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2530361 - Period End Processing - Use Carried Over Balance by a Certain Date in the Next Period

Symptom

Is it possible to use PEP to ensure that the carried over balance is used and approved by a certain date in the following period?

The requirement is to implement Period-End Processing (PEP) with the following condition:

  • A maximum of 5 days can be carried over from the previous year's annual leave.

  • These 5 carryover days must be used within the first 6 months of the new leave period (i.e., by 30/06/2020).

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


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Environment

  • SAP SuccessFactors Employee Central
  • SAP SuccessFactors HXM Suite

Product

SAP SuccessFactors Employee Central 2505

Keywords

PEP, carry over limit, use balance by a certain date, accrual limit, ECT-91440, Carryover leave limit, Time account carry forward, Restrict leave usage period, Ad Hoc time account, PEP rule configuration, Period-End Processing, Interim account update, Time off balance transfer, Carryover leave expiration, Configure balance expiration, carryover, Annual leave carry forward, Capping carryover leave, Validity period for carryover, Accrual restriction, leave restriction, balance expiry, accrual expiry, Balance time limit, Accrual Time Limit, Balance limited period, limiter period, balance usage limitation, balance consumption limit, balance consumption period, balance consumption time limit, balance consumption time period Accrual consumption time limit, Accrual consumption time period, Accrual Amount Expiry, Accrual Amount consumption, Accruals, 6 months, 3 months, 60 days, 30 days, months limit, Accrual Transfer, Accrual Amount Transfer, Accrual Amount Transfer. , KBA , LOD-SF-EC-TIM-RUL , TAT Rules, Validation & Take rules , LOD-SF-EC , Employee Central , LOD-SF-EC-TIM , Time Off , LOD-SF-EC-TIM-UI , Team Absence Calender/ Workbench/ ESS UI's , LOD-SF-EC-TIM-TA , Time Accounts (TAT, TA, TAD) , How To

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