2739112 - EC Alerts: How to create an Alert to notify both Home and Host Manager for the Start or End of a Global Assignment

How to create an Alert to notify both Home and Host Manager for the-:

• Start of a Global Assignment
• End of a Global Assignment

SAP SuccessFactors Employee Central

The configuration example provided in this article can be used for both ADD and END Global Assignment only. For this configuration to work you must be using the "GACONFIG" for Global Assignments feature, and it must be set to use the "Update home job info record for global assignments".

 

Initial Information

To be able to configure an EC Alert to notify both the Home and Host manager that the Global Assignment is ending in n number of days, this will require 2 Alert rules to be created. Please note that the below example is a very simple setup. Using 2 Alert rules, 2 AlertMessage objects and 1 Workflow object. The configuration below will only ever create an Alert if the

 

1) The Workflow

In this example, only 1 workflow template is needed to be able to create the Email and ToDo for the Home & Host Manager.

 

2) The HOME Manager Rule:

The rule below is configured to only trigger the Alert if the "Back From Global Assignment" record is the "Current" record, or a "Future Dated" record. This is to prevent historic record corrections/updates from triggering unwanted alerts.

 

3) The HOST Manager Rule:

The rule below is configured to only trigger the Alert if the "Back From Global Assignment" record is the "Current" record, or a "Future Dated" record. This is to prevent historic record corrections/updates from triggering unwanted alerts.

PS: The alert effective date should be atleast a day before the EndGA, if the alert effective date is same as GA is ended, then the host employment will be inactive and alert won't be generated for host alert workflow.

4) Where do the rule triggers go?

Ensure you put both rules on the jobInfo element as "saveAlert".

 

5) Testing

Please remember to test thoroughly. Do not over complicate the rule and do not use DatePlus in the IF condition.

Remeber you can use the Manage Alerts and Notifications to verify that Alerts are correctly created after the EC Alerts and Notifications job in the backend has completed successfully. See Implementing and Configuring Workflows in Employee Central Handbook for more information on this admin feature.

 

NOTE: You cannot use Context "Source" and "Target" as this is only supported for Workflow transactions such as "Manager Transfer" (where the Manager changes in that transaction) or "Add Global Assignment", and this Workflow logic does not apply to EC Alerts.

SPECIAL NOTE: If the End Assignment is created in the past (on a date before today), the HOST Manager will not recieve a ToDo or Notification. This is because the Global Assignment is ended and the corresponding User Account is "Inactive". Please refer to article 2676210 - EC Alerts and Notifications - Exclude Alerts for Terminated Users

Limitation: Cross Portlet value checking is not supported - i.e. If the Base Object of the Alert Rule is "Job Information" you cannot check a value in "Global Assignment Info". The fields being evaluated in the rule must be from the Base Object of the rule.

• 2156278 - How to set up EC Alerts and Notification using Business Rules
• 2315275 - Employee Central - Workflows & Alerts
• 2471834 - How to configure an EC Alert Rule for Global Assignments

GA, alert, ec, home, host, global assignment, end assignment , KBA , LOD-SF-EC-ALR , Alerts & Notifications (saveAlert - EC Core only) , LOD-SF-EC-GA , Global Assignment , How To

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