Simple and effective way of sending anniversary alerts in Successfactors Employee central
Most of the customers have a common requirement to send alerts on employee’s service anniversary date. You could find various ways of achieving this using custom MDF, custom Jobs like Integration center, Custom Integration using HCI, etc.
In the below blog, I am going to demonstrate an approach which is not only simple and effective but does not need any custom MDF or custom process saving customer’s implementation time and cost. This approach makes use of standard EC objects and EC Jobs.
The blog makes use of following process
- EC Employment Details Standard Object
- Bizx Off Cycle Event Batch Job
- EC Alerts and Notifications Framework
Important Note: Please don’t create a support ticket in our queue, if you are modifying or changing the below best practice config. If you are modifying the rules, we cannot support your issues since this would be done by someone else and we are not sure what was the intention behind those changes
Without wasting much time, lets get started on the process
EC Employment Details Standard Object
In standard EC employment details add a new custom field named “ Number of Years” of type Long
Bizx Off Cycle Event Batch Job
Go to manage data and create new Off Cycle Event Batch as shown below
- Create a new Associated Rule to calculate number of years:
- Select Base object as Employment Details
- Off Cycle event batch user group: Create a new group if not already there. To create new go to admin center and search “Manage Off Cycle Event Batch Groups” .Sample Group is shown below
- Select filters as shown above for each anniversary year. Hire Date equal to offset 1 year, 2 years, 3 years and so on
- Set Frequency as Daily
This concludes creating off cycle batch
EC Alerts and Notifications Framework
Create an Alert Message for each year of anniversary. You can create one and use copy paste and mass import using MDF import and export. For simplicity case, I have created for two years of anniversary
Create an alert workflow to be sent to the employee
Create a new rule to send alerts and attach it to employment details
Neelesh Ben2 is an employee who was hired on 15th Sep 2018 and today is 15th Sep 2019. He has completed 1 year of service.
The sequence of jobs to be run in provisioning is very important. First, we need to run Bizx off cycle event processing Job and then EC alerts and notification Job. Make sure even if you are scheduling them daily, please schedule them in this order only.
First, run the Off cycle job
After this job, the employment details object is modified with the number of years
Now run the EC alerts and notification job on the same day (This would run automatically if scheduled )
You can now check the inbox and alerts would be created
As you can see from above, we are able to achieve this with a simple process by just using EC Objects. There is no additional complexity of Custom MDFs and custom Integration Jobs considering there is an initial limit on 25 MDF objects. This is also performance efficient since it picks up and updates only those employees who have their anniversary on that particular day instead of analyzing all the users.
I would request you to check the above and if you have any ideas to improve this blog further, please provide your valuable comments.
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