2489840 - How to restrict users from changing the default effective date of today when editing Payment Information

You want to restrict users from changing the default effective date of today when editing Payment Information. This cannot be managed using role based permissions.

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 Employee Central
• Payment Information
• People Profile

You can create a rule which displays an error message avoiding to introduce past/future records in Payment Information. The rule (see below screenshots) will be triggered when both conditions are true:

• Introduced effective date is different than today [Payment Information.Effective start date is not equal to Today()]
• User does not belong to the the specified Permission Group, which is granted to introduce past/future records [Is User in Permission Group is equal to Boolean No].  Please, note that the Permission Group Name is case sensitive, and it should be typed exactly as it is defined in Admin centre > Manage Permission Groups tool.

Please, kindly remember to prior define your customized error message in Admin Centre > Manage Data > Create New: MessageDefinition.

The rule should be configured as OnSave in Admin Centre > Configure Object Definitions > Payment Information object:

Once the rule is set up, any user (who does not belong to the granted Permission Group) will receive an error if tries to insert past/future records in the Payment Information in the Employee Profile. For example:

Payment Information, past, future, records, effective date, permission , KBA , LOD-SF-EC-PAY , Payment Information (Bank Information) , LOD-SF-EC , Employee Central , How To

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