Canceling Onboarding Processes

Objective

After completing this lesson, you will be able to cancel an onboarding process.

Cancel Onboarding Process

If an external candidate signs the contract but then decides to not work for the company, you can cancel the onboarding process for that candidate from the Onboarding Dashboard. If an existing employee is terminated before the onboarding process is complete, any open onboarding processes and tasks are canceled.

When Onboarding for a new hire is canceled from the Onboarding Dashboard > Candidate Details page, a No-Show is triggered in Employee Central.

To be able to cancel an onboarding process via the Onboarding Dashboard, you need the following configuration:

  • Provide permissions for the following in Role-based Permissions:
    • View and edit permissions for Cancel Onboarding Permission under Manage Onboarding or Offboarding. This permission allows you to cancel the onboarding process.
    • View permission for the appropriate event reason for no-shows under Employee Data. This permission allows you to provide the event reason associated with the No-Show event.
    • View permission for Event Reason under Manage Foundation Object Types.
  • Configure the no-show event to cancel the onboarding process if the new hire is not being onboarded.
  • Remove the candidate's National ID from the New Hire Data page to prevent errors related to duplicate National IDs when rehiring the same candidate in the future.

Cancel the Onboarding Process

There are several situations in which you might need to cancel an onboarding process. In this video, you’ll learn about the different ways to cancel a process in SAP SuccessFactors Onboarding.

The steps below provide an outline of the tasks demonstrated in the Canceling the Onboarding Process video.

Steps

  1. To manually cancel the onboarding process, first go to the new hire’s profile in the Onboarding Dashboard.

  2. From the Actions Menu, choose Cancel Onboarding.

  3. Select the checkbox acknowledging that All Onboarding tasks will be canceled from the system .

  4. Choose the No-Show event reason.

  5. If relevant, add comments.

  6. Choose Confirm.

    The next steps below are for automatically canceling an onboarding process. This requires you to modify a predefined business rule by changing the number of days:

  7. Navigate to the Business Rule Admin screen.

  8. Choose the ONB2_ProcessClosurePeriodConfig business rule.

  9. Choose Take Action and select Make Correction.

  10. For the Then expression, change the number from 90 to the desired number of days.

  11. To update the business rule, choose Save.

    To enable a user to cancel an onboarding process from the Onboarding Dashboard, assign the Cancel Onboarding Permission and Process object permissions in Role-Based Permissions.

Result

An onboarding process has been canceled.

Summary

  • Manually cancel a new hire’s onboarding process from the Onboarding Dashboard.
  • Configure a business rule to automatically cancel inactive onboarding processes.
  • Assign permissions to users so they can perform the manual cancellation task.

Learning

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