관리 과정 소개
SAP SuccessFactors Onboarding 소개
SAP SuccessFactors Onboarding에서 역할 기반 권한 지정
신규 채용자 온보딩 프로세스 시작
SAP SuccessFactors Onboarding 데이터 모델 정의
SAP SuccessFactors Onboarding 프로그램 생성
규제 준수 문서 활성화 및 사용
추가 데이터 수집을 위한 사용자 정의 MDF 오브젝트 생성
문서 템플릿 생성 및 전자 서명 도구 사용
전자메일 서비스 사용
재채용 프로세스 관리
온보딩 프로세스 취소 및 노쇼 이벤트 트리거
프로세스 변형 관리자를 사용하여 온보딩 프로세스 사용자 정의
내부 채용 프로세스 사용
온보딩을 위한 SAP SuccessFactors 홈 페이지 관리
온보딩 프로세스 재시작
직원 오프보딩 및 퇴사
SAP SuccessFactors Onboarding 통합 이해
SAP SuccessFactors Onboarding 보고서 생성
다음 단계 계획

Assigning Permissions to add New Hires to SAP SuccessFactors Onboarding

Objective

After completing this lesson, you will be able to assign permissions to grant access to add a new hire directly into SAP SuccessFactors Onboarding.

Permission to Add a New Hire to Onboarding

While many organizations automate the start of onboarding through an integration with SAP SuccessFactors Recruiting or an external Applicant Tracking System (ATS), there are scenarios where a user must manually enter a new hire's information. For example, if your organization hires a high-level executive or a seasonal contractor whose details were not processed through the standard recruiting pipeline, an administrator or recruiter needs the authorization to trigger the process manually.

Before you can manually add a new hire to Onboarding, the permission for the tool needs to be granted through role-based permissions. The ability to manually add a new hire to Onboarding is typically granted to someone from Human Resources, such as the recruiter and, sometimes, the Onboarding administrator.

Assign Permission to Add New Hire to Onboarding

Business Example

The recruiters and the administrator need access to add a new hire directly into Onboarding and initiate the onboarding process. You need to assign them the permission to perform this task.

In this exercise, you will learn how to assign permission to manually add new hires to Onboarding.  

Steps

  1. Navigate to Manage Permission Roles using Action Search.

  2. Select Edit action on your Recruiters role.

  3. Choose Next to navigate to the Add Permission step.

  4. Add the permission Initiate Onboarding API Permission in the Manage Onboarding and Offboarding category.

  5. Select Next and Save to update the role.

  6. Return to Manage Permission Roles.

  7. Repeat steps 2 through 5 on the Onboarding Admin role to allow them to add a new hire to onboarding.  

Summary

  • In certain situations, you may need to manually add a new hire to SAP SuccessFactors Onboarding. You can do this in Add New Hire to Onboarding in SAP SuccessFactors Onboarding.
  • First, though, you must grant the role-based Initiate Onboarding API permission to recruiters and onboarding administrators by navigating to Manage Permission Roles.