Creating Business Rules for the Offboarding Process

An organization may not want to initiate the offboarding process for every employee they terminate in SAP SuccessFactors Employee Central. For this reason, you have to define a business rule that will initiate offboarding only when applicable to specific employees leaving the company.

This video explains more about this process.

The steps below provide an outline of the task demonstrated in the Defining a Business Rule for Initiating Offboarding video.

1. In the Action Search bar, enter Configure Business Rules.

2. From the search results, select Configure Business Rules. The Business Rules Admin page opens.

3. To create a new rule, choose Add (the plus icon). The Configure Business Rules page opens.

4. Select Onboarding. The list of scenario categories that can be used for creating business rules for Onboarding and Offboarding displays.

5. Select the Initiate Offboarding Configuration scenario.

6. Enter a Rule Name, Rule ID, and select a Start date. The Rule ID automatically populates the value entered in the Rule Name, but you can change it if desired.

7. Choose Continue. The business rule configuration page opens.

8. Define the business rule.

9. To save the business rule for initiating the Offboarding process, choose Save.

When the Offboarding process is initiated, the manager can view and edit some of the offboardee's information, such as their personal, job, and employment information. This task is activated when the business rule ONB2_OFB_ManagerReviewCheck is evaluated to be true, which is enabled automatically when Offboarding is initiated.

If Manager Data Review is not required, change the business rule to false. As a result, the Manager Review step is skipped.

The ONB2_OFB_ManagerReviewCheck business rule is defined to always trigger the Manager Data Review step in the Offboarding process. The steps below show how you can modify it when the Manager Data Review step is not applicable to the organization’s offboarding process.

1. In the Action Search bar, enter Configure Business Rules.

2. From the search results, select Configure Business Rules.

   The Business Rules Admin page opens.

3. In the Search box, enter ONB2_OFB_ManagerReviewCheck and choose Go. The ONB2_OFB_ManagerReviewCheck business rule appears in the search result.

4. Under Rule Name, choose ONB2_OFB_ManagerReviewCheck.

5. To modify the business rule, choose Take Action and select Make Correction.

6. Define the business rule.

7. To save the business rule changes, choose Save.

The organization wants both the Manager Data Review and Employee Data Review steps to be included in the offboarding process. These are both critical in their process because of the different benefits they offer employees before they leave the company, especially if the employee is retiring.

In this exercise, you will configure the predefined business rules for the two data review steps in the offboarding process.

1. In the instance, navigate to the Business Rules Admin page by entering Configure Business Rulesin the Action Search bar.

2. In the Search box, enter ONB2_OFB.

   All business rules with ONB2_OFB in the rule name display in the results.

3. Select the business rule name ONB2_OFB_ManagerReviewCheck.

4. Verify the two If expressions are configured as follows:

   1. Process.processtype is equal to Offboarding.
   2. Process.targetdate is on or before 01/01/1900.

5. To go back to the Business Rules Admin page, choose Business Rules Admin.

6. In the Search box, enter ONB2_OFB.

   All business rules with ONB2_OFB in the rule name display in the results.

7. Choose ONB2_OFB_EmployeeReviewCheck by selecting the business rule name ONB2_OFB2_EmployeeReviewCheck.

8. Verify the If statement is configured as: Process.processtype is equal to Offboarding.

   Typically, you would modify the ONB2_OFB_ManagerReviewCheck and ONB2_OFB_EmployeeReviewCheck business rules to make sure you see the data review for both the manager and offboardee in the offboarding process, but we did not carry out this action in the course.

9. To go back to the Business Rules Admin page, choose Business Rules Admin.