Time Management in SAP SuccessFactors

Overview

• Two main transactions for time management:
  • Time of Structures: Central configuration for all time-related data.
  • Calendars: Used for period processing (e.g., year-end account closing).

Holidays Management

• Holidays can be linked to a country or set to be country-independent.
• Steps to create holidays:
  • Select the country (e.g., United States).
  • Create a holiday in the system (e.g., Martin Luther King Day).
  • Map holidays in a holiday calendar, configuring whether each holiday is a full day or half day.
• Important to create and map holidays every year; automatic rollovers do not occur.

Work Schedules

• Work schedule models define employee work hours per day.
• New system enhancements include:
  • Period Work Schedules: Allows for various scheduling scenarios (e.g., different shifts).
  • Daily Work Schedule: Assign hours to each day, with options for different models (e.g., simple, periodic, etc.).
• Work schedules now offer more complexity and flexibility to meet business needs.

Types of Schedule Models

1. Simple Models: Define fixed hours (e.g., 8-hour workdays).
2. Periodic Models: Allow assignments of day categories (e.g., rotations).
3. Complex Schedules: Incorporate shifts and varied shifts into a rotation system.

Time Accounts Management

• Account management for time-off requests involves:
  • Ensuring eligibility for payouts and leave balances.
  • Defining accruals and leave requests through automation.
• Accrual Frequency: Specifies how often leave is accrued (e.g., monthly, annually).
• Account Creation Types:
  • Recurring: New accounts are created yearly.
  • Permanent: Single account that accumulates indefinitely.

Employee Leave Request Process

• Employees can see projected leave balances, apply for absences, and manage approvals.
• The process includes simulating leave applications to check availability before applying.
• Important rules to create for accrual and termination (e.g., proration of leave based on hire date).

Conclusion

• The management of time and attendance within SAP SuccessFactors focuses heavily on absence management rather than detailed attendance tracking. Further discussions scheduled for future classes will delve into the practical applications and rules writing for effective time management use.