Automating Reimbursement-Type Benefits in SuccessFactors Using Allowance Benefit Type and Integration Center

A finance expert from Bloomberg explains a workaround for automating the automatic enrollment of reimbursements in SuccessFactors. The solution involves creating an Allowance benefit type and using Integration Center to fetch entitlement amounts and post them into the Pay Component Non-Recurring portlet. This ensures that entitlements are consistent with eligibility rules and the process is fully automated and auditable.

In the realm of human resources and payroll management, automating the enrollment of reimbursements can significantly enhance efficiency and accuracy. A recent blog post from SAP SuccessFactors provides a detailed solution for automating reimbursement-type benefits, particularly for expatriate airfare entitlements. This workaround involves creating an Allowance benefit type and utilizing the Integration Center to fetch entitlement amounts and post them into the Pay Component Non-Recurring portlet.

The solution is particularly relevant for businesses in the Middle East, such as those operating in Dubai, where expatriate airfare entitlements are common. The blog post outlines a step-by-step process to achieve this automation:

1. Configure Benefit Type: The first step is to create a benefit type as Allowance instead of Reimbursement. This allows for greater flexibility in managing entitlement amounts. The Payroll Integration Mode is set to Benefit Objects, and MDF Objects (lookup tables) are used to map entitlement variations based on factors such as pay grade, legal entity, and employee group.

2. Automate Posting to One-Time Payments: The Integration Center job is configured to fetch entitlement amounts from the Benefit Enrollment Object and post them into the Pay Component Non-Recurring (Spot Bonus portlet) automatically. The job is scheduled to run daily to capture new enrollments and probation completions.

3. End Result: Once the Integration Center job executes, the entitlement is automatically created in the employee’s Pay Component Non-Recurring (Spot Bonus) portlet. This ensures that HR and payroll teams do not need to manually enter the allowance, and the process remains consistent with eligibility rules such as probation completion and proration for mid-year joiners.

The solution ensures that the process is fully automated and auditable, providing a robust framework for managing reimbursements efficiently. This approach not only saves time and reduces errors but also ensures compliance with organizational policies and regulatory requirements.

For more detailed information and further insights, readers can refer to the original blog post by SAP SuccessFactors [1].

References:
[1] https://community.sap.com/t5/technology-blog-posts-by-members/workaround-for-automatic-enrollment-of-reimbursement-type-benefits-in-sap/ba-p/14182370