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SuccessFactors Onboarding Administration


Introduction

This half day course teaches the learner how to navigate the Onboarding and Employee portal pages and describe the Onboarding roles and processes. You also gain a deeper knowledge concerning reference files, notification, administration reports and security setup.

This half day course teaches the learner how to navigate the Onboarding and Employee portal pages and describe the Onboarding roles and processes. You also gain a deeper knowledge concerning reference files, notification, administration reports and security setup.
This half day course teaches the learner how to navigate the Onboarding and Employee portal pages and describe the Onboarding roles and processes. You also gain a deeper knowledge concerning reference files, notification, administration reports and security setup.
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Duration: 0.5 day

Getting Started

  • Onboarding Overview
  • Navigating the Onboarding Module
  • Search Work Queue
  • Add a New Hire
  • Workshop - Adding a New Hire
Managing Permissions
  • Role-Based Permissions
  • Onboarding Groups and Roles
  • User and Security Sync
  • Workshop - Creating Users and Groups
Corporate Structure
  • Why is Corporate Structure Needed?
  • Corporate Structure Creation
Data Dictionary
  • Components of the Data Dictionary
  • Manage the Data Dictionary
  • Workshop - Working with the Data Dictionary
Drop-Down Lists
  • Data and Provisioning Lists
  • Managing SuccessFactors HCM Picklists
  • Workshop - Creating a Picklist
PDF Forms
  • PDF Forms
  • Workshop - Creating a PDF Form
Panels
  • What are Panels?
  • Modifying Panels
  • Create a Custom Panel
  • Workshop - Creating Panels
Notifications
  • Notifications in Onboarding
  • Workshop - Creating Notifications
Hiring Manager Activities
  • Hiring Manager Activities
  • Workshop - Configure Workflow for Furnish Equipment Activity
Employee Portal
  • Working with the Employee Portal
Reporting and Documents
  • Document Center
  • Onboarding Reports
  • Admin Reports
  • Workshop - Creating Reports
  • Navigate the Onboarding Module.
  • Understand how to configure and associate Picklists to fields in Onboarding.
  • Understand manage and assign Security to users.
  • Create and maintain notifications.
  • Maintain PDF Forms.
  • Create and maintain keys within the Data Dictionary.
  • Configure and manage panels.
  • Configure the Hiring Manager activities.
  • Maintain the Employee Portal.

SuccessFactors Foundation Course

SuccessFactors System Administrators responsible for granting permissions for the Onboarding module, configuring Onboarding forms, creating and sending notifications, running reports and maintaining the Employee Portal.