SAP Knowledge Base Article - Public

3212216 - Initial Load and Display/Expiry Logic for To-Do Cards in the Latest Home Page

Symptom

  • When will specific To-Dos be displayed in the Latest Home Page?
  • When will specific To-Dos be removed from the Latest Home Page in case of no action by end users?
  • How will existing To-Dos be migrated from old Home Page to Latest Home Page during the Universal Push?

Environment

SAP SuccessFactors HXM Suite

Cause

During the Latest Homepage Universal push for all customers, there will be defined logic (date based) followed for every To-Do category to decide which To-Do records will be migrated from the old Home Page to the latest Home Page.

Also, every To Do category follows specific timelines for how long they will be displayed in the Latest Home page, and when they will be automatically removed in case of no action by the end user.

Resolution

The below table will show the following information for individual To-Do categories in the Latest Home Page->

  • Lookback Period - Time range considered while migrating To-Dos from old Home Page to Latest Home Page during the Universal push. Meaning - only To-Dos created in last 'X' days from the date of universal push will be considered.
  • Display(in days) - When will the To-Do be displayed on the Latest Home Page.
  • Expire (in days) - When will the To-Do expire and be removed from the Latest Home Page, in case of no action by end user.
  • Delete (in days) - When will the expired To-Do entry be removed from the back end database.

Existing To Do Categories

Card Name

Lookback period

Display (in days)
Expire (in days)
Delete (in days) 

LMS Approvals

90 days

30 days before the duedate

Submission date + 90 days

Submission date + 90 days

LMS Non-Approval To-Dos

90 days

30 days before the duedate

Due date + 90 days

Submission date + 90 days

ONB To-Dos

90 days

creationDate so that card is visible upon creation

If due date is set then =
due date + 365 days

otherwise, = lastModifiedDate + 365 days

If expiry date is set then =
expirationDate + 30 days
Offboarding To-Dos90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Goals Cards

per actual data live in the system at the point of 2205 release since Goals card are generated from scratch and not migrated from existing Todos.

15 days before due date for performance type goals and 30 days before due date for development type goals

If due date is set then =
due date + 365 days

otherwise, =
lastModifiedDate + 365 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 395 days

Review Performance 

365 days

 

If due date is set then =
due date + 365 days

otherwise, =
lastModifiedDate + 365 days

expirationDate + 30 days

Complete 360 Evaluation

365 days

 

If due date is set then =
due date + 365 days

otherwise, =
lastModifiedDate + 365 days

expirationDate + 30 days

**Job Application Cards

180 days

 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Job Requisition card

180 days

 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Job Offer card

180 days

 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Candidate Interview Assessment

180 days

 

If due date is set then =
due date + 180 days

otherwise, = lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Time Off

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Time Sheet

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

JPB- Acknowledge

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

JPB- Approval

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Time Account Payout

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Time Account Purchase

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Mentor Approve

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Compensation-TO Do Card

180 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

EC& MDF Alert To Do card

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Time Recording

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

EC Workflow in pending status

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

EC Workflow in SENT_BACK status

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

FO (Foundation Object) Workflow

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Finish Your Profile To-do Card

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Auto delegation - Workflow Delegation Request

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Auto Delegation - Upcoming Delegation

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

MDF Pending Workflow - User-based

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

MDF Pending Workflow - None-user-based

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

MDF Sendback Workflow  - User-based

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

MDF Sendback Workflow  - None-User-based

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

FO Workflow in SENT_BACK status

90 dayscreationDate so that card is visible upon creation

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

succession approval talent nominee todo

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

Calibration ToDo Card

90 days 

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

If expiry date is set then =
expirationDate + 30 days

otherwise, =
lastModifiedDate + 210 days

New To Do Categories (B2205)

Card Name

Lookback period

Expire (in days)Delete (in days)

Supplement To Do

all

Active periodexpirationDate + 30 days

LMS new items to existing non approval category

90 Days

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

expirationDate + 30 days
Talent - feedback request todo90 Days

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

expirationDate + 30 days
Onboarding365 days

If due date is set then =
due date + 365 days

otherwise, =
lastModifiedDate + 365 days

expirationDate + 30 days
Offboarding90 days

If due date is set then =
due date + 180 days

otherwise, =
lastModifiedDate + 180 days

expirationDate + 30 days

Opportunity Marketplace

OMP Assignment Application Approval

90 days

lastModifiedDate date +

180 days

lastModifiedDate + 

365 days

 

Keywords

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Product

SAP SuccessFactors HXM Suite all versions