or HR administrator.
- Non-cost center information replication: Non-cost center information held in the cost center field (such as Work breakdown structure (WBS) or internal orders) can be replicated to Employee Central Payroll or SAP. A BAdI is used to define how this data is retrieved for transfer.
- Event reasons data changes during data replication: During replication of data to Employee Central Payroll, event reasons defined in Employee Central can be used to change, modify, or overwrite data in Employee Central Payroll. For example, an event for unpaid leave can automatically change the status of an employee from “active to “inactive”.
- Three digit rates: Three digit rates can now be replicated to Employee Central Payroll. This means more accuracy when rates such as 1/8 hourly rate need to be paid.
- API enhancement for employeeTime object: The API now reads data from the MDF object employeeTime. Various selection criteria from the employeeTime and jobInfo objects can be used to determine the output.
- Infotype 0008 replication: Custom fields can be replicated to infotype 0008
- Infotype 0007 replication: Work scheduling defaulting can be replicated to infotype 0007
- Infotype 0041 replication: Dates in the Employee Information portlet can now be replicated into infotype 0041
Summary
There
are an impressive number of enhancements in SuccessFactors Employee
Central and Employee Central Payroll in the August release.
SuccessFactors are making heavy use of the MDF in this release and
rightly so. The MDF component adds configuration flexibility and
therefore by using it, customers can leverage this flexibility to modify
standard objects to suit their own unique business requirements. All in
all this is a solid release and further extends the value of Employee
Central.
In
future releases I would be quite keen to see deeper handling of Global
Employment and Concurrent Employment, as well as the ability to add
custom portlets in pages such as Personal Information and Employment
Information. I would also like to see Time Management and Benefits
fleshed out further to align more with the functionality offered in SAP
HCM on-premise and HR document management would also be a big bonus. And
of course more features in BizX Mobile for the Android platform!
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