SAP Knowledge Base Article - Public

2814232 - How to configure Birthday Alerts in Employee Central using MDF

Symptom

How to configure birthday alerts in employee central

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

  • SAP SuccessFactors Employee Central
  • Alerts and Notifications

Resolution

LOGIC

  • Create a custom MDF object to save the birthday of all users
  • MDF object should have 2 fields. One to store the date of birth and other field to store a date combining the day and month of birthday and the current year.For example if user's birthday is 05/07/1988. Then this field will display 05/07/2019. We have to create a rule to populate date to the second field
  • Create an alert rule and add it as a post save trigger in above mdf object
  • Configure a daily job in integration center which will fetch the date of birth of all users from biographical portlet and creates instances of above object.
  • Alerts will get triggered if the rule condition matches

STEPS

  1. Create a custom MDF object

Navigate to admin center---->configure object definitions--->create new object definition

  • External code should be of USER type
  • Add 2 date fields- one for birthday and other for storing date extracted from birthday

Custom MDF birthday.png

  1. Configure an onSave rule to populate date in the second date field from the actual birthday field

Below rule will populate the date in second custom field from the date of birth field. New date will have the year as current year.

  • Rule scenario: Rules for MDF based objects
  • Base object: Custom MDF object
  • Purpose: Evaluate

Rule to convertDOB.png

  1. Create an alert rule and add as a post save trigger in above MDF object
  • Rule scenario: Rules for MDF based objects
  • Base object: Custom MDF object
  • Purpose: Alert
  • Workflow should just have a CC user as employee

BDAY ALERT.png

  1. Schedule a job in integration center

Admin center---->Integration center--->Click My integrations--->Click create button on top right corner--->Click more integration types--->Choose settings as per below screenshot

Integration Type.png

  1. Select Biographical information in the next page

PerPerson.png

  1. Add a name--->click next

Birthday Job.png

  1. Configure the setting as per below

Configure fields---->Click the highlighted mapping icon towards the top right corner---->Select Upsert single in Operation field---->Select Full Purge in Purge type field---->Select the highlighted Biographical information under destination fields and then click trash icon so that those fields will get removed

Purge type.png

  1. Add the custom MDF Birthday object by clicking + icon under destination field

Add mdf.png

  1. Map the fields

First step is to map the date of birth field in biographical portlet to the date of birth field in custom MDF object so that system will push value to the custom date of birth field while running the job. Select fields as below. You can drag field from first column to the second column

DOBB.png

  • Then we have to map the user id field from employment details portlet to the external code of MDF object. In source fields section(first column), move to employmentNav section--->Expand the selection--->Select user id and drag to the next column and map to external code field

User Id mapping.png

Scheduling job

  1. Navigate to the scheduling tab and choose daily frequency. Select a time. Recommend choosing a time when minimal user's are accessing the system

Scheduling.png

  1. Save and Run the Job

SaveJob.png

Result: Here is the alert message

Message.png

Check this blog too https://blogs.sap.com/2019/07/03/birthday-and-anniversary-alerts-to-the-employees-in-successfactors/

Keywords

birthday alert, alerts and notifications, alerts, birthday, mdf alerts, ec alerts Step 4: , KBA , LOD-SF-EC-ALR , Alerts & Notifications (saveAlert - EC Core only) , How To

Product

SAP SuccessFactors HXM Suite all versions