Manually Adding New Hires to SAP SuccessFactors Onboarding

Objectives

After completing this lesson, you will be able to:
  • Assign permissions to grant access to add a new hire directly into SAP SuccessFactors Onboarding
  • Add a new hire to SAP SuccessFactors Onboarding to initiate the onboarding process

Assign Permission to Add New Hire to Onboarding

In certain situations, you may need to manually onboard a new hire. You can do this through Add New Hire to Onboarding in SAP SuccessFactors Onboarding. The following are examples of scenarios where this might be required:

  • Onboarding in companies that don't use a recruiting system

  • The hiring of a high-level executive that, to ensure confidentiality, doesn’t follow the usual recruiting process

  • Employees returning from a sabbatical

The same principle applies when you add a new employee in SAP SuccessFactors Employee Central or add a new user in SAP SuccessFactors HCM Suite without Employee Central. The main difference is you are initiating the onboarding process because you are adding the new hire directly to the system.

Before you can manually add a new hire to Onboarding, the permission for the tool needs to be granted through role-based permissions. The ability to manually add a new hire into Onboarding is commonly provided to someone from Human Resources, such as the recruiter and, sometimes, the Onboarding administrator as well.

In this exercise, you will learn how to assign permission to manually add new hires to Onboarding.  

Business Example

The recruiters and the administrator need access to add a new hire directly into Onboarding and initiate the onboarding process. You need to assign them the permission to perform this task.

Steps

  1. Search for Manage Permission Roles using Action Search.

  2. Select Manage Permission Roles from the search results. 

  3. Select your Recruiter role.

  4. To open the Permission settings page, choose Permission....

  5. Under Administrator Permissions, select the Manage Onboarding and Offboarding category.

  6. Select Initiate Onboarding API Permission.

  7. Select Done.

  8. Select Save Changes.

  9. To assign the permissions needed for your Onboarding Administrator role, repeat steps 4 through 8.  

How to Add a New Hire to Onboarding

The following video outlines how you can manually add a new hire to the system to initiate the onboarding process.

The steps below provide an outline of the tasks demonstrated in the Adding a New Hire to SAP SuccessFactors Onboarding video.

Steps

  1. Search for Add New Hire to Onboarding using Action Search.

  2. Select Add New Hire to Onboarding from the search results. 

  3. Complete the Basic Information required for the new hire. You have the option to add more information using the Provide Additional Data option. 

  4. Select Initiate Onboarding.

Result

The Onboarding process is initiated for the new hire that has been manually added to the system.

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