2502799 - How to import advances data for employees

How to import Advances data onto Employee Central from scratch?

SAP SuccessFactors Employee Central: Advances

• We were using Advances concept already but did not utilize EC Advances for earlier transactions.
• We have implemented EC Advances now. How do we update/upload all previous advances data onto present EC Advances?

• It is higly recommended that Advances data is created from the UI and not by imports.
• The Advances feature uses many related files and data to collaborate and work as a whole. These collaborations occur with no issue when data is generated from the UI, but extra steps need to be taken when the Advances are created/adjusted via import.
• For imports, we need to be extra careful, especially as all external codes and unique IDs for the objects need to be provided by the person doing the import, and the system will not automatically create them on import.

Recommended steps for upload:

Case 1: Advance with Auto Recovery = NO

Use the zip file "Auto recovery_NO.zip" provided in the attachments for importing the advance which will not have installments and/or recurring deductions.
PS:Recovery status should be PLANNED to reflect the installments and payment on advance UI.

Case 2: Advance with Auto Recovery = YES

Use the zip file "Auto recovery_YES.zip" provided in the attachments for importing the advance which will have installments and/or recurring deductions.

P.S.: The import.properties file in this KBA is modified and the import sequence.csv is also modified as per our needs.

Addtional instructions:

• Create the 'Eligibility of Advances' object from the UI:
  Go to Admin Centre > Manage Data > Create > Eligibility of Advances.
  Here Auto Recovery should be NO for case 1, YES for case 2.

• There is no need to import the 'Accumulation of Advances' and 'Advance Installments' information, as it gets created automatically on import of the provided sequence.
• All external codes for objects need to be provided by us, and it should follow the pattern and cannot be random.
  Example: 106014_Base Salary India (BASE_IN)_07122017_1  - this is (Employee ID)_(PayComponent ID)_(request date)_(advance number).
  If the employee is requesting this particular Advance for the first time on the mentioned request date, then the advance number will be 1.
  
  
• All of the fields in the import files should be calculated by the person doing the import, and then fed into the import files. The system will not calculate them automatically; it will only create the Installment and Accumulation objects.
• Advance.recoveryStatus should be PLANNED for Case 1 (Auto Recovery = No scenario), then only advances installments are considered and properly updated on UI based on payment status.
• Advance.recoveryStatus should be NOTSTARTED for Case 2 (Auto Recovery = YES scenario). It will change to PLANNED once Recurring Deductions are created by the system.
• Before creating your import files, please create the Advances data for a single user from the UI, export all relevant objects from 'Import and Export Data', and make sure to understand and learn the ID patterns from the exported objects and use similar patterns to fill in data for all employees.

2567662 - Import Advances with Recovery Status INPROCESS

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