3152871 - Prerequisites for showing Birthday and Work Anniversary cards in latest Homepage

• The birthday and work anniversary cards are not displaying in latest Homepage.
• The Birthday and Work Anniversary cards in For You Today section are showing blank, without any detail.
• Birthday cards not displayed right after the job runs due to manager's time zone.
• What are the permissions to see the anniversary cards on the Latest Homepage?

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SAP SuccessFactors HCM Suite

Manager goes to the Latest Home Page and see that the Birthday and Work Anniversary cards of their direct reports are not appearing.

The majority of issues related to birthday and anniversary are related to the wrong configuration of the steps bellow. Carefully read and apply all steps provided in the Resolution section of this KBA.

The Birthday and Work Anniversary cards visibility in latest Homepage is controlled by permission on standard elements. Birthday card data is read from dataOfBirth and Work Anniversary card data is read from serviceDate (if configured in data model) or hireDate.

• Possible cause #1: The standard elements as below are not configured in data model.
  • Standard element dateOfBirth
  • Standard element serviceDate or hireDate
• Possible cause #2: If the standard elements above are configured in data model, the below permissions are not granted to managers.
  • Employee Data → Manager
  • Employee Data → Date Of Birth
  • Employee Data → Service Date or Hire Date (The field level permissions need to be enabled according to the element configured in data model. For instance, the service date permission should be enabled if service date is configured in data model, the hire date permission should be enable if hire date is configured in data model. At least one of them should be configured in data model and the service date will be checked first.)
  • User Search

• If the instance has both service date and hire date configured in data model than service date will take preference and data should be populated/present for Service date in order to view the Work anniversary card.
• We can verify whether Service date and Date of birth is present or not  using "Export Extended User Information -> Personal Information" export.
• Hire Date can be verified via Employee export (Check reference KBA 3165090)
• If Service date, Date of birth or Hire Date is not configured, please follow below steps to add them.

1. Please ensure below standard elements are configured in data model.

• Standard element dateOfBirth
• Standard element serviceDate or hireDate

2. Please ensure below permissions are granted to managers:

The permission is controlled by the field level permission on these fields. Please ensure they're granted to managers and their direct reports are configured in target population. 

1. Go to Admin Center
2. Manage Permission Roles
3. Configure below field level permissions for the permission role. (The permission name might be different according to the label configured in data model)

• Employee Data → Manager
• Employee Data → Date Of Birth
• Employee Data → Service Date or Hire Date
• Please also make sure the user also has User Search permission. 

If the manager is seeing a blank pop up when opening the birthday card, go to User Role Search, check what roles are giving the user "Manager" permission, open the roles and see if the target population is set to "All(Employees)(exclude Granted User from having the permission access to him/herself)". If so, this is the cause of the issue.

Consider following one of the below steps:

• In the target population assignment, uncheck the option "Exclude granted users from having permission access to themselves."
• Alternatively, create a new role that allows the assignment of only "Employee Data > Employee Profile > Manager" to the logged-in user

Important Notes: 

• The admin who triggered the Push Birthday and Anniversary Cards on Latest Home Page upgrade becomes the job owner for both the daily and monthly push jobs. If this user becomes inactive at any point, the jobs must be reassigned to an active user.
• Changes to the data model, permissions, or dates are not reflected immediately on the Latest Home Page:
  • Monthly card updates take effect on the first day of the next month.
  • Daily card updates take effect on the next day.
  • To reflect changes immediately, manually run the relevant job in Provisioning → Manage Scheduled Jobs → Select the Push Job → Run It Now:
    • Push Date of Birth and Anniversary Data for Cards on Latest Home Page (Daily)
    • Push Date of Birth and Anniversary Data for Cards on Latest Home Page (Monthly)
• Monthly card data is generated from the results of the “Push Date of Birth and Anniversary Data for Cards on Latest Home Page (Monthly)” job and will display the same data for the entire month.
• Ensure data exists in dateOfBirth and serviceDate / hireDate. The default standard elements dateOfBirth and serviceDate / hireDate must be enabled and in use. If no data exists, birthday or work anniversary cards will not be displayed.
• If the instance does not use custom BCUI HRIS mappings and user data is uploaded manually via Export Extended User Information, ensure that dates are imported using the correct locale format.
  • If customer wishes to have  custom mappings between Employee Profile (EP) and HRIS (EC) data, refer to Custom HRIS Sync Mappings | SAP Help Portal.
  • For further assistance with custom mappings, please log a separate ticket under LOD-SF-EC-HRIS.
• The Legacy Home Page retrieves data from EC (HRIS elements), while the Latest Home Page retrieves data from User standard elements (supporting both EC and Non-EC customers). As a result, cards may appear on the Legacy Home Page but not on the Latest Home Page.
• Card visibility is based on the manager’s time zone. Cards may not appear immediately after the job runs.
  • The daily birthday job generates cards for employees whose birthday falls on the next day in UTC, but display timing follows the manager’s local time zone.
  • Example (Manager time zone: UTC+10):
    • June 10, 11:00 AM: Job runs → cards generated for June 11 birthdays
    • June 11, 12:01 AM: Cards become visible to the manager
  • Cards expire the following day, based on the manager’s time zone.
• Birthday and Work Anniversary cards are displayed based on dateOfBirth and hireDate, according to permission roles. There is no option to filter or sort cards by FTE or Contingent Worker.
• When an employee’s manager changes:
  • The previous manager may still see a non-clickable card until the next month.
  • The new manager will receive a clickable card in the same month after the push job runs.
  • This behavior is expected.
• Cards are generated at the beginning of each month. If employee data changes mid-month and the job is rerun, cards are typically updated.
  • Exception: If all originally listed employees leave or move to a different manager and no new qualifying events exist, no new cards will be generated and previously generated cards will not be updated. In this case, outdated cards may remain visible.

• KBA 3116231 - Birthday and Work Anniversary Cards on the Latest Home Page
• KBA 3165090 - Anniversary Card not displaying on the Latest Homepage
• Enabling Birthday and Work Anniversary Reminders on the Home Page

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