Deferred deactivation of the SuccessFactors position (position) - Part 1

This newsletter article is divided into two parts. You will find out what problems there are in the standard system when deactivating the position (position) in SuccessFactors and then we will present an approach with which this problem can be solved and you can use other advantages.

You may already be familiar with the function in the SuccessFactors standard that allows you to deactivate an employee's position when they leave. If the function is activated, the input mask for the employee's departure will ask whether the position (position) should be deactivated.


Figure 1: Termination UI – Default field

If you answer the deactivation with No, the position (position) remains active and has to be filled. If you select the Deactivate Yes option, the position (position) is deactivated on the employee's leaving date. This has the effect that the position (position) is deactivated at the same time as the employee's leaving date. This creates the following picture:

Figure 2: Job information after termination


Figure 3: Position (position) after scheduling

Because the position (position) is deactivated upon leaving, the position (position) is deleted from the employee's employment information. Accordingly, difficulties can arise in reporting and affect the display in the employee's profile.

We would like to present our approach to this problem, which ensures that the standard logic is overridden and the position (position) is deactivated with a time delay. Our approach is based on that Integration and Intelligent Service Center. First, the option “Deactivate the position (position)” is deactivated in the position management settings. As a result, the option – Deactivate Yes – is no longer offered when the employee leaves. A custom field is created to display the option again.

Figure 4: Position (position) management settings

Figure 5: Customer-specific field in the business configuration


Figure 6: Termination UI with the custom field

This approach also has the advantage that the field Deactivation of the position (position) is no longer displayed for all users, but can be controlled according to the application using role-based permissions. The standard approach can only be used to control whether the standard field is editable or whether the user only has viewing rights. With the approach presented here, the field can also be completely hidden.

The custom field is now created, but so far it has no effect which option is selected. in the second part In this entry you will learn how the standard function is overridden and how it can be carried out with customer-specific logic.

Do you have questions about how to set the deferred deactivation in Successfactors or do you need further help? Contact us via the contact form and send us a message.

 

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