Key Highlights from the 2H 2024 Release of SuccessFactors Onboarding

[SachinPachauri]

Hi Community,

The 2H 2024 release is here!

A new set of enhancements has been released in the 2H 2024 release that has been eagerly awaited. The SAP SuccessFactors 2H 2024 Release includes some key features and enhancements, so let's take a closer look!

1- Ability to Initiate Internal Hire Process Using Rule Function:

You can now use the new Trigger Onboarding Process rule function to trigger the internal hire process.
The rule can be configured using the Trigger OnPostSave Events for Job Information rule scenario in the Configure Business Rules page. This feature currently supports only the internal hire process.

Enablement: Customer configured

Configuration Requirement:

• Configure a business rule using the Trigger Onboarding Process rule function.

2-  Enhancements to New Hire Onboarding Journey:

New hires can now experience an enhanced Your Onboarding Checklist page enabling them to perform their onboarding tasks more effectively.
These enhancements include the availability of a guided tour (enabled by SAP Companion), changes to the Your Onboarding Checklist page.

Enablement: Automatically On

3- Availability of Extension Points in the Onboarding Process:

As a responsible user, you can now enable extension points to facilitate the completion of necessary onboarding tasks that are beyond the standard SAP SuccessFactors Onboarding tasks.

Using the extension point, several third-party background tasks can be added to the New Hire Data Review or
Personal Data Collection blocks are available in the configured process available in the Process Variant Manager. Once the extension point is enabled in any of these blocks, all sequential tasks are paused and remain inaccessible until the background task is completed.

Note: Only after the task corresponding to the extension point is completed by the assignee, subsequent applicable tasks are available for the new hire and the HR participants.

Enablement: Automatically On

Note: These events are available through the Event Broker. For more information, see the Use SAP Event Broker Application topic from the SAP Event Broker Service Guide. 

Configuration Requirements:

• Ensure that you've configured a process variant and set a rule that you want to apply to the process flow.

Role-Based Permission Prerequisites:

• Ensure to enable the Manage Onboarding or Offboarding>Extension Task API permission

4- Employer Signature Support for Corporate Representative:

You can now assign a corporate representative to sign all required country compliance forms for the employer.

Enablement: Customer Configured

Configuration Requirements:

• Add the (ONB) Compliance Document Flow Template to the active email template list.
• Configure the Assign Corporate Representative User ID as Employer Signatory in Country Compliance Form rule scenario to select a corporate representative signatory for the country compliance forms.
• Configure the Select Employer Signature for Country Compliance Configuration rule scenario to select an employer signatory for the country compliance forms

Role-Based Permission Prerequisites:

Ensure you have the view and edit permissions enabled for the following:

• Admin Center>Manager Permission Roles>Permission Roles>User Permissions>Compliance
  Object Permission>Compliance Form Signature
• Admin Center>Manager Permission Roles>Permission Roles>User Permissions>Compliance
  Object Permission>ComplianceDocumentFlow
• Admin Center>Manager Permission Roles>Permission Roles>Admin Permissions>Onboarding or Offboarding Admin Object Permissions>EmployerSignatureConfig

5- Enhancements to Internal Hire Process:

Now utilize functionalities like workflow, cross-entity rule, and position updates for the internal hire
onboarding process initiated from SAP SuccessFactors Recruiting.
As a part of this enhancement, you can set up a workflow to manage changes for internal hires whose onboarding is initiated from Recruiting. Additionally, you can leverage the existing workflow rules that are used in the Employee Central MSS data updates.

When a recruiter initiates onboarding for an internal hire, the configured workflow rule is evaluated. Based on the rule, the workflow is triggered. Once the workflow participants take the necessary action, the workflow status is updated in Recruiting.

The following labels are displayed in Recruiting depending on the workflow status:

• Workflow Pending
• Workflow Cancelled
• Workflow Returned
• Workflow Rejected
• Workflow Completed

 Enablement: Customer Configured

Configuration Requirements:

• Enable>Process Settings>Onboarding General Settings>Enable Enhanced Internal Hire Process >EnableAdditional Internal Hire Activities switch.
• You must define the approvers, triggers, and notifications to configure the workflow.

6- Offboarding Process Flow Now Available in Process Variant Manager:

You can now edit, copy, and delete the offboarding process flow in the Process Variant Manager.

 Enablement: Automatically On

7- Onboarding Enhancements for the Latest People Profile:

Employees can now view all their Onboarding information and documents, created after 1H 2024, by selecting Your Onboarding Checklist from the All Actions menu on the latest People Profile page.

If there is more than one employment, they can select the desired employment from the  Onboarding History icon next to the Onboarding Checklist header.

The types of Onboarding information and documents in the Onboarding Checklist include:
• Compliance forms such as the U.S. Form I-9 and E-Verify
• Information and attachments provided in the Personal Data Collection and Custom Data Collection steps
• Documents generated by custom tasks

 Enablement: Automatically On

Role-Based Permission Prerequisites:

• Enable the People Profile>Actions>View Past Onboarding Checklist permission.

8- Primary and Secondary New Hire Tasks Steps for the Process Variant Manager:

Admin can now associate custom tasks with the updated Primary New Hire Tasks step and the new Secondary New Hire Tasks step in the Process Variant Manager.

The Primary New Hire Tasks (previously named Create New Hire Tasks) and Secondary New Hire Tasks steps can be added to the Process Variant Manager. They customize where standard and custom tasks appear in the onboarding process. These steps can be added in parallel with (and don't block) the New Hire Data Review, Personal Data Collection, Additional Data Collection, Compliance, and Document Flow (e-Signature) steps. The Secondary New Hire Tasks steps can't be added before the Personal Data Collection step, after the Final Review Step, or after the Primary New Hire Tasks step.

 Enablement: Customer Configured

Configuration Requirements:

• Administrators need to create or adjust their custom Onboarding process variant to enable this feature by adding the Primary New Hire Tasks and Secondary New Hire Tasks steps.

9- GenAI Writing Assistant for Onboarding Module:

AI-assisted writing is available for use in more product areas, and now includes the Content Translation and Text Analyzer features.

Enablement: Contact Customer Engagement Executive or Account Manager

Configuration Requirements:

• Enable the Admin Center's AI-Services Administration > Assisted Writing with Text Analyzer option.

Role-Based Permission Prerequisites:

• Administrator > Manage AI Capabilities > AI Services Administration permission
• User Permissions > AI Access > Assisted Writing permission.

Note: Onboarding 2.0 now supports Concurrent Employment.

Here are just a few of the changes included in the latest release. For a detailed release summary, check out the “What’s New Viewer” for a list of enhancements across the application.