Objectives
Email Services in SAP SuccessFactors Onboarding simplifies the onboarding experience with consistent communication tools.
Email Services in Onboarding enables you to perform the following actions:
The Email Services tool is universally enabled in the SAP SuccessFactors HCM Suite. While it can be accessed by all customers, it is currently only used for SAP SuccessFactors Onboarding. To access the tool, assign a consultant and administrator all permissions, or all object permissions under the following permission categories:
To access Email Services, search for it using the Action Search bar. You can also navigate to it through Admin Center → Tools → See All → Company Settings → Email Services.
Assign a consultant and administrator all permissions, or all object permissions under the following permission categories:
To access Email Services, navigate to Tools → See All → Company Settings → Email Services.
You have accessed Email Services.
SAP SuccessFactors Onboarding comes with a set of preconfigured email templates. These email templates are designed to work seamlessly throughout the onboarding process. You can choose to use these templates as they are or customize them to meet the organization’s needs.
When you access the Email Services configuration page for the first time after setup, there will be no email templates listed on the Active Email Templates tab. You need to go to the Manage Email Template section to reuse preconfigured email templates or create custom email templates.
For a full list of available email templates and what they are for, refer to the Preconfigured Email Templates in Onboarding in the SAP Help Portal.
The organization wants to enable all available email templates in SAP SuccessFactors Onboarding.
In this exercise, you will add all available preconfigured email templates in Onboarding.
In the instance, navigate to Email Services using the Action Search bar.
On the Email Services page, choose Manage Template.
In the Manage Email template section, choose New Template (the plus icon).
Choose Reuse Templates.
To display more email templates, choose More. Keep choosing More until you see all available preconfigured email templates. Currently, there are more than ninety preconfigured email templates.
Once you see all the available preconfigured email templates, to select all templates, select the checkbox beside Template Title in the column header.
Choose Add to Active List.
All preconfigured email templates for Onboarding are now activated.
To allow email recipients to unsubscribe from email notifications, you need to configure the company setting.
Email Services for SAP SuccessFactors Onboarding provides email recipients the option to unsubscribe from email notifications any time through the link in the email footer.
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