Introducing the Administration Course

Introducing SAP SuccessFactors Onboarding

Assigning Role-Based Permissions in SAP SuccessFactors Onboarding

Initiating the New Hire Onboarding Process

Defining the SAP SuccessFactors Onboarding Data Model

Creating SAP SuccessFactors Onboarding Programs

Activating and Using Compliance Forms

Creating Custom MDF Objects for Additional Data Collection

Creating Document Templates and Using e-Signature Tools

Using Email Services

Managing the Rehire Process

Canceling Onboarding Processes and Triggering No-Show Events

Customizing the Onboarding Process Using Process Variant Manager

Using the Internal Hire Process

Managing SAP SuccessFactors Home Page for Onboarding

Restarting Onboarding Processes

Offboarding and Terminating Employees

Describing SAP SuccessFactors Onboarding Integrations

Creating SAP SuccessFactors Onboarding Reports

Planning Next Steps

Adding and Scheduling Central Orientation Meetings

Objective

After completing this lesson, you will be able to add and schedule central orientation meetings.

Central Orientation Meetings

The screenshot shows an example of a central orientation meeting

Onboarding allows an HR department to set up a standardized set of meetings that each new hire must attend. In many organizations, these are referred to as New Hire Orientation meetings. Unlike tasks in an onboarding program, central orientation meetings are configured separately using Maintain Onboarding Central Orientation Meetings in Admin Center. Setting up a central orientation meeting involves two steps:

Create the meeting — Define the meeting subject, start and end date and time, and the meeting location or virtual meeting URL.
Define a business rule — Use the Assign Central Orientation Meetings scenario to control which new hires are assigned to the meeting, based on criteria such as company, location, or job classification.

Meeting details are displayed on the new hire's Onboarding Guide page up until their start date. After the start date, managers and administrators can still view historical meeting records from the same tool.

Create a Central Orientation Meeting

Business Example

The organization would like to create a meeting for all new hires in the San Mateo (US_SFO) office location to meet with team members in the cafeteria. The meeting is only relevant for new hires in this location. In this exercise, you will set up a business rule to carry out this action.

Create a Central Orientation Meeting - Part 1

ExerciseStart Exercise

Create a Central Orientation Meeting - Part 2

ExerciseStart Exercise

Steps

Navigate to Maintain Onboarding Central Orientation Meetings using Action Search.
Choose + Add Central Orientation Meeting.
Enter the information as provided in the figure.
Select a future Start date and time.
Select a future End date and time.
Identify a Meeting Address for the venue of the meeting.
Choose Submit.
(If necessary) Navigate back to the Central Orientation Meetings screen.
Choose Define Business Rules.
Choose + Add New Rule.
Notice how the system automatically selects Onboarding→Assign Central Orientation Meetings as the scenario.
Fill in the information as provided in the figure.
For the If condition, select Process.User.Job Information.Location → is equal to → San Mateo (US_SFO).
For the Then condition, select Central Orientation Meeting 1 → is to be equal to → Introduce New Hire (MEET).
Choose Save.

Summary

Create a Central Orientation Meeting in Manage Onboarding Central Orientation Meetings.
Display meeting details on new hires' onboarding guide until the start date; managers can view historical meeting records.
Assign meetings with a business rule.

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