Onboarding a New Hire

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Onboard new employees using the Onboarding dashboard

Overview of SAP SuccessFactors Onboarding

Begin this video to get started on SAP SuccessFactors Onboarding.

The Onboarding Dashboard presents a consolidated view of all the new hires joining your team, their details, onboarding process tasks, and the corresponding statuses.

Onboarding Process for New Hires

Onboarding Process for New Hires (Externals)

The Onboarding process starts with initiating onboarding and ends with the new recruits being converted into an employee (internal user). Onboarding could either be initiated manually or initiated through recruiting.

Let’s first explore how Onboarding could be initiated manually. Select "Begin" to get started

New Hire (External) Onboarding Initiated from SAP SuccessFactors Recruiting

Onboarding can also be initiated from SAP SuccessFactors Recruiting or an external Applicant Tracking System (ATS). The procedure for how the Onboarding process is initiated on an external ATS is similar.

The High-level Onboarding Steps

Once initiated, the Onboarding process consists of several steps. 

Onboarding for Internal Hires

Hiring internally offers career growth opportunities to existing employees with the relevant skills and talents, or potential. It also explores ways in which these known employees can positively impact your organization. When an internal employee undertakes a new role, they will need to go through the onboarding process because of changes to their job, compensation plan, or their management structure.    

The Onboarding process for internal hires can be initiated from the following sources:

  • SAP SuccessFactors Employee Central
  • SAP SuccessFactors Recruiting (or an external ATS)

SuccessFactors Employee Central

With SAP SuccessFactors Employee Central, onboarding for internal hires is initiated when job transfer events are triggered. These job transfer events occur because of job information changes from employee profiles. A job information change can be done in Employee Central to trigger an event, which then triggers the onboarding process for an internal hire. The process can be triggered:

  • From the Employment Information section of the Employee's Profile
  • From the Actions menu of the Employee's Profile by selecting Change Job and Compensation Info.

This example will teach you how to trigger a transfer event from the Actions menu of the employee’s profile. From the employee profile page, follow these steps to initiate a job information change in Employee Central.

Initiate Job Transfer Change

SAP SuccessFactors Recruiting

With SAP SuccessFactors Recruiting, a field or a piece of data is used to identify an internal hire that will be used to subsequently initiate the onboarding process for an internal hire rather than a new hire. In the internal hire’s employment record, they are transferred automatically to their new manager’s reporting structure on the start date of their new position.

The process for initiating Onboarding of internal hires looks the same as for initiating onboarding of new hires (external); however, you must identify the type of candidate as internal.

You can see the steps required when you are in the internal candidate screen in Job Requisitions.

  1. Ensure that the candidate is identified as internal.
  2. Select Take Action to initiate onboarding.
  3. Select Initiate Onboarding to trigger the internal hire process.

Save progress to your learning plan by logging in or creating an account