2080721 - Include Previous and Current Manager in Workflow Approval When Manager is Changed - EC

• 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 to configure a workflow to ask for approval from both the previous manager and current manager, when making a change to the Manager related to the employee via Manager Self-Service

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

• SAP SuccessFactors HCM Suite
• SAP SuccessFactors Employee Central

• When configuring a workflow for Manager Change (For example, you are able to set an approver that is to be used at each step)
• 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 add the Manager role approvers.
• Then set the “Context” of each of the approvers.
• If the workflow includes a change for the selected manager role, then specify whether the old or new manager approves the transaction (or both if the same role was added 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)

Note:

1. Caveat Example:

• • Make a change to Employee Data that triggers a workflow which is for a non-manager element such as Compensation Information (Not a Manager Change)
  • This change is on a future Effective Date
  • On the Same Effective Date, there is also a Manager Change as a separate transaction
     Result:
    • The Workflow will route to the Current (Source) manager for the Employee, regardless of Context in Workflow
    • This is because the Manager Field is not being validated as apart of the workflow, so the system is unable to trigger to the "Target" Manager

2. For Job Relationships roles (like HR, matrix, custom managers), the data is fetched from Employee Profile. This only considers the current data, as it is synchronized from Employee Central to Employee Profile based on the effective date of the record. When there's a future change in Job Relationships, the new relationships will only be synchronized to employee profile in the effective date of the change, so the workflows will be triggered to the new relationships only on that date.

Target, Context, Source, WFL, Routing Workflows, success factors, SFSF, SF EC, Manager, Effective Dated, Future Change, MSS, Job Relationships, End Date, , KBA , LOD-SF-EC-WFL , Workflows - Configuration, Tools, Objects & Rules , How To

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