Objectives
You’ve learned how to manually restart the onboarding and offboarding process. But you can also define business rules to automatically trigger a restart. To do this, you can configure a trigger event whenever the value changes for either of the following variables:
An organization’s HR director explains that there are many situations for which a new hire’s start date needs to be modified. When this happens, a few of the onboarding tasks need to be restarted, mainly for security and data privacy purposes. The organization assigns some onboarding tasks the day before a new hire’s start date. Therefore, for these onboarding tasks to be reassigned, you need to configure an automatic restart of the onboarding process when the start date of a new hire is changed.
In this exercise, you create and define a business rule that will automatically restart the onboarding process of a new hire when the start date is changed.
In the instance, navigate to Configure Object Definitions using the Action Search bar.
From the Search dropdown, select Object Definition.
From the object definitions or next dropdown, select Process.
To modify the Process (ONB2Process) object, select Take Action and Make Correction.
Under the Post Save Rules of the Process (ONB2Process) object, select +(Add Rule). The Configure Business Rules displays. Under the Metadata Framework category, the Rules for MDF Based Objects scenario is preselected.
Enter a Rule Name and ID. You can also modify the default Start Date.
Choose Process for the Base Object.
Choose Validate for the Purpose.
Choose Continue.
Define the following If expressions using the OR condition:
Define the Then expression with Execute→ Trigger Event for Restarting Onboarding Process().
In the ONB2Process: Value dropdown box, select Process.
In the OriginalValues: Value dropdown box, select Original Record.
Choose Save.
Return to the Process (ONB2Process) object definition page and select the dropdown under the Post Save Rules.
Choose the new business rule you just created and then choose Save.
The integration of SAP SuccessFactors Recruiting with Onboarding allows you to seamlessly transfer processes and data. However, because of this integration, an onboarding process can be restarted automatically when specific new hire data is changed in Recruiting. For example, if you change the hiring manager information, this can trigger an automatic restart.
To enable the automatic restart feature, in Onboarding General Settings → Restart Settings, enable the Allow Recruiting Updates feature.
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