Activating SAP SuccessFactors Onboarding

This video discusses the key features in SAP SuccessFactors HCM Suite that are necessary for Onboarding to function properly and demonstrates how you can enable these features in Company Settings. You will also learn about additional configurations in Admin Center to complete the setup.

There are various features and configurations required for Onboarding in SAP SuccessFactors HCM Suite. Go to Provisioning→Company Settings and complete the following steps: 

1. Enable the Business Process Engine and BPE in UI. Role-based permissions are necessary to access the tools in Admin Center.

2. Enable Employee Central V2, even if the customer does not have an Employee Central license. The same elements and fields of employee profiles in Employee Central are used to build new hire, internal hire, and offboardee profiles. Enabling Employee Central V2 also enables multiple features that are necessary for the core function of Employee Central and onboarding.  

Once all key features have been enabled and set up, SAP SuccessFactors Onboarding can be enabled in Provisioning. As part of Onboarding enablement, some configuration settings come predefined. These default settings are important aspects for the implementation of the product.

1. Log in to Provisioning.

2. Under List of Companies, select your company.

3. Choose Company Settings.

4. Select Onboarding (including Internal Hire Process).

   Once you have completed these steps, Onboarding is enabled in your system. The following rules are added to the system by default: 

   Predefined Business Rules

   Rule Name	Description
   ONB2_CustomDataCollectionCheck	This business rule controls whether or not the Additional Data Collection Step is included in the onboarding process.
   ONB2_DataCollectionConfigSelect	This business rule controls which Custom MDF Objects show during the Additional Data Collection Step.
   ONB2_ECDataCollectionCheck	This business rule controls whether or not the Personal Data Collection Step is included in the onboarding process.
   ONB2_PreDay1AccessCheck	This business rule controls when pre-day 1 access is given to a new hire.
   ONB2_HMReviewCheck	This business rule controls whether or not the Review New Hire Data Step is included in the onboarding process.
   ONB2_InternalHire_Configuration	This business rule controls when internal hire process is initiated/triggered. This essentially identifies a candidate to be an internal hire and not a new hire.
   ONB2_ProcessClosurePeriodConfig	This business rule is used to identify the number of days from the Start Date until the onboarding/offboarding process is closed and archived.

   The rules are associated with corresponding rule scenarios, which are also added to the system by default. 

   Default Groups and Roles

   When Onboarding is enabled, the following permission roles are added to the system by default: 

   • OnboardingBpeAdmin: You can assign this role to a new group or an existing BPE Service User group. This role has permissions for updating Onboarding process flows in the Business Process Engine. 
   • OnboardingExternalUser: You can assign this role to new hires. 

   When Onboarding is enabled, the following groups are added to the system by default: 

   • OnboardingBPEServiceUser (RBP Group)

   • SAP_ONB2_ErrorFlowAdmins (Onboarding Dynamic Group)

   • SAP_ONB2_RehireCoordinator (Onboarding Dynamic Group)

   Note

   The Onboarding Business Rules and Role-Based Permission (RBP) groups and roles that are automatically created once Onboarding is enabled may take 1 to 6 hours to reflect on the system. If the items still don’t reflect on the system after that time, you may need to disable and re-enable Onboarding in Provisioning to reset the product.