2080721 - Employee Central: How to include the previous and current managers in a Workflow Approval process when the manager role is changed

SAP Knowledge Base Article - Public

2080721 - Employee Central: How to include the previous and current managers in a Workflow Approval process when the manager role is changed

Symptom

  • This article explains how to send a workflow approval to both the previous and new manager for approval, if the manager or job relationship changes for an employee
  • How do I configure a workflow to ask for approval from both the previous manager and current manager, when we make a change to the Manager related to the employee via Manager Self-Service?

Environment

  • Employee Central
  • Employee Central

Resolution

  • When configuring a workflow for Manager Change for example, you are able to set an approver that is to be used at each step. You can actually define which manager should approve the transaction, be it the previous manager, the new manager, or both.
  • To do this, navigate to Admin Tools > Manage Organisation, Pay and Job Structures > select the Workflow in question and then add the Manager role approvers. Then you can set the “Context” of each of the approvers. If the workflow includes a change for the selected manager role, then you can specify whether the old or new manager approves the transaction (or both if you add the same role twice).

 

  • When the transaction that requires an approval implies a manager change, the context allows you to determine which manager has to approve the transaction -:

               ● Source (the initial manager)

               ● Target (the new manager)

     

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Keywords

KBA , sf employee central , LOD-SF-EC , Employee Central , How To

Product

SAP SuccessFactors HCM Core all versions