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

Lookback period referenced below are only valid for customers that Upgrade to Latest Homepage after 1H2022 Release (April 2022 for Preview and May 2022 for Production), migration done previously would usually follow only 90 days lookback to all cases (except for some cards)

Card Name	Lookback period	Display (in days)	Expire (in days)	Delete (in days)
LMS Approvals	90 days (based on creation date)	Immediate, as soon as requested	90 days after submission	expired date + 30 days
LMS Non-Approval To-Dos	365 days (based on required date)	30 days before the duedate	365 days after due duedate	365 days + 30 days
ONB To-Dos	90 days	creationDate so that card is visible upon creation	180 days after duedate or last modified date (which is the latest)	expirationDate + 30 days
Offboarding To-Dos	90 days	creationDate 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	Due date + 365 days If no duedate, no card is generated	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 + 60 days	Expire date + 30 days
Job Requisition card	180 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Job Offer card	180 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Candidate Interview Assessment	180 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Time Off	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Time Sheet	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
JPB- Acknowledge	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
JPB- Approval	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Time Account Payout	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Time Account Purchase	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Mentor Approve	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Compensation-TO Do Card	180 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
EC& MDF Alert To Do card	90 days	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	Expire date + 30 days
Time Recording	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
EC Workflow in pending status	90 days	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
EC Workflow in SENT_BACK status	90 days	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
FO (Foundation Object) Workflow	90 days	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Finish Your Profile To-do Card	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Auto delegation - Workflow Delegation Request	90 days	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Auto Delegation - Upcoming Delegation	90 days	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Pending Workflow - User-based	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Pending Workflow - None-user-based	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Sendback Workflow - User-based	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Sendback Workflow - None-User-based	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
FO Workflow in SENT_BACK status	90 days	creationDate so that card is visible upon creation	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
succession approval talent nominee todo	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Calibration ToDo Card	90 days		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 365 days

New To Do Categories (B2205)

Card Name	Lookback period	Expire (in days)	Delete (in days)
Supplement To Do	all	Active period	expirationDate + 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
Opportunity Marketplace OMP Assignment Application Approval	90 days	lastModifiedDate date + 180 days	lastModifiedDate + 365 days

Card Name

Lookback period

Expire (in days)

Delete (in days)

Supplement To Do

all

Active period

expirationDate + 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

Opportunity Marketplace

OMP Assignment Application Approval

90 days

lastModifiedDate date +

180 days

lastModifiedDate +

365 days

Keywords

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Product

SAP SuccessFactors HCM Suite all versions