How to Upsert Data for An Onboarding Employee in SuccessFactors
We all know that we can upsert/update data via various types of platforms like CPI, Integration center or any kind of third party application like Postman. Via normal upsert process we can put or update data easily.
Now if we want to upsert data for an onboarding employee means whose hiring status is not completed yet then there are some boundaries, also there is some special solution we have to maintain.
First we have to understand what is the main barrier we can face at the time of upsert data for an onboarding employee. When the process of onboarding starts for an employee, Start date for the entities are stored.
Now as an example we are considering that we will upsert data in PerPersonalinfo. Till the completion of hiring, the entities support only single effective date. That’s why when we will try to upsert in the Perpersonalinfo, though we will get “ok status” and “result upserted” but the data will not be reflected along with the new start date in SuccessFactors.
Still if we want to change some data or want to input some data excluding start date then,we have to put the exact same Start Date in the source code. Then the data will be upserted on the same effective date. But we can’t change the Start date till the completion of hiring process.
I am briefing below the following steps.
Step 1 :
Considering Employee Number 1330 is an onboarding employee. So first we are taking the Start Date from Integration center of the particular entity. Here as I am giving example to upsert data in PerPersonalinfo so I am taking the start date of Personal Information.
As I am upserting data in Integration Center here, so we have to make the sample CSV file along with the same Start Date of that particular entity, here the entity is Perpersonalinfo.
Via Integration Center, in a CSV File Input Integration, we have to upload the sample CSV file. Then we have to map the fields from source to target and then we have to run the process. We can see that in the “Run Result Status”, the upsert is successfully completed.
After completion of the upsert process, we can check the result in Integration center. If we fetch data from Personal Information then we can see that the data was upserted already.
So in this blog I tried to explain how to Upsert/update data for an Onboarding Employee in SuccessFactors.
Still if you will face any kind of issue, feel free to ask in the comment section.