Creating Onboarding Programs

Onboarding programs are simply a collection of onboarding tasks. You can use onboarding programs to carry out the following actions: 

• Set up specific and relevant tasks for the organization. 
• Determine responsible groups for the tasks based on criteria such as location, department, or job type. 

These onboarding programs are triggered in the Create New Hire Tasks step of the onboarding process.  

You can define a different set of tasks for each new hire by creating an onboarding program and setting a business rule. 

Once an onboarding process for a new hire is initiated, the system follows the business rules associated with onboarding programs to determine which program applies for that particular new hire.  

AI-Assisted Writing in Onboarding Programs

The AI-assisted writing tool is an interactive tool that uses generative AI capabilities to assist employees with their writing tasks. While writing content in the SAP SuccessFactors applications, employees can leverage the features of the AI-assisted writing tool to enhance multiple aspects of their writing, such as clarity, conciseness, and tone.

In Onboarding, employees can use the tool to improve the content for welcome messages, buddy messages, and goals for new hire Goal Plan. Additionally, it's also used to compose messages for the Nudge Assignee Quick Action on the home page and the Nudge button in new hire tasks on the New Hire Details page.

Key functionalities of the AI-assisted writing tool include:

• Advanced language processing for grammar, spelling, vocabulary, and phrasing improvements.
• Enhanced readability with consistent tone adjustment for different audiences.
• Options to condense messages or expand on ideas, including transforming paragraphs into bullet lists.
• Relevant action suggestions based on tasks within the SAP SuccessFactors applications.

One type of task you can set up in the onboarding program is ordering or furnishing of equipment. 

By creating equipment categories, you can group specific equipment together to make it easier for users to select different types of equipment that they might need to use for their job. For example, you may have an equipment category for computers with a list of multiple models and brands. 

To create equipment categories, navigate to Manage Onboarding and Offboarding Tasks→Task Settings→+ New Category.

Equipment categories are generally broad. For example, Laptop or Mobile. You can also select an icon that best describes the equipment or upload a new icon (max of 16x16 pixels in .jpg or .png format). 

Within each category, Items are used to specify the models and brands of the equipment. A hiring manager or a responsible group can choose from these different items when ordering or requesting equipment for a new hire. 

New hires at different offices or in different positions may need to prepare differently for their first day. For example, a data analyst might need to bring different items on their first day compared to a factory inspector. SAP SuccessFactors Onboarding allows companies to create different Day One lists to suit all needs and scenarios.  

Once you have the lists, you can define the onboarding programs and business rules to display the correct list for each new hire. Other onboarding participants, such as the manager, can add supplemental information to the list. For example, they might remind the new hire to wear comfortable shoes for the company campus tour. 

• Onboarding programs are simply a collection of onboarding tasks.
• Group onboarding tasks into programs; use business rules to select which program applies to each new hire.
• Configure tasks with responsible groups, equipment categories/items, and custom MDF tasks for organization-specific requirements.
• Use AI-assisted writing to improve welcome messages, nudges, and goal content for clarity, tone, and brevity.