In this course, you will learn about the various steps in the onboarding and offboarding processes. You will also learn how to define, setup, manage, and customize these processes for all employees involved, including HR personnel, hiring managers, new hires, internal hires, and offboardees.
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Video Summary
The SAP SuccessFactors Onboarding solution is designed to provide a comprehensive and streamlined onboarding experience for customers. It offers simplified processes, administration, and experiences. Onboarding is built on an existing successful technology and aims to provide customers with a robust onboarding solution for the future. It streamlines configuration and administration, offers a consistent and engaging user experience, improves flexibility and extensibility, and reduces duplicate functionalities.
Major Benefits and Features of SAP SuccessFactors Onboarding
- SAP SuccessFactors Onboarding is now fully integrated with SAP SuccessFactors Employee Central and is built on the SAP SuccessFactors platform. It now eliminates the need to map the new hire data to SAP SuccessFactors Employee Central.
- Onboarding now aligns more effectively with the other applications that are part of the SAP SuccessFactors solution, making it easier for the new hires to get started with their goal settings.
- The user interface of Onboarding is now based on SAP Fiori user experience.
- The hiring manager tasks are replaced with a comprehensive onboarding tasks dashboard. This allows new hire progress to be tracked at a glance. Assignment of tasks in onboarding are handled through role-based permissions. In the dashboard, managers can monitor the status of processes and tasks. They have the ability to complete tasks on multiple new hires, sort the task list, and apply various filters, including saved filter variants. Additionally, managers can access details about new hires and view contact information for both new hires and managers.
- In Onboarding, employees can use AI tools to improve the content for welcome messages, farewell 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.
- Onboarding has more control and visibility to configure and administer processes, workflows, and custom forms.
- Features such as Personal/Custom Data Collection, New Hire Data Review, New Hire Tasks, Onboarding Dashboard, and e-Signature (both SAP Signature Management by DocuSign and SuccessFactors eSignature) are available to the new hires on a mobile device.
- New hires can now log in using the same user credentials for both the SAP SuccessFactors platform and Onboarding. A streamlined version of the home page is available and is security and permissions driven.
- Onboarding has a new notification framework built on Metadata Framework. In addition to this, business rules have replaced advanced conditions.
- Onboarding has a single process flow that uses rules to cover most of the onboarding scenarios. These can be turned on/off to activate some of the new hire tasks.
Note
- Effective September 14, 2020 all consultants implementing SAP SuccessFactors Onboarding will also need to hold a current SAP SuccessFactors Employee Central certification (C_THR81). Additional information can be found at: https://partnercommunity.successfactors.com/t5/Certification-Blog/New-Certification-Pre-req-for-Onboarding-2-0-Provisioning-Access/ba-p/55517
- If you are looking for training for the legacy SAP SuccessFactors Onboarding module, Onboarding 1.0, please access course code THR91 found in the SAP Learning Hub. The SAP Academy course that you are viewing now is THR97 and specifically covers SAP SuccessFactors Onboarding.
Joule Onboarding Use Cases
Using advanced generative AI, Joule seeks to understand your requests, access relevant information, and accomplish your tasks in a conversational manner.
Within Onboarding, Joule supplies the following use cases:
- Complete onboarding tasks: Allows HR managers to complete their assigned onboarding tasks.
- Assign buddy: Allows HR managers to assign a buddy for new hires.
- Assist new hires: Directs new hires to check their Onboarding Checklist and the Onboarding Guide pages.
Joule in the SAP SuccessFactors Mobile apps provides a more intuitive way to manage daily tasks. It helps employees resolve issues independently and reduces time spent searching for information, while enabling managers to make data-driven decisions to enhance team performance and growth.
Within the SAP SuccessFactors Mobile app, you can
- Complete onboarding tasks: Allows HR managers to complete their assigned onboarding tasks
- Assign buddy: Allows HR managers to assign a buddy for new hires