2349970 - Custom New Hire Data Export Feature - Onboarding 1.0

• Selecting specific fields to be exported in the Custom New Hire Data Export Feature
• Export information in separate file for each employee
• Configuring export frequency
• This KB article explains how to enable the Custom New Hire Data Export Feature

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental. 

SAP SuccessFactors Onboarding 1.0

For Live Customer(s)

• The Custom New Hire Data Export Feature is a job at the back end of Onboarding (Super Admin) which enables the application to send a file with candidate's record in a CSV or XML format.
• This CustomNewHireDataExportFeature triggers a user data export at any point in the Onboarding process other than the completion of the Orientation step (Standard Export if enabled).
• Enabling this feature is done by an SAP Certified Partner, Consultants, or SAP Professional Services. See KB article 2400090 

For Implementation Partner(s) and Consultant(s)

When creating a custom export, follow the instructions below/use the SAP Help Guide, Create a Custom Export, to assist you on enabling this scheduled export job.

Prerequisites

• Data Dictionary Custom Tag and Mapped Keys
• Creating Custom Status in an Onboarding Process
• Enabling CustomNewHireExportFeature 

Data Dictionary Custom Tag and Mapped Keys

1. Go to Admin Center > Tools > Manage Onboarding Settings (Manage Onboarding/Offboarding Settings will be shown if Offboarding is enabled)
2. Click on the Data Dictionary sub-tab
3. Create a new Tag using a unique naming convention (for example, by clicking Integration Namespace at the left pane):

4. After creating the Tag, add the fields to be included in the export job

Note:

• There is no save button, once the fields are moved to the right column it is automatically added
• The order of the columns in the file is base from the sequence of fields in the right column 

Creating Custom Status in an Onboarding Process

1. Log into the Onboarding backend and navigate to target account
2. Select a process and the step to edit/select the step directly from the Processes screen
3. Select Assign Actions and click Add Action and define the action properties

Reference Image: Process Assign Actions

4. Click the Create button once done 

Enabling CustomNewHireExportFeature

1. Log into the Onboarding backend and navigate to target account
2. Select Features and click CustomNewHireDataExportFeature under Integrations
3. To create an export job, select the schedule first (Advance Schedule can be use to select specific days and minutes)
4. Add a valid Email in the scheduled job to receive notification for failed export
5. Click Add Export to create a custom data export, kindly refer to below table on how to fill the input fields

Reference Image: Create a Custom Export

6. Once fields are all completed, Click Activate

Note:

• The CustomNewHireDataExportFeature uses only one schedule timings for every export created
• If you want a separate file for each new hire record, use XML format when exporting and enable "Send each record in separate file"

KB article 2400090 - Scope of SAP SuccessFactors Cloud Product Support for Onboarding

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