Onboarding New Hires with SAP SuccessFactors Onboarding

Objectives

After completing this lesson, you will be able to:

  • Outline the onboarding process for new employees

Current Process Step

Please have a look at the Scope Item Overview that Me Yong has prepared for you.

Select the business process steps, to see the selected scope items:

Introducing SAP SuccessFactors Onboarding

In this lesson, we provide an overview of the key features of the SAP SuccessFactors Onboarding solution as well as explain how the Bike Company will benefit from using it to manage the onboarding process for new employees.

SAP SuccessFactors Onboarding provides the tools for engaging with external and internal hires to quickly become productive members of the organization in their new job. It also supports the offboarding process of exiting employees by providing a seamless experience up to their last working day. When a new recruit is onboarded, the process involves collecting important information for employment that can also include important documents, such as tax forms, benefit enrollments, policy forms, or employment contracts.

Onboarding Process for New Hires

The onboarding process starts with initiating onboarding and ends with the new recruit getting converted into an employee (internal user). Onboarding could either be initiated manually or initiated through an Applicant Tracking System (ATS), such as SAP SuccessFactors Recruiting.

As Me Yong is currently busy with a job interview, he prepared some information for you, to go through.

Please start with the interaction below, to learn more about the Onboarding Process for New Hires.

Initiate Onboarding Manually

The onboarding process starts with initiating onboarding and ends with the new recruits getting converted into an employee (internal user).

Onboarding could either be initiated manually or initiated through an Applicant Tracking System (ATS), such as SAP SuccessFactors Recruiting.

Please start with the interaction below, to learn more about manual onboarding process.

How to Initiate Onboarding from SAP SuccessFactors Recruiting

To see how the recruiter initiates the onboarding process for Viktor, run this simulation.

High Level Onboarding Steps

Once the onboarding process for Viktor is initiated, the hiring manager and Viktor are assigned different onboarding tasks that need to be completed in a timely manner. In addition to the hiring manager and Viktor, other departments or teams can also be involved in the onboarding process to make sure that Viktor has everything he needs before his first day at work.

In this section, we get an overview of the steps in the onboarding process and see how a new hire completes the required data collection and signs the required documents. We also see how a hiring manager or HR representative completes the creation of the employee profile of the new hire in the Human Resource Information System (HRIS). In this example, the HRIS is SAP SuccessFactors Employee Central.

How to Complete Data Collection Steps

How to Sign Required Documents

How to Create an Employee Profile

Offboarding Process for Retirement

SAP SuccessFactors Offboarding allows you to set up a seamless exit process for employees leaving the company.

Termination can be for one of the following reasons:

  • Voluntary (resignation)
  • Involuntary (layoff or dismissal)
  • Retirement

Offboarding gathers all termination-related information and triggers time-sensitive activities. You can implement Offboarding together with Onboarding, or as a stand-alone solution within SAP SuccessFactors HXM Suite.

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