2017 Q2 - Sf Ec Workflows Ig

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  Implementation Guide CUSTOMER SAP SuccessFactors Employee CentralDocument Version: Q2 2017 – 2017-06-02 Implementing and Configuring Workflows in Employee Central  Content 1 What's New...................................................................42 Workflows Overview.............................................................6 2.1 MDF Workflows for Customers Not Using Employee Central.................................6 3 Prerequisites - Data Model Enhancements............................................84 Prerequisites - Provisioning Settings for Managing Workflow Requests.....................95 Permission Settings............................................................10 5.1 Manager Permissions............................................................105.2 HR Admin Permissions...........................................................10 6 Defining Workflows.............................................................13 6.1 Routing Workflows..............................................................19Setting Up Dynamic Roles.......................................................21Setting Up Dynamic Groups.....................................................23Position Relationships.........................................................24 7 Triggerin g Workflows...........................................................25 7.1 Assigning Workflows Directly ......................................................267.2 Triggering Workflows Using Business Rules............................................26Defining Workflow Derivation Rules with Business Rules.................................26Assigning a Workflow Derivation Rule to the Object....................................287.3 Triggering Workflows with XML File-Based Derivation (You Calc Rules).........................307.4 Limitations for Workflow and Event-Reason Derivation OnSave Rules..........................31 8 Setting Up Workflow E-mail Notifications...........................................339 Managin g Workflows...........................................................39 9.1 Reminding Approvers About Stalled Workflows in Their Inbox...............................399.2 Escalating Workflows Automatically..................................................409.3 Delegating Workflows............................................................449.4 In-Flight Changes...............................................................47Editing Workflow Attachments...................................................48 10 Alerts and Notifications.........................................................50 10.1 Defining an Alert and Notification Template............................................5210.2 Defining an Alert Workflow........................................................5410.3 Defining an Alert Rule............................................................55 2 CUSTOMERImplementing and Configuring Workflows in Employee Central Content  10.4 Assigning an Alert Rule to the Object .................................................5910.5 Scheduling a Job...............................................................5910.6 Creating Alerts.................................................................61Example Alert for Time Off......................................................62Example Alert for Work Permits..................................................64 11 Behavior of Object-Based Workflows...............................................66 11.1 Foundation Objects.............................................................6611.2 Generic Objects................................................................72 12 Troubleshooting...............................................................73 12.1 Troubleshooting Alerts ...........................................................7312.2 Troubleshooting Notifications......................................................7412.3 Troubleshooting Approvals........................................................7512.4 Troubleshooting Data Traceability...................................................7612.5 Troubleshooting MDF-Based Workflow Objects..........................................77 13 Appendix....................................................................78 13.1 Example Workflow Rules for the New Hire UI............................................7813.2 Example Workflow Rules for the ESS.................................................7913.3 Example Workflow Rules for the MSS.................................................8113.4 Example Workflows with XML File-Based Derivation (You Calc Rules)..........................8613.5 Mapping Existing YouCalc Rules to Rules in the Business Rules Framework......................9113.6 Example Rules for Alerts..........................................................92 Implementing and Configuring Workflows in Employee Central Content CUSTOMER 3  1 What's New This document describes changes to this guide for the recent releases. If you have feedback, please send an email to [email protected]. Changes to this Guide in Q2 2017 Table 1: What's NewDescriptionMore Information PermissionsHR admin permissions updatedHR Admin Permissions [page 10]Assigning a Rule to an ObjectTopic updatedAssigning a Workflow Derivation Rule to the Object [page 28]AlertsTopic and examples updatedCreating Alerts [page 61]MDF-Based Workflow ObjectsNew topicTroubleshooting MDF-Based Workflow Objects [page 77]Examples for XML File-Based DerivationExamples updatedExample Workflows with XML File-Based Derivation (You Calc Rules) [page 86] Changes to this Guide in Q1 2017 Table 2: What's NewDescriptionMore InformationFebruary 3 Example Rules for AlertsUpdated with example for contract end dateExample Rules for Alerts [page 92]E-mail TagsList of tags updatedSetting Up Workflow E-mail Notifications [page 33]Prerequisites - Provisioning Settings for Managing Workflow RequestsNew topic added for managing workflow requests on the new home pagePrerequisites - Provisioning Settings for Managing Workflow Requests [page 9] 4 CUSTOMERImplementing and Configuring Workflows in Employee Central What's New