Workflow Position Object

When creating a new position in the SuccessFactors Employee Central environment an approval process could be required and therefore a workflow can be configured. Since the system had a slightly different behavior when using Dynamic Roles/Groups for Position workflows (check KBA 2337281 for example), you may need to configure the position workflow based on position matrix relationships instead.

Here is an approach on how to cover this requirement:

1. Position Matrix Relationship Configuration

The different matrix position relationships can be created in the correspondent MDF picklist accordingly with your needs:

This matrix relationships will be available to be selected in the position object.

2. Workflow configuration based on position matrix relationships

See below a workflow example to be triggered when creating a new position:

In order for the workflow to be triggered, the following requirements have to be covered:

  • The Approver/CC Role Types must be defined as “Position Relationship”
  • The Context defined as “Target”
  • The Relationship to Approver must be “Position”.

Create the correspondent Business Rule in order to trigger the workflow when the change reason of the position is “New Position” for example and assign the Business Rule to the Position Object on the Save Rules section.

3. Assign matrix relationships when creating a position in the system

A logic can also be to assign the matrix relationship via a BR in order to automate the matrix relationships assignation to the position based on the organizational structured where the position is included (e.g. head of a specific division can be identified and his position can be assigned as the Division Director matrix relationship).

When saving the position the correspondent workflow will be triggered:

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4 Thoughts on “How to build Workflows in Position Object”

  • I am wondering how Matrix relationship of Position object gets synced with Job relation at employee profile level.

    Position object Matrix relationship uses MDF picklist while Job Relationship at employee profile i.e manage business configuration-> Job relationship uses legacy picklist.

    • Hey. This is working. I recommend to check the Position Management guide. But I think the MDF Picklist external code must match the external codes from legacy CSV relationship Picklist. You also need to activate the sync in position management settings. And be aware e.g. in add new employee this works only on save not on change when you select the position. But this is really helpful for HR Manager sync etc.

    • Hi, therefore you check the settings in “Position Management Settings”. Under one tab there you can define “Respect Workflows for Copy Position” Yes/No! If you talk about “Add Peer or Lower-Level Position” there your workflow will be respected anyway. The Copy Position feature is in my opinion often only an ADMIN feature. Therefore it is a matter of individual definition if you would like the workflow or not. In my opionon I wouldn’t use it there especially when you copy a position multiple times as the approver will receive then the amount of approvals = the amount of copies!

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