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

Integrating SAP SuccessFactors Onboarding and SAP SuccessFactors Work Zone

Objective

After completing this lesson, you will be able to describe the integration of SAP SuccessFactors Onboarding and SAP SuccessFactors Work Zone.

Onboarding Guided Experience for New Hires

The new hire's experience can be further simplified using SAP SuccessFactors Work Zone. This is called the Onboarding Guided Experience.

The Onboarding Guided Experience is broken down into the following phases and is configurable:

  • Phase 1: Before Your First Day
  • Phase 2: Your First Day
  • Phase 3: Your First Three Months
Complete the first step Fill Out Paperwork on the Before Your First Day page, and then select the Submit and Next button.

Guided Experiences are built from different versions of templates provided by SuccessFactors. You can see the differences in the supported versions here: Onboarding and Crossboarding | SAP Help Portal.

The Onboarding Guided Experience provides the new hires a seamless experience with Learning, Goals, Mentoring, Qualtrics, and Vaccination features. In addition, the administrator has a simple interface to configure the most commonly used settings for phases and steps, due dates, and notifications.

There are also SAP SuccessFactors HCM Suite and SAP SuccessFactors Onboarding home page cards that administrators can add to Work Zone workspaces to enhance the new hire experience. These home page cards include:

  • Compliance Forms
  • Help Us to Know You Better
  • Your Onboarding Guide

Alumni Experience in SAP SuccessFactors Work Zone

The alumni experience in SAP SuccessFactors Work Zone enables former employees to access personal information and complete relevant tasks in an alumni workspace in an alumni workspace.

Alumni users with post-employment access can view certain personal information and perform offboarding tasks using our UI integration cards and Home Page quick actions. There are limited cards and quick actions available but look for more to be added in future releases.

Configuration Requirements for SAP SuccessFactors Work Zone

SAP SuccessFactors Work Zone provides access to content from modules in the SAP SuccessFactors HCM Suite. The content is provided as a content package and can be installed or updated from the Administration Console in Work Zone.

To configure the Onboarding Guided Experience, you need to carry out the following actions:

  • Get the license for Work Zone.
  • Complete the conversion of SAP SuccessFactors Work Zone from SAP SuccessFactors HCM Suite to SAP Cloud Identity Services.
  • Configure SAP SuccessFactors Work Zone.
  • Get the license for SAP SuccessFactors Onboarding.

Depending on the requirements of an organization for the Onboarding Guided Experience, additional licenses may be required for the following solutions:

  • SAP SuccessFactors Learning
  • SAP SuccessFactors Performance and Goals
  • SAP SuccessFactors Career Development Planning and Mentoring

For more guidance on configuring Work Zone for Onboarding, refer to the Work Zone implementation guide on the SAP Help Portal: Onboarding Guided Experience.

Summary

  • Improve the new hire journey with the Onboarding Guided Experience. This feature uses Work Zone to provide a seamless, simplified, and configurable process for employees.
  • Enable the guided experience through proper configuration. Get the required licenses for Work Zone and Onboarding, and then complete the necessary system setup steps.