Do you know how to restrict a leave type so only certain employees, like union members, are even allowed to apply for it, using a field that doesn't exist in SAP by default? This session shows you how to build a completely custom eligibility check from scratch: adding a new "Union Member" picklist field to Job Information, then wiring a validation rule that blocks anyone who isn't a union member from applying for "Union Leave." It's a great real-world example of how far you can extend standard SuccessFactors configuration using just custom fields and business rules.
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Chapters:
00:00 Union Leave Configuration & Employee Job Information
04:25 Picklist Values, Field Mapping & Permissions
13:12 Correcting Field Mapping & Role Permissions
21:49 Correcting Picklist Associations & Union Member Status
31:49 Assigning Take Rules & Time Profiles
41:46 Maximum Union Leave Duration Rules
In this video, you'll learn:
How to add a brand-new custom field ("Union Member") to Job Information using Manage Business Configuration
How to create and assign a picklist for a custom field, and control its visibility and requiredness
How to create a "Union Leave" time type specifically tied to this custom eligibility requirement
How to build a validation rule that checks the employee's Job Information (Union Member = Yes) before allowing a Union Leave request
How to attach a clear rejection message so ineligible employees understand exactly why their request was blocked
How to combine this custom field check with duration limits (e.g., a maximum of five union leave days)
Live troubleshooting when a custom field or validation rule doesn't behave as expected, and how to trace the issue back to the configuration
This is a great example of just how flexible SuccessFactors configuration really is. If a client asks for an eligibility rule that doesn't map to any standard field, this is exactly the pattern you'd use to build it yourself.
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