Managing the Home Page Cards for All Onboarding and Offboarding Participants

Objective

After completing this lesson, you will be able to identify different SAP SuccessFactors home page cards

New Hire Experience on the SAP SuccessFactors HCM Suite Home Page

The SAP SuccessFactors Home Page is an important feature for SAP SuccessFactors Onboarding. It is on this page that the following is performed:

  • New hires complete the onboarding process
  • Internal hires and offboardees track and complete important tasks and view important information about the process

The For You Today section on the home page is where all important tasks generated in SAP SuccessFactors Onboarding appear.

Different onboarding tasks for different onboarding participants (not just for new hires) are grouped together into cards.

Some special onboarding tasks have their own home page card, for example, the Welcome Aboard! card for the Welcome Message task.

For the complete list of tasks on home page cards, refer to the Onboarding on the Home Page section of implementation guide.

Note

All other onboarding tasks for a program will appear on the Your Onboarding Guide home

Home Page Cards

In SAP SuccessFactors Onboarding  you can use cards in the following ways:

  • Use cards to manage the content that new hires, internal hires, or offboardees see on the home page.
  • Use standard Onboarding cards or create custom cards.

An onboardee, an offboardee, and offboardee participants will all see different For You Today cards on the home page

 For You Today cards visibleExample
Onboardee
  • Your Onboarding Guide
  • Your Compliance Forms
  • Help Us Learn About You
  • Welcome Aboard!
Onboarding cards are displayed on For You Today page.
Onboarding Participants (for example, hiring managers and HR)
  • Data Review
  • Manager Activities
  • Compliance
Onboarding Participants (for example, hiring managers and HR) are displayed.
Offboardee
  • Your Offboarding Information
  • Complete E-Signature

Offboarding tasks.
Offboarding Participants (for example, direct managers)
  • Create Knowledge Transfer Plan
  • Complete knowledge transfer plan name
  • Return Assets
Offboarding cards on For You Today page.

Home Page for Hiring Managers, HR, and Other Onboarding Participants

In addition to viewing To Do items (choose the To Do icon located beside the Action Search bar), onboarding participants can access their assigned tasks in the For You Today section. There are three home page cards in the For You Today section that are for hiring managers, HR, and other process participants:

  • Data Review
  • Compliance
  • Manager Activities

The following table shows a list of home page cards and the onboarding tasks that could be presented within each card.

Home Page CardOnboarding Task Name
Data Review

Review New Hire

Data Review Offboarding

Data Complete Rehire Verification

Compliance

Complete I-9

Complete Form I-9 Signature

Manager Activities (onboarding processes)

Set Goals for New Hires

Recommend Links for New Hires

Write Welcome Message

Assign a Buddy

Schedule Onboarding Meetings

Recommend People for New Hires

Prepare for New Hire's Day 1

Update New Hire's Day 1 Locations

Request Equipment for New Hires

E-Sign Employee Documents

Manager Activities (offboarding processes)

Announce Termination to Coworkers

Write Farewell Message

Create Knowledge Transfer Plan

Complete Knowledge Transfer

List Assets to Return

Schedule Offboarding Meetings

Track Return of Assets

E-Sign Employee Documents

Log in to track your progress & complete quizzes