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 = otherwise, = lastModifiedDate + 365 days | If expiry date is set then = expirationDate + 30 days |
Offboarding To-Dos | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
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 = otherwise, = |
If expiry date is set then = otherwise, = |
Review Performance |
365 days |
If due date is set then = otherwise, = | expirationDate + 30 days | |
Complete 360 Evaluation |
365 days |
If due date is set then = otherwise, = | expirationDate + 30 days | |
**Job Application Cards |
180 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Job Requisition card |
180 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Job Offer card |
180 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Candidate Interview Assessment |
180 days |
If due date is set then = otherwise, = lastModifiedDate + 180 days |
If expiry date is set then = otherwise, = | |
Time Off | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Time Sheet | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
JPB- Acknowledge | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
JPB- Approval | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Time Account Payout | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Time Account Purchase | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Mentor Approve | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Compensation-TO Do Card | 180 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
EC& MDF Alert To Do card | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
Time Recording | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
EC Workflow in pending status | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
EC Workflow in SENT_BACK status | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
FO (Foundation Object) Workflow | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
Finish Your Profile To-do Card | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Auto delegation - Workflow Delegation Request | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
Auto Delegation - Upcoming Delegation | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
MDF Pending Workflow - User-based | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
MDF Pending Workflow - None-user-based | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
MDF Sendback Workflow - User-based | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
MDF Sendback Workflow - None-User-based | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
FO Workflow in SENT_BACK status | 90 days | creationDate so that card is visible upon creation |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
succession approval talent nominee todo | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = | |
Calibration ToDo Card | 90 days |
If due date is set then = otherwise, = |
If expiry date is set then = otherwise, = |
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 = otherwise, = | expirationDate + 30 days |
Talent - feedback request todo | 90 Days |
If due date is set then = otherwise, = | expirationDate + 30 days |
Onboarding | 365 days |
If due date is set then = otherwise, = | expirationDate + 30 days |
Offboarding | 90 days |
If due date is set then = otherwise, = | expirationDate + 30 days |
Opportunity Marketplace OMP Assignment Application Approval | 90 days |
lastModifiedDate date + 180 days |
lastModifiedDate + 365 days |
Keywords
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