SuccessFactors Onboarding - Unable to cancel onboarding

[VenkiKrish]

SuccessFactors Onboarding (aka Onboarding 2.0) is gaining popularity, with many customers going live, many more are in flight, and a lot more are in planning, kick-off stage. The product has definitely matured in its offerings compared to even a year ago. Every upgrade is bringing in new innovations, and it is one of the exciting products in SuccessFactors suite, today.

Cancel Onboarding

When you try to cancel onboarding, from the Onboarding dashboard either due to a no-show or other cancellation reasons,  if you run into an error message "[COE0018]The cancellation request for new recruit * has failed. Please contact your administrator.".

There is a published KBA https://userapps.support.sap.com/sap/support/knowledge/en/2970817, which explains the cause: The reason being that this is happening is that a required field has no data which causes the system to throw an error.

The resolution provided by the KBA is

• Kindly go to Admin Center -> Manage Business Configuration -> employmentInfo and check if the fields that are set there are Mandatory and the Onboardee has provided a data in it.


• Also make sure "okToRehire" field is enabled. It does not need to be mandatory.

Any one who has done Onboarding will tell you, that the

1. HRIS element employmentInfo require those mandatory fields to support the Termination event.


2. In Onboarding, when you are in New Hire Data Review step, it is not possible for you to enter data for for fields like End Date, etc.

A quick and dirty workaround will be to make all the mandatory fields in the HRIS element employmentInfo to be non-mandatory. Save the changes. Initiate Cancel Onboarding. Once the onboarding record is cancelled, revisit the HRIS element employmentInfo and roll back the changes ie: make the fields as mandatory again.  This is not a permanent solution, and can potentially cause fatigue and human error.

This blog explains how to get around this pain-point, and support your Employee Central requirements, as well fulfill the business need to cancel onboarding.

As a first step, goto the config step Manage business configuration. In the displayed screen go to the HRIS element employmentInfo.

Identify all the fields that are marked as "mandatory" in employmentInfo. It is these fields that require data, when you cancel onboarding.

The workaround is to develop a business rule.

For one of my customer's we developed a business rule similar to :

Base Object: Employment Details Model

Business Rule

In this rule, Termination Date is the label for the HRIS field end-date

Last Date Worked is the label for lastDateWorked

The rule says, If end-date is not null, then make lastDateWorked as Mandatory.

You can get creative with the business rule, and can include other fields to make them mandatory, and populate them with default values (if any).

After you have created the business rule, attach the business rule to the HRIS field end-date, with the Event Type = onChange.

 

After this configuration change, you should not run into any issues related to Cancel Onboarding.

[Angie_Pullano]

After reviewing cancel onboarding functionality KBAs and IRs, I believe that SAP SuccessFactors made a mistake in their assumptions on how the onboarding process actually works for companies and the people responsible for managing hires internally, as the software does not appear to be modeled in alignment with, nor allow for, real-life processes.

Cancelling of onboarding appears to require the use of an Employee Central "No Show" event.  This doesn't make sense when onboarding data was not provided and/or the hire was never actually processed.  A no-show event should only exist if there was a hire action processed and published to EC.

• Companies should be able to cancel onboarding for candidates that never completed their information in onboarding without having to put dummy data into the new hire's information or change constraints set in BCUI

That the cancel onboarding process requires the publishing of a No Show record to the employee record results in additional problems for customers.

• If onboarding is cancelled, then restarted and completed for a new hire, the new hire has a termination record written to job info that must be deleted manually. 3095013 - New hire has a termination record with onboarding once cancelled

 

• If a hire is processed manually (not through pending hires), it is not possible to cancel an existing onboarding process for that employee without accidently terminating them in employee central.  How are people responsible for managing onboard able to clean up their dashboard?

 

If you are in agreement that the No Show termination event should only be associated with cancelling onboarding if the hire was actually processed, please vote for IR 278203 Cancel Onboarding should not require all employee data to be entered first

 

Thank you,

Angie

[renukajoshi9]

This solution of business rule did not work and neither did any KBAs given by SAP on this.

 

[ChinZhe]

Hi, have you managed to solve this issue?

[JenniferJobe]

I am unable to make the end-date not mandatory, as I receive a messaage "The field end-date in employmentInfo is mandatory. The value of attribute “Mandatory” will be automatically changed to “Yes”." and the system changes it back to Madatory as it states.  This is the only mandatory field and the only reason I am unable to cancel onboarding.  

[sagarcgoyal]

Hi Any resolution found?

 

venki_consultant : I tried your steps, however, Business rule execution log does not show the rule I have written. Can you please help?