SAP Knowledge Base Article - Public

2876432 - How to make changes in the Dependents Portlet via UI

Symptom

  • How to make any changes in the Dependents Portlet via the UI?
  • What are the best practices when making changes in the Dependents Portlet?

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 - Dependents Management

Resolution

Post Effective Dated Transaction

  1. Navigate to Dependent portlet for target employee in User Interface (UI)
  2. Click on the History Icon

    Dependents History.jpg

  3. Within the History View Dialogue Screen, Click on Insert New Record

    Dependents History Insert Record.jpg

  4. In new dialogue box, select the Past Effective date for the associated record

    Dependents History Effective Date.jpg

  5. Make any needed edits then click Save
    Note: The edits will show as a strike through under the box with the new value

    Dependents History Update.jpg

Future Effective Dated Transaction

  1. Navigate to Dependent portlet for target employee in User Interface (UI)
  2. Click on the Pencil Icon

    Dependents Future Date.jpg

  3. In the Edit Dialogue Box, select an Effective date for the new record (make sure the date is on or after today)

    Dependents Future Effective Date.jpg

  4. Make any Edits, additions or changes as necessary, then click on save.

    Dependents Future Date Save.jpg

    Note: If adding a New Dependent, please make sure to fill in any associated personal info details for the dependent

Adding a New Dependent using a Backdated Effective Date

Steps are same as previous, however this is the recommended method.

  1. Navigate to Dependent portlet for target employee in User Interface (UI)
  2. Click on the Pencil Icon

    Dependents Future Date.jpg

  3. In the Edit Dialogue Box, select an Effective date for the new record (make sure the date is on or after today)

    Dependents Future Effective Date.jpg

  4. Make any Edits, additions or changes as necessary, then click on save.

    Dependents Future Date Save.jpg

    Notes: 
  • Please make sure to fill in any associated personal info details for the dependent
  • Adding data with past date can also be done via History > Insert New Record, however only limited sections are displayed in this mode, hence pencil icon is the preferred method
  • Forward propagation should work in both Pencil and History > Insert New Record

Editing a Historical Record and not changing the Effective Date

  1. Navigate to Dependent portlet for target employee in User Interface (UI)
  2. Click on the History Icon

    Dependents History Edit.jpg

  3. Select the Record with the incorrect Data and click Edit

    Dependents History Edit Date.jpg

  4. In the Edit Dialogue Box, Do not change the effective date
  5. Next, make any changes you would like to have for the associated Dependent, then click Save

    Dependents History Edit Sample.jpg

 

For edits to Historical Record with the wrong Effective Date

  1. Edit the existing record.
  2. Change the previous effective date of the record to a new effective date
  3. Select save to move the record to the correct effective date

    See Also

    • 2542385 - SAP SuccessFactors Implementing and Configuring Dependents in Employee Central - User Assistance Documentation link
    • 2318779 - Employee Central - Dependents Management
    • 2274679 - How to Delete/Delimit Dependents Data via Import - Employee Central

    Keywords

    best practice, dependents portlet, dependents management, how to edit dependents portlet, edit dependents, history, dependents history, how to update depedents , KBA , LOD-SF-EC-DPD , Dependents Management , How To

    Product

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