Human Capital Management Blogs by Members
Gain valuable knowledge and tips on SAP SuccessFactors and human capital management from member blog posts. Share your HCM insights with a post of your own.
Showing results for 
Search instead for 
Did you mean: 
Active Participant


The Internal Hire process allows for the seamless transition of current employees into new roles within our organization. This process empowers internal staff to explore opportunities that align with their abilities, fostering career growth and enabling them to make a positive impact on the company.

The onboarding process for an internal hire starts with initiating onboarding and ends with the internal hire moving into a new job role within the same organization.

The internal hire process can be initiated from:

  • SAP SuccessFactors Recruiting

  • SAP SuccessFactors Employee Central

  • An external Applicant Tracking System (ATS)

Please Note - The internal hire becomes the direct report of the new manager only on the start date. Until then the previous manager is reflected as the internal hire's manager in the employment record.

The User ID and Username of the employee remain the same for the internal hire.

Overview of the different stages in the Internal hiring process



STEP 1 - Crossboarding Processes

Before creating a new process, We can use the standard Onboarding and Offboarding processes as a starting point and customize them as required. If crossboarding closely aligns with the existing Onboarding process, we may not require a new process. However, if there are differences in activities and flow, it's recommended to create specific tasks and processes for crossboarding.

  • Add Process Variant

We can clone an existing process variant and modify the existing process flow by adding process steps to suit your requirement. To add a new one,

Navigate to Process Variant Manager →click + Process Variant →Add Process Variant dialog box opens →Select the process variant type from the Process Type dropdown, and provide a unique ID, a Name, and a Description for the process flow. and click save.

Process Variant

Click on Activate, the process will be activated successfully. Then click on Save and Validate. The Process Variant will be validated, activated, and saved.

  • Crossboarding Tasks

We can define programs to manage crossboarding-related tasks, roles, and responsibilities. We can set up specific and relevant tasks for the organization and determine responsible user groups for the tasks. To perform this activity,

Navigate to Manage Onboarding and Offboarding Tasks →Click on + New Program→Add details and Task list from + Add Task option and save.

Crossboarding / Internal Hire Program

Once this program is added, a business rule is associated to determine which program applies to that particular candidate.

  • Setting Up a Rule for Selecting the Onboarding Program

Define business rules to select the program based on conditions.

Navigate to Configure Business Rules→ Click on Add Rule →Select Select Onboarding Task Configuration from Onboarding tab →Enter the Rule Name, Rule ID, and select a Start Date →Define the rule as per business requirements→Save

Business Rule

STEP 2 - Set up the Future Manager Job Relationship

To facilitate the completion of specific onboarding tasks by the future manager before the internal hire's start date, it is essential to define the role. This picklist value will serve as a clear identifier for assigning the appropriate permissions and responsibilities to individuals fulfilling the future manager role.

Add a picklist value:

Picklist Center →Search Picklist jobType → Click on +(Add) →Enter managers (internal hire) as the External Code, provide the Label as Future Manager (Internal Hire), and set the Status to Active.

Adding Future Manager


STEP 3 - Permission Role for Future Manager

To initiate the internal hire process, it is necessary to configure the event reason that triggers the process. Once this setup is completed, We can proceed to the "Manage Permission Roles" section to create a new role specifically for the future manager. This role should grant them the necessary permissions to complete relevant onboarding tasks before the internal hire's start date.

Similarly to the Onboarding process, it is important to establish role-based permissions for various responsible roles involved in the internal hire process. This includes granting Future Managers access to view and modify details of their upcoming team members before their start date. Additionally, internal employees should have access to crossboarding tasks and tiles that are relevant to their role.

Manage Permission Roles→ Create New Role →Update details like Name, descriptions and permissions →under Grant this role to dropdown, choose Future Manager (Internal Hire) and save.

Future Manager Role

Granting Permissions - Future Managers

Future Managers now have the required permissions to complete the tasks.


STEP 4 - Add Event Reason

Set up and configure the event reason so that it can be used in the business rule to trigger the internal hire process. Event reasons are user-defined. They are used to define more specifically the reason why an event has taken place.

If the event reason exists already, no changes are required but if the event reason to trigger crossboarding are new, those need to be added as below:

Navigate to Manage Organization, Pay and Job Structures→Create New→Event Reason→Enter the details and save.

Event Reason - New Role

Give permissions to access the new event reasons to required roles via role-based permissions in order to access it.

STEP 5 - Business Rules

  • Business rule to Initiate Internal Hire Process.

If a change to the job information of an employee has resulted in a transfer event, there can be various reasons for it. Considering scenarios when a transfer event does not require an Internal Hire process to be initiated, a business rule can help determine which employees are eligible for internal hiring.

Evaluate conditions for Internal Hire


  • Configure a business rule to evaluate if a transfer event is triggered due to a change in the job information of an employee.

Set the event reason for the internal hire process.

Rule to Initiate Crossboarding

Go to Manage Business Configuration, under HRIS Elements select jobInfo. Scroll down to the trigger rules section, and set the Transfer rule for the Event Type as onPostSave.

Assign under Job Information


Step 6 - Setting up Email Services

Configuring email services allows for timely updates and relevant information to be shared with participants throughout the Internal Hire process. Onboarding provides a preconfigured email template for Internal Hire notifications, but it's important to configure the email category to specify the recipients accurately. This ensures that notifications reach the intended individuals effectively.

Admin Center →Email Services→Email Categories→Click on Edit mode. Update the fields and save. 

Crossboarding Email Templates

Please note - There could also be Docusign templates created and allowed to be triggered at specific event reasons.


The Internal Hire process offers a valuable opportunity for organizations to leverage the skills and talents of their existing employees. By providing a seamless transition into new roles, internal hires can contribute to the growth and success of the organization while also fostering their own career development.

SAP SuccessFactors proves to be highly effective in supporting internal hire and crossboarding processes within organizations. The customizable nature of SAP SuccessFactors allows organizations to tailor the internal hire and crossboarding processes to their specific requirements. This ensures that the transition is smooth and efficient, enabling employees to quickly integrate into their new roles, teams, and management structures.

Thank you for reading the blog, I really appreciate your time!

If you have any questions or suggestions, please add up a comment below. I hope you found this blog post informative and helpful. Please feel free to also share your experiences, it would be helpful to learn and explore more!

If you're interested in exploring the topic of  Onboarding 2.0 & Offboarding please refer these blogs.

Thank you! Happy Learning 🙂