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What is a field master data workflow? A field master data workflow is a system for requesting, approving and recording changes to field employee records, such as transfers, promotions and salary revisions. MXTechies is building one on Mendix for a top Indian pharma company. Every change follows a clear approval path and syncs to SAP SuccessFactors, with a full audit trail.
- Client
- A top Indian pharma company
- Platform
- Mendix web application
- Integration
- SAP SuccessFactors (immediate or nightly batch sync)
- Users
- Field Coordinators and Payroll teams
- Transaction types
- Seven, each with its own approval ladder
- Project status
- In delivery
- Delivery partner
- MXTechies
Field HR changes lived in inboxes and spreadsheets
Field Coordinators and Payroll teams raised master data changes for field employees by email and Excel. That covered transfers, promotions, new positions, position deletions, HQ changes, resignations and salary revisions.
- No single system of record: there was no structured approval flow.
- No approval record: there was no reliable record of who approved what, and when.
- No validation: wrong position codes or mismatched HQ, Pool and State data slipped through.
- Hard to audit: requests scattered across inboxes and spreadsheets were hard to search, trace or audit.
One field master data workflow, from request to SuccessFactors
MXTechies is building a single-window workflow portal for Field Coordinators on Mendix. It replaces email and Excel with a structured request, approval and SuccessFactors sync flow.
A Master Console gives every authorised user a searchable audit trail by Employee ID or Position ID.
Eight capabilities in the portal
Grouped by the job each one does. The portal is in delivery.
Requests and approvals
Every change on one governed path.
01Seven transaction types
- What it does
- Position Code Change, No Position Code Change, New Position Code Creation, Position Code Deletion, Secondary HQ Addition/Deletion, Resignation and Payroll Salary Revision.
02Defined approval ladders
- What it does
- Each transaction type follows its own approval path.
03Mandatory rejection reasons
- What it does
- Every rejection is explained and recorded.
Accurate data at entry
Errors stopped before they reach payroll.
04Bulk Excel upload
- What it does
- Templates with built-in validation for high-volume changes.
05Automatic change classification
- What it does
- The system sorts each change into the right type.
Sync, audit and access
Traceable and secure by division.
06Sync choice
- What it does
- Push to SuccessFactors immediately or in the nightly batch.
07Master Console
- What it does
- Searchable audit trail by Employee ID or Position ID.
08Division-based access
- What it does
- Each role sees only its own division’s data.
From request to SuccessFactors in six steps
- RaiseA Field Coordinator submits a change, singly or by bulk upload.
- ValidateThe portal checks codes and HQ, Pool and State data.
- ClassifyThe change is assigned its transaction type automatically.
- ApproveIt moves up the defined approval ladder, with reasons for any rejection.
- SyncApproved changes go to SuccessFactors now or in the nightly batch.
- TraceEvery step is logged in the Master Console.
What the portal is built to change
The portal is in delivery. These are the outcomes it is designed to deliver.
| Before | After |
|---|---|
| No structured approval flow or system of record | One controlled system of record for field master data |
| Wrong codes and mismatched HQ, Pool and State data | Fewer data errors through validation at the point of entry |
| No record of who approved what, and when | Full visibility of who changed what, when and why |
| Changes keyed into SuccessFactors from email and Excel | Direct, reliable updates to SuccessFactors |
Why Mendix fits HR workflows
- Workflow-first: approval ladders and rules are modelled, not hard-coded.
- Integration-ready: connects cleanly with SuccessFactors and other HR systems.
- Easy to extend: new transaction types can be added as HR policy evolves.
Built for companies with large field forces
Pharma, FMCG and other companies with large field sales forces that manage frequent HR master data changes in SAP SuccessFactors.
Frequently asked questions
What does the portal replace?
Email and Excel-based requests for field employee master data changes.
Which changes does it handle?
Seven types, from position code changes and HQ updates to resignations and salary revisions.
How does it connect to SuccessFactors?
Approved changes sync automatically, either immediately or in the nightly batch.
Can teams upload changes in bulk?
Yes. Excel templates with built-in validation support bulk uploads.
How are changes audited?
The Master Console records every change by Employee ID and Position ID.
About MXTechies
MXTechies is a Mendix Certified Partner and Siemens Certified Partner with delivery teams in India, the USA and the UAE. We build enterprise apps on Mendix, the low-code platform from Siemens, for manufacturing, banking, real estate and retail. See more of our case studies.
Ready to retire master data spreadsheets? Let’s build it.
Email and Excel requests out. One auditable request-to-SuccessFactors flow in.