Evaluating Position Management Business Rule Scenarios

Objective

After completing this lesson, you will be able to determine which business rule scenarios are available to use when managing positions

Business Rules

Business Rules are used to add application logic to determine the outcome of a change made to particular data in the system. Business Rules follow the logic "IF this data is changed in a certain way, THEN the system reacts in this way".

Business Rules are highly configurable and not delivered "out of the box", since the requirements vary from customer to customer.

Note

In this learning journey, it is assumed that participants have basic knowledge on Business Rules, and participants will learn about the specific scenarios on Position Management.

You can check on the following resources in SAP Learning portal for a refresh on the Business Rules:Creating and triggering Business RulesCreating business rules for Employee Central transactions during implementation

Additionally, the guide in SAP Help Portal is also a great resource:Implementing Business Rules in SAP SuccessFactors

Business Rule Process Overview

In the business rule, you define which actions the system performs when specific conditions are met.

  • In the IF section of a rule, you define which conditions need to be met. Please note that some rules don't require conditions, be it for application-specific reasons or because the rule is defined as "always true"
  • In the THEN section of a rule, you define how the system reacts when the conditions are met. Please note that some application-specific rules don't require THEN statements.
  • Sometimes, rules have alternative scenarios when another set of different conditions and statements would make the rule trigger ELSE IF / THEN or even "Catch All" scenarios, when any of the conditions or statements already define on the rule are not met, but we still want the rule to trigger ELSE. The typical example of using ELSE is for the Event Reason Derivation rules in Employee Central.
  • The rule is assigned wherever applicable (e.g. a rule to propagate data to the Position record based on selection of Job Classification will be assigned at the jobCode field in the Position object definition).
  • Definition of the event that triggers the rule. Using the same example, the rule will trigger when the jobCode field changes, and before you save the Position changes (onChange trigger event).

Business Rule Scenarios for Position Management

In Position Management, the following scenarios are available to configure Business Rules

  • Synchronize Position Changes to Incumbents. You can use this scenario to synchronize changes of a position to the incumbents. You must first register the rule in Position Management SettingsSynchronizationRule for Synchronizing Position to Job Information. The rule should also be triggered if the position field is changed in job information.
  • Map Fields from Position to External Job Requisition in Fieldglass Integration. You can use this scenario to define the field mapping between a position and the external job requisition to be created in Fieldglass. You must first register the rule in Position Management Settings, in the Rule for Mapping Fields between Position and Fieldglass field.

    Note

    This business rule scenario requires to set up the integration with SAP Fieldglass, which is not in scope for this training. For more information, you can check the following resource in the SAP Help Portal:Integrating Employee Central with SAP Fieldglass

  • Synchronize Incumbent's Changes to Position. You can use this scenario to synchronize changes in an incumbent's job information to the assigned position. You must first register the rule in Position Management SettingsSynchronizationRule for Synchronizing Job Information to Position.
  • Default Position Attributes in Position Organization Chart. You can use this scenario to default values if a new position is created in the position organization chart using the Add Lower-Level Position or the Create Same-Level Position actions. You must first register the rule in Position Management SettingsUI CustomizingRule for Defining Copy-Relevant Position Fields.
  • Update Rule for Mass Change Run. You can use this scenario in a mass change run to define the target criteria of objects to be updated, as well as the updated values. You can register the rule in your Position Mass Change Run requests in Manage Mass Changes for Metadata Objects tool.
  • Unassigned Incumbent from Position for Right to Return. You can use this scenario to decide whether an incumbent should be unassigned from the position in a Right to Return scenario or not. You must first register the rule in Position Management SettingsRight to ReturnUnassign from Position.
  • Create Right to Return for Incumbent. You can use this scenario to decide whether a right to return should be created in the incumbent's position in a Right to Return scenario or not. You must first register the rule inPosition Management SettingsRight to ReturnCreate Right to Return.
  • Derive Job Requisition Template in Recruiting Integration. You can use this scenario to derive the job requisition template ID that should be used for the job requisition. You must first register the rule in Position Management SettingsIntegrationRule for Deriving Job Requisition Template ID.
  • Map Fields from Position to Job Requisition in Recruiting Integration. You can use this scenario to define the field mapping between the position and the job requisition to be created. You must first register the rule in Position Management SettingsIntegrationField Mapping Rule to Create Job Requisition from Position.

    Note

    The rules for Recruiting Integration will be discussed further in the Unit 5 - Lesson 1 Integrating SAP SuccessFactors Employee Central Position Management with SAP SuccessFactors Recruiting.

Business Rules for MDF Based Objects

Besides the specific scenarios for Position Management in Configure Business Rules, you can use the Rules for MDF Based Objects in the Metadata Framework rule scenario to:

  • Generate Position Code Automatically based on a sequence.
  • Default Values when a new position is created.
  • Trigger Workflows when a new Position is created and/or changed.
  • Configure EC Alerts and Notifications

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