2515173 - Rules Engine in Recruiting Management

SAP Knowledge Base Article - Public

2515173 - Rules Engine in Recruiting Management

Symptom

What is it?

The rules engine is a tool that enables you to create customer-specific rules. For example, you can use a rule to specify “All requisitions that are created for full time employees in the Sales organization should include a potential calculated commission of 15% of the base salary” or “All offer approvals should have a set expiration date of 30 days after the the creation date of the offer approval".

You can create rules for both job requisitions and job offers, which will then be executed by the system at runtime.

Environment

SuccessFactors Recruiting Management - All Versions

Resolution

Prerequisites

In Provisioning -> Company Instance -> Company Settings -> enable "Enable Generic Objects”
In Provisioning -> Company Instance -> Company Settings -> enable "Enable Recruiting Business Rules"
In Provisioning -> Company Instance -> Company Settings -> enable "Role Based Permission"

Please contact Cloud Product Support team in order to have the Recruting Business Rules enabled in Provisioning providing the attached Approval Form filled and signed.
Enable Generic Objects can be done via Upgrade Center in Admin Center.

Permissions:

Admin Center -> Manage Permission Roles -> Administrator Permissions -> Metadata Framework, select all.
Admin Center -> Manage Permission Roles -> Administrator Permissions -> Manage MDF Recruiting Objects -> Recruiting Rules Assignment Configuration: select at least View and Edit permission.

Creating a Rule

1. Login to Bizx application as an admin user with the necessary permissions to see the link "Configure Business Rules".
If you can’t see the Configure Business Rules link, it probably means that you don’t have the authorization.

Click on the link "Configure Business Rules" . Below page will be displayed.

image2017-6-27_20-46-14.png

2. Click the "Create New Rule" , A page will be displayed with options Basic, Intelligent Services Center and Position Management based on the features enabled in provisioning.

RCM supports only Basic rule.

3. Choose the radio button "Basic".  Below screen will be displayed.

Type in Rule Name, Rule ID, Start Date and choose the Base object either Job Requisition Template or Offer Approval template and click "Continue"

image2017-6-28_16-54-2.png

4. Clicking "Continue" button will display the page as shown below.

Add "If" and "then" condition based on requisition/offer approval fields. Save the rule. Rules can be created in different locale as well.

image2017-6-28_17-1-27.png

5. If some correction is required for the rule, it can be edited by clicking the "Take Action" → "Make Correction"

6.  After creating the rule the next step is to link the created rule to the template.

From the Q1 2018 Release, the linking of the rule to a template can be done using Admin Center -> Manage Rules in Recruiting.

Previously, it was possible to assign rules directly in the XML templates. Going forward this will not be supported.

The Admin user can be permissioned to access Manage Rules in Recruiting through RBP. The user should have View and Edit permissions.

RBP: Admin Center -> Manage Permission Roles -> [Permission Role] -> Permissions -> Permission settings -> Administrator Permissions -> Manage MDF Recruiting Objects -> Recruiting Rules Assignment Configuration.

The rule can be triggered unde one of the following conditions:

  1. OnInitialization of Job Requisition/ Job offer approval
  2. onSave of a Job Requisition/Job offer approval
  3. onChange of a Job Requisition/Job Offer field.

7. Once you have added the linked rule, go to either the Job Requisition or Offer Approval and verify that the values are set based on the rule condition and the relevant rule trigger.

For additional information on using Manage Rules in Recruiting, please check the article 2618607

See Also

For more information about the rules engine in general, see these guides on SAP Help Portal at https://help.sap.com:

  • Implementing Business Rules in SAP SuccessFactors
  • Using Business Rules in SAP SuccessFactors

Keywords

Recruiting Rules; Rules Engine; Business Rules; RCM Rules; Error in recruiting rules; Manage Rules; Manage Rules in Recruiting; RCM-43297 , KBA , LOD-SF-RCM , Recruiting Management , How To

Product

SAP SuccessFactors Recruiting all versions

Attachments

Customer Approval of Custom Solution Form_Rules Engine.docx