What’s New in Onboarding 2.0 H2 2021

The latest release updates are here! In this article we take a quick look at the latest updates for SAP SuccessFactors Onboarding 2.0. Preview release is October 15 and production is November 19.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. Let’s get started! We’ve categorized the enhancements below for you!

Security Enhancements

In the category of security, there’s been an enhancement to proxy where you now have more granular control over whether or not a person who can proxy has access to onboarding. You can select the check box on the Proxy Management screen.

A screenshot of the Proxy Management page with a box highlighting the new Grant Proxy Rights options.

Compliance Form Updates

There’s been a number of compliance form updates. Form I-9 was enhanced so that the instructions of the form now show up in the system help icon sections. Various popups and warning messages make the form more informative to users. You can view the complete list of enhancements to form I-9 here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/587c828977e84747868fa5125cf38eb9.html

A screenshot of the help text displayed for the First Name field in USCIS Form I-9.

In addition to US I-9, the Canadian TD1form for all provinces is now supported. The New Zealand KS2 KiwiSaver deduction form, Tax code Declaration, and Tax rate notification for contractor forms are now supported.

Qualtrics Integration

SAP continues to further their integrations with Qualtrics across the board. There’s now a new Intelligent Services event to send internal hire information to Qualtrics. This allows you to send email surveys to employees when the internal hire step is completed. There is a new configuration screen that makes this setup easy! It is shown below:

A screenshot of the Add New Integration screen in Manage Qualtrics Integrations shows Onboarding, with Internal Hire Process Completed as the event name.

New Hire Enhancements

A few enhancements have been made to the new hire experience. New Hires can now complete the onboarding process on the homepage. There’s new “To Do” tasks that show up for onboarding here for the new hires such as compliance tasks and completing personal data collection.

New hires can also now access LMS courses before their first day of work as shown below!

A screenshot of the home page where new hires can access the assigned courses.

The complete new hire experience for the home page can now be done on the latest version of the homepage.

Hiring Manager / Admin Enhancements

In addition to new hire experience, the hiring manager and admin experiences have seen some updates as well. Future Managers can also now access information about their new hires in the onboarding dashboard and “To Do” tasks. Role-based permissions also now allow you to assign based on this new future manager relationship.

The Restart process for onboarding has also been enhanced so that you can choose whether or not to retain data or instead reload from recruiting.

The switches to determine the new hire information after restart are available under Restart Settings. The Allow Recruiting Update switch allows you to determine whether values must be updated from Recruiting or the existing values must be retained in Onboarding for auto-restart. The Retain Onboarding Information switch allows you to determine whether to update new hire information from Recruiting or retain the existing value for manual restart.

General Process Enhancements / Behind The Scenes Enhancements

Behind the scenes, there’s been some other updates as well!

When it comes to picklists, the mapping from recruiting to employee central can be a pain. The system has now been updated to map based on a series of potential exact matches rather than just on labels. First, the system will attempt to map based on the option id since this is the most unique identifier. If no exact match is found, then mapping is performed via label using the external code value. If no external code is available, then the label alone is used.

Also behind the scenes, when a major patch/release is deployed to the system, the default onboarding process in the Business Process Engine is now automatically upgraded. Previously, an admin had to manually upgrade the flow.

The upgraded versions of the Default Onboarding Process flow are visible under Process Definitions.

The rehire process has also been enhanced to make life easier for admins managing this process. Values such as date of birth, national id, legal entity, and user records can now be seen as shown below:

Enhanced version of the Rehire Verification screen with date of birth, national ID, legal entity, and last working day.

No shows and rehires are handled better as ell. The value “No Show” has been added as an event reason for cancelling the second rehire check. There is also a new welcome email template specifically designed for rehires.

Conclusion

The SAP SuccessFactors Onboarding product continues to grow and become increasingly more robust! This does not represent all of the enhancements in the H2 2021 release – only the highlights we found most compelling. Check out the What’s New Viewer here for the complete list of enhancements.

See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.

Contact info@worklogix.com for any assistance supporting and implementing your SAP SuccessFactors Modules, or download our support services brochure.

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