Organizations sometimes need to collect specific information to build employee profiles that is not included in the default HRIS fields in SAP SuccessFactors Onboarding. This is usually unique information required by the organization and that is saved on employee permanent records.
For example, a shoe company wants to collect employee shoe sizes because it offers shoes as a benefit for employees. Another company wants to record dietary requirements or restrictions because it provides free meals to employees.
With these kinds of requirements, you need to create custom HRIS fields to collect data that will be saved on the HRIS or employee permanent records.
In this exercise, you will create a custom field on an HRIS element that will be used to capture data during the Personal Data Collection step of the Onboarding process.
Business Example
The company has a gym facility in the office and offers their employees access as a company benefit but the company has to manage who will use it. Therefore, as part of the new hire onboarding process, it asks the new hires if they would like access.
Note
If the HRIS field does not exist in SAP SuccessFactors Employee Central, it cannot be used for Onboarding. Therefore, you must create a custom HRIS field. You will perform this task in this exercise.Exercise Resource
SAP SuccessFactors Onboarding Implementation Guide: Configuration of Data Model Onboarding | SAP Help Portal
Steps
In the instance, navigate to Admin Center → Company Settings → Manage Business Configuration.
Choose the personInfo HRIS element.
Add a new HRIS field by using the details in the following table.
HRIS Element Field Property Value Identifier custom-string1 Label Gym Access Enabled Yes Mandatory No Type of Reference Object Picklist Picklist yesno Visibility Edit Choose Save.
Hint
If you get a warning message that is similar to the one shown in the figure below, choose Yes to proceed. This confirms the automatic change for the maximum length attribute of the new string on the data model.
Hint
If you get an error message that is similar to the one in the figure shown below, this can mean that Document Management Service is enabled in Provisioning but the storage provider is not identified in Admin Center. Go to Admin Center → Company Settings → Configure Document Management and identify SAP SuccessFactors as your document storage provider.
Expand the personInfo HRIS element and choose personInfo_onboardee. You have created this person type in a previous exercise.
Add the newly created HRIS Field (custom-string1 on the parent HRIS Element) to your onboardee personInfo element using the data in the table below:
HRIS Element Field Property Value Identifier custom-string1 Enabled Yes Mandatory No Visibility Edit Choose Save.
Result
You have successfully created a custom HRIS field for data collection in SAP SuccessFactors Onboarding.