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

Retaining Data and Managing Email Notifications After a Restart

Objective

After completing this lesson, you will be able to retain data captured and manage notifications after a restart is triggered.

Retain Onboarding Captured Data After a Restart

When a manual restart is triggered for an onboarding process, you can configure the data already captured in the onboarding process to either be retained or updated from SAP SuccessFactors Recruiting. This provides flexibility for how new hire information is updated in the process.

To enable the feature to retain data already captured in the onboarding process after a manual restart, in Onboarding General Settings→Restart Settings, enable the Retain Onboarding Information feature.

Enable the Retain Onboarding Information feature to retain data already captured in the onboarding process after a manual restart.

Note

  • This restart feature is supported only for new hires and rehires.
  • The onboarding steps need to be completed again after manual and auto-restart. For example, if the Personal Data Collection step has already been completed, the new hire will need to review and complete it again after the restart.

Notifications for Onboarding Restart Feature

Whenever the Onboarding process is restarted, you must enable pre-configured notifications to inform the relevant onboarding participants. You can also modify or personalize the notifications as needed. The following preconfigured email templates for the restart process are available:

  • (ONB) New Team Member Onboarding Restarted Template
  • (ONB) New Team Member Onboarding Restarted - Hiring Manager Template
  • (ONB) Onboarding Cancelled due to Restart - Hiring Manager Template
  • (ONB) Onboarding Restarted For NH Template
  • (ONB) Responsible Group Onboarding Restarted Template
  • (ONB) Hiring Manager Onboarding Restarted Template

Apart from the restart-specific email templates, the welcome email – (ONB) External User Welcome Message Template – is also resent.

Note

If the onboarding process is restarted before the Review New Hire Data step is completed, the welcome email will only be sent to the new hire after the Review New Hire Data step is completed. This is the default behavior of the system whether or not the process is restarted.

Summary

  • When a manual restart is triggered for an onboarding process, you can configure the data already captured in the onboarding process to either be retained or updated from SAP SuccessFactors Recruiting.
  • Enable Retain Onboarding Information in Restart Settings to keep captured data after a manual restart.
Learning
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