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Resolving a ‘Begin Date’ Percent of Time Change Case
Open Percent of Time Change cases that require action in the current month will show up on the Homepage report. You won’t know if it requires action on the Begin Date or End Date until you view the case.
Select a Percent of Time Change case by clicking on the case number.
If the Begin Date is in the current month, make the necessary FTE updates in HCM
Once the Begin Date FTE is updated in HCM, double-click on the FTE Updated in HCM field in Salesforce
Document the date the Begin Date FTE was updated in HCM, and then click Save
When FTE Updated in HCM is populated, percent of time change cases with a Begin Date in the current month will: 1) be considered resolved, and 2) be removed from the Homepage report until the End Date is in the current month.
Closing an ‘End Date’ Percent of Time Change Case
Open Percent of Time Change cases that require action in the current month will show up on the Homepage report. You won’t know if it requires action on the Begin Date or End Date until you view the case.
Select a Percent of Time Change case by clicking on the case number.
If the End Date is in the current month, make the necessary FTE updates in HCM
Once the End Date FTE is updated in HCM, double-click on the Date Closed field in Salesforce
Document the date the End Date FTE was updated in HCM in the Date Closed field, and then click Save
When Date Closed is populated, percent of time change cases with an End Date in the current month will: 1) be considered closed, and 2) be removed from the Homepage report.
Cloning an ‘Ongoing' Case for the Following Year
When you close an ‘Ongoing FTE Change’ or ‘Ongoing Short Work Break,’ you will receive a reminder to Clone the case for the following year
If you do want to clone the case for the following year, click the Clone Case button
Confirm you want to clone the case by clicking Next
Confirm the following fields: New Begin Date is Date, New End Date, Begin % of Time, and End % of Time, and then click Next
Salesforce uses the previous year’s data to populate this new year’s data
You will be reminded to add a Case Contact
Adding an updated Case Contact will ensure you get the most up-to-date contact and employment information on the employee
Adding a Case Contact
Click on New Case Contact
Search the employee (by name, email address, EID, etc) via the Search Employment
Select the radio-button related to the correct employee and employment record
Click Next
Click Save
Click on the Case Number to be redirected to the Case record page
Case cloning complete
