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

Symptom

When will specific To-Dos be displayed on the Home Page?
When will specific To-Dos be removed from the Home Page in case of no action by end users?

Environment

SAP SuccessFactors HCM Suite

Cause

Every To-Do category follows specific timelines for how long they will be displayed in the 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 on the Home Page:

Display (in days) - When will the To-Do be displayed on the Home Page;
Expire (in days) - When will the To-Do expire and be removed from the 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.

Card Name	Display (in days)	Expire (in days)	Delete (in days)
LMS Approvals	Immediate, as soon as requested	90 days after submission	expirationDate + 30 days
LMS Non-Approval To-Dos	30 days before the due date	365 days after due date	365 days + 30 days
ONB To-Dos	creationDate so that card is visible upon creation	180 days after due date or last modified date (which is the latest)	expirationDate + 30 days
Offboarding To-Dos	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	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 due date, no card is generated	If expiry date is set then = expirationDate + 30 days otherwise, = lastModifiedDate + 395 days
Review Performance		If due date is set then = due date + 365 days otherwise, = lastModifiedDate + 365 days	expirationDate + 30 days
Complete 360 Evaluation		If due date is set then = due date + 365 days otherwise, = lastModifiedDate + 365 days	expirationDate + 30 days
**Job Application Cards		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 60 days	expirationDate + 30 days
Job Requisition Card		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Job Offer Card		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Candidate Interview Assessment		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Time Off		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Time Sheet		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
JPB - Acknowledge		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
JPB - Approval		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Time Account Payout		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Time Account Purchase		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Mentor Approve		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Compensation To-Do Card		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
EC & MDF Alert To-Do Card	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Time Recording		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
EC Workflow in pending status	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
EC Workflow in SENT_BACK status	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
FO (Foundation Object) Workflow	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Finish Your Profile To-do Card		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Auto Delegation - Workflow Delegation Request	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Auto Delegation - Upcoming Delegation	Immediate	If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Pending Workflow - user based		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Pending Workflow - Non-user based		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Send Back Workflow - user based		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
MDF Send Back Workflow - Non-user based		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
FO Workflow in SENT_BACK status	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 To-Do		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Calibration To-Do Card		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 365 days
Supplement To-Do		Active period	expirationDate + 30 days
LMS new items to existing non-approval category		If due date is set then = due date + 180 days otherwise, = lastModifiedDate + 180 days	expirationDate + 30 days
Opportunity Marketplace OMP Assignment Application Approval		lastModifiedDate date + 180 days	lastModifiedDate + 365 days

Note: This KBA provides aggregated information across module teams, and this KBA component does not define ownership. Module specific Card-related issues or queries specific to a module should be owned and handled by the respective module team.

Keywords

Home Page, latest, legacy, to-do tasks, to-do, to do, tasks, ribbon, to-do count, missing, missed, expiration, expire, expiration, days, day, X days, criteria, card, for you today, engagement, approval, display, migration, universal push , KBA , LOD-SF-PLT-TOD , To-Do List Issues , LOD-SF-PLT-LHOM , Legacy Home Page , How To

Product

SAP SuccessFactors HCM Suite all versions