How to Add and Update New Allowance Types Using CodeBot for SAP SuccessFactors

This guide will walk you through the process of adding and updating new allowance types using CodeBot for SAP SuccessFactors. Follow these steps carefully to ensure successful data entry and processing.

Step-by-Step Guide

1. Navigate to the Time Sheet Module

Log in to your SAP SuccessFactors account and go to the dashboard.
Locate and click on the Time Sheet Module Tile to enter the Time Sheet workspace.

2. Open the Allowance Type Workbook

In your workspace, open the Workbook.
Navigate to the Allowance Type tab in the workbook where you will input the relevant data.

3. Enter the Necessary Information

Enter the code for the new allowance type in the appropriate field.
Make sure to fill out all mandatory columns. These columns correspond to the fields in your SAP SuccessFactors instance, and it is crucial to complete them correctly for accurate data processing.

4. Set the Processing Status to "Pending"

In the last column, next to the processing code that you entered, set the processing status to "Pending". This will signal that the data is ready for processing.

5. Close the Workbook (For Office 365 Users)

If you are using Office 365, it is mandatory to close the workbook once you've entered all necessary information. This ensures that all changes are saved properly before the next step.

6. Start the Configuration in CodeBot

Back in CodeBot, click on the hamburger menu (three horizontal lines in the top left corner).
Select Start Configuration from the menu.
You will be prompted to enter your SAP SuccessFactors password.
Add any execution notes that are necessary to document the process.
Once everything is ready, click Confirm and Start to begin the data processing.

7. Track the Execution Process

During the execution, you can track the bot's progress by clicking on the "i" icon. This will provide you with more detailed information, including a screenshot of what the bot is doing at each step.

8. Verify

Once the process is complete, open the workbook again.
Look for green highlights in the workbook, which indicate that the data has been successfully pushed to your SAP SuccessFactors instance.

Need Help? We're Here to Assist You!

If you encounter any issues or require additional guidance during the process, please do not hesitate to reach out to our helpdesk. We are here to provide you with any assistance you need.

By following this guide, you will be able to smoothly add and update allowance types in SAP SuccessFactors using CodeBot. This ensures your system remains up-to-date and accurate without any data processing issues.

Updated on: 03/01/2025