Setting permissions for each type of Offboarding task allows administrators to specify who is responsible for each task within the Offboarding process. This level of control helps ensure tasks are completed by appropriate roles and personnel.

SAP SuccessFactors Onboarding supports several features designed to streamline and automate the onboarding process. These features include document generation, which allows creating and managing onboarding documents; e-signature capabilities to facilitate digital signing of onboarding documents; and the ability to reassign employees globally. The module also integrates with external HRIS systems, ensuring data flows seamlessly into internal processes, and collects critical personal information from new hires.

SAP recommends using OData and SOAP APIs for clean core integrations, as these API types support efficient data exchange while minimizing dependencies and customization within the core SAP environment.

The SAP_ONB2_RehireCoordinator and OnboardingBPEServiceUser roles are default roles in SAP SuccessFactors Onboarding. These roles enable coordination and service functions, particularly in rehire and process management contexts, to support onboarding processes effectively.

New hire onboarding records can be created by using the "Add New Hire to Onboarding" option, integrating with SAP SuccessFactors Recruiting Management, or integrating with an external applicant tracking system. These methods ensure onboarding data is accurately captured for new hires.

To configure an onboarding process without the Review New Hire Data step, a new process variant can be created using Process Variant Manager, omitting this specific step. This allows for streamlined onboarding processes that do not require data review, depending on the organization’s requirements.

To integrate an external HRIS with SAP SuccessFactors Onboarding, it is necessary to import employee data using Integration Center or OData APIs, configure the Onboarding data model, and create an export of new hire data. These configurations facilitate the seamless exchange of employee information across systems.

The standard Offboarding process in SAP SuccessFactors includes "Employee Review," "Document Flow," and "Manager Review" steps. These steps help ensure that the necessary reviews and documentations are completed as part of a structured offboarding process.

SAP’s guiding principles for clean core operations include defining roles and responsibilities, establishing release management, and creating a structured methodology for clean core transformations. These steps help maintain system efficiency, reduce technical debt, and ensure sustainable operations.

The "Manage Onboarding or Offboarding" permission grants users access to the relevant tools and modules within Admin Center, enabling them to administer and monitor onboarding or offboarding processes directly within SAP SuccessFactors.

Assigning the Review New Hire Data step to a hiring manager can be done by configuring role-based permissions to allow access and setting the "SAP_ONB2_HMReviewCheck" rule to True. These configurations ensure that hiring managers have the correct access to perform data reviews for new hires.

Configuring the integration between Onboarding and Recruiting Management requires defining the onboarding-specific applicant status, granting necessary permissions to initiate onboarding, and updating permissions in the job requisition XML files. These steps ensure alignment and access control across the onboarding workflow.

To provide Onboarding access to the future manager of an internal hire, permissions can be set up through Role-Based Permission (RBP) configurations. Creating an RBP role with the necessary permissions and assigning it to the "Future Manager (Internal Hire)" group is one option. Additionally, modifying the jobRelType picklist by adding a specific code (e.g., "managers (internal hire)") allows managers to be designated correctly for internal hires in the onboarding process.

When integrated with an external HRIS, SAP SuccessFactors Onboarding supports functionalities such as onboarding new hires and enabling process restarts. These features help ensure a seamless onboarding process with external HRIS systems.

In SAP SuccessFactors Onboarding, when a process restart is triggered manually, it allows data retention from the onboarding process, helping maintain consistency and ensuring the data previously entered is not lost unless explicitly reset.

SAP SuccessFactors Offboarding includes several preconfigured e-mail templates, such as "Offboarding Exit Interview Scheduling," "Offboarding Cancelled," and "Announce Termination Message." These templates streamline communication with employees during the offboarding process.

Tasks such as "Personal Data Collection" and "Additional Data Collection" can be completed by onboarding participants on behalf of the new hire, allowing HR or designated users to enter necessary information directly into the system, ensuring data is accurately captured even if the new hire is unavailable.

Auto-archiving Offboarding tasks can be set up by creating a business rule to identify tasks that need archiving and by scheduling a batch job in Provisioning to archive those tasks systematically. This configuration supports compliance and efficient data management in Offboarding.

When initiating the internal hire process with an external applicant tracking system, "Employee ID" and "Name" are required to identify the employee, ensuring accurate matching and continuity of the candidate’s profile data within SAP SuccessFactors.

Creating onboarding tasks requires role-based permissions to ensure the right users can access and manage these tasks. Additionally, establishing an onboarding program is necessary for assigning specific tasks to new hires within the program’s framework.

Custom tasks for onboarding programs can be created using custom MDF (Metadata Framework) objects within SAP SuccessFactors. The custom MDF object serves as the foundation for the task, which can then be linked to an onboarding program. This approach allows for the customization and flexibility needed to adapt to unique onboarding processes.