2533061 - Initiate PM Form On Job Change Event: How to Configure the Off Cycle Event Batch for Future-Dated Scenarios

How to configure an off cycle batch for future-dated scenarios

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• SAP SuccessFactors Performance Management
• SAP SuccessFactors Employee Central

Prerequisites: 

• In the JobInfo portlet, ensure the hris-field has id="pm-form" visibility="view"

I. Create/Configure the BizX Daily Rules Processing Batch Job in Provisioning

As a customer, you do not have access to Provisioning. Please engage a Certified Partner or SuccessFactors Product Support to implement the fix.

1. Login to provisioning, and select the company name
2. Select Manage Scheduled Jobs
3. Select Create New Job
   
4. Enter the following:
• Job Name: [name of customer's choice]
• Job Owner: [select user of customer's choice]
• Job Type: BizX Daily Rules Processing Batch
• Job Occurrence & Notification:
• Occurrence: Recurring
• Recurring Pattern: Daily and select customer's time preference
• Start Date: Enter date/time customer would like job to run
• Note: This job should run after the daily HRIS Sync job so user data is already synced by the time this job processes
• (Optional) Additional E-mail Recipients
• (Optional) Send E-mail when job starts
5. Submit

II. Configure the Initiate PM Form Job on Job Change Event Business Rule

For example, if the rule base object is job information, please select Job History in baseEntity. Please see 2530838 - Initiate PM Form On Job Change Event: How to Launch a New Performance Form Based on a Job Info Change for an example of the rule used to create PM forms.

III. Configure the Off Cycle Batch for Future-Dated Scenarios

1. Log in to the system
2. Go to Manage data
3. In the right-hand corner, locate the Create New dropdown and search for Off Cycle Event Batch
4. In the Associated Rule field, select the OffCycleEventBatch rule created in the previous step
5. Enter all required fields per your company's requirements (example below) > Save

For example, if we want a rule to process all current and future-dated hires we would set the following:

• Filter Field: Hire Date
• Operator: is on or after
• Offset: [number field] i.e. if every 2 months, populate 2 in this field
• Offset Unit: [timeframe] i.e. if every 2 months, select Month(s)

Note: If there are other OffCycleEventBatch processes, all of them will be processed together by the BizX Daily Rules Processing Batch job in Provisioning. You can see all the objects already created by clicking in the dropdown menu.

When the BizX Daily Rules Processing Batch job runs, all active OffCycleEventBatch processes will be used to query records matching the effective start date. The business rule will trigger the Initiate PM Form On Job Change Event mentioned in the 'THEN' statement only when the 'IF' condition of the rule matches. Results can be downloaded from > Scheduled Job Manager.

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