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Author's profile photo Neelesh Kamath

Time Sheet Workflow Based on Time Valuation Results

We often receive the question to have a workflow based on different time valuation results. Most of them might not be aware that the time sheet workflow does not only handle simple cases like triggering a workflow to a manager, HR but can now also handle complex situations where you decide which workflow should be triggered based on a time valuation result like Overtime values

In this sample case, let me take an example of the following scenario

  •  0 overtime hours –> should trigger no workflow
  •             1-5 overtime hours –> manager approval
  •             6-20 overtime hours –> manager and HR

To handle, this I will make use of a sample duration-based time recording profile (DUR_POS) for illustration purposes. Please note, you can make use of any time recording profiles as long as you capture the overtime values in a time type group as part of the time valuation that you have

Sample Time Recording Profile

In the above time recording profile, we are basically splitting Recorded time in Public Holiday  group and then in Non PH Group.

In the final valuation we take the recorded hours on working days and compare it with scheduled working day for that day. Anything in access is moved to a time type group “OT1.5_WK”

Note: Again, This is just a sample time valuation. Your OT calculation could differ from mine. The basic idea is to capture OT , be it on a Public Holiday, Non-working Day (Sun, Sat) , working Day etc in a time type group. As an example, for demonstration, I am taking OT hours which are in Non-Public Holidays, but you could calculate for a full week or so.

Workflow Rule

Construct a workflow rule like below and attach it to Employee Time Sheet Object Definition

The Rule Does the following

  • The rule function “Get Number of Valuated Hours For Time Sheet ()” uses Time type group as a parameter. The Time Type Group OT1.5_WK is used here. The will retrieve the OT value from time valuation in time sheet when Workflow is submitted
  • Based on the value of this time type group appropriate workflow is triggered i.e. either to manager or manager & HR etc
  • The other conditions checks if the action is submit and current approval status is “To be Submitted “.
  • Further conditions can be added like, legal entity, Time Recording profiles,  Employee Group/Class etc if you further want to differentiate Overtime calculation and values for different employee groups

 

Testing

Case 1)

For a particular week, the OT value is 6 hours

So, Workflow triggered is “Manager and HR”

Case 2)

OT is 2 hours

For 2 hours, workflow is triggered to manager only

 

With this, I believe you can make use of these concepts to derive a workflow based on any time valuation result. Hope this helps in your implementation projects

 

Best Regards

Neelesh

Product Management, SAP Best practices for SuccessFactors

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      6 Comments
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      Author's profile photo Mahmoud WARD
      Mahmoud WARD

      thanks a lot Neelesh Kamath very fruitful blog

      Author's profile photo Neelesh Kamath
      Neelesh Kamath
      Blog Post Author

      Thanks Mahmoud

      Author's profile photo Clemens Kopfer
      Clemens Kopfer

      Very informative blog, thanks.

      That workflow - is that functionality from within SuccessFactors or SAP Cloud Workflow?

      https://blogs.sap.com/2017/08/19/extend-successfactors-with-sap-cloud-platform-workflow-part-12/

      Thanks, Clemens

      Author's profile photo Neelesh Kamath
      Neelesh Kamath
      Blog Post Author

      Thanks, Clemens. This is Successfactors workflow

      Author's profile photo Petra Rana
      Petra Rana

      Hi Neelesh,

      thank you for the above solution. Do I understand correctly that this solution does not require Time Tracking Licenses? Thank you very much.

      Kind Regards,

      Petra

      Author's profile photo Neelesh Kamath
      Neelesh Kamath
      Blog Post Author

      Hi Petra

      Thanks for the feedback.

      Yes this rule function is available for normal time sheet as well

      Best Regards

      Neelesh