2673591 - Advances: Configuration Tips

How to configure Advances?

• SAP SuccessFactors HXM Suite
• SAP SuccessFactors Employee Central

While configuring Advances Eligibility Rule, please keep the following points in mind:

Point 1: The eligibility rule should be created from rules scenario Advances Management > Advances Eligibility Rule.

Point 2: At present eligibility rule can set the following values and there cannot be any addition or deletion to this list:

• Is Eligible
• Maximum Eligibility Amount
• Maximum Eligibility Percentage
• Unlimited Amount

Point 3: If there is a business requirement that depending on different criterias (for example, based on seniority) the users should be eligible for different amount/percentage, then currently it is not possible to accomodate the requirement through one Eligibility For Advances. For each scenario, a different Eligibility For Advances should be created and the AdvancesRule should be configured accordingly.

Point 4: The "Request Now" link will not appear if the user does not have the corresponding Pay Components in Compensation Information. In our example, the eligibility amount is decided based on a Pay Componnet Group (PCG)'s value.

This PCG is configured as following:

The user must have at least one of these Pay Components in his/her Compensation Information. Otherwise, "Request Now" option will not be available.

Point 5: At present the onChange rule on Advance Type field does not get executed properly if Currency is not maintained in the pay component that is selected on this field. This results in the field Pay Component Type in Eligibility for Advances not getting populated.

Point 6: There is a built-in logic that the fields calculationPercentageOn and basePayComponentGroup are conditional fields. By default calculationPercentageOn is displayed when payComponentType is of Percentage type and basePayComponentGroup is displayed when calculationPercentageOn is PAYCOMP_GROUP_ANNUALIZED. These fields are not displayed when the Advance Type is not of Percentage type.

2318720 - Employee Central - Advances & Deductions

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SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM all versions