SAP Knowledge Base Article - Public

2630667 - How customers conduct Post-refresh Health Check - Onboarding 1.0


  • Post-refresh health check;
  • After refresh confirmation;
  • Partner post refresh ceck;
  • What settings to put back;
  • Foundation import;
  • User sync;
  • Permission sync;
  • Delta sync.


SAP SuccessFactors Onboarding 1.0


For Go-Live Customer(s) Or Customers who are currently working with an Onboarding implementation partner

Partner is responsible for post refresh check. Please follow below steps.

Please reference:   2278276 - [Partner Support] Where to Create Request for Onboarding Refresh or Migration? - Onboarding 1.0

For Live Customer(s)

When conducting a post-refresh health check, SAP SuccessFactors Cloud Product Support should confirm that activity is completed and customer can do their testing. See below the steps on confirming if a refresh is successful.

Step 1: Onboarding Access

    1. Log in to SAP SuccessFactors HCM and click main menu to navigate Onboarding
    2. Once Dashboard and Work Queue shows


    • If Onboarding Dashboard and Work Queue is accessible, see Step 2
    • If a Seamless Login message shows to everyone who needs access to Onboarding after refresh, please contact the support engineer.

Step 2: Document Center

    • If Enable Document Center is selected in the form, and permission sync successfully runs, the Document Center should show in Onboarding sub-menu as expected.
    • If Document Center is not required is selected in the form, it will be deactivated and requires support intervention to enable it


Documents from production environment will not be copied unless, customers provided a valid business justification.

Step 4: Employee Portal

    • If Enable Employee Portal is selected in the form, the SAP Standard Employee Portal will show
    • If Copy Employee Portal from Source is selected, the Employee Portal of Destination should be similar to Source, see below instruction to confirm
      1. Login and navigate to SAP SuccessFactors HCM, click Main Menu and select Admin Center
      2. In Admin Center, use Tool Search to find Manage Employee Portal
      3. Verify if Employee Portal is same with Source
    • If No Action Required is selected, Employee Portal is deactivated


Step 5: Paperwork Forms (Templates)

Custom PDF Forms should be copied from source to destination account


Step 6: Integration with Recruiting and Employee Central

The following tools and action should be working properly without error messages after the refresh:

    • Initiate Onboarding
    • Setup Onboarding Integration
    • Onboarding Mapped Data Review (Recruiting to Onboarding)
    • Manage Pending Hire(s)
    • Field Mapping tool for Onboarding/Offboarding EC integration
    • Onboarding Mapped Data Review (Onboarding to Employee Central and Employee Central to Offboarding)


Step 7: Onboarding, Offboarding, Crossboarding, and Customer Process

Test and verify if below features are accessible and logic is working as expected

    • Process
    • New Hire Activities
    • Notifications
    • Click to Sign or DocuSign eSiganture (Only if enabled)


For Implementation Partner(s) and Consultant(s)

After Internal Refresh Team, ensure that you put back below features back to their original settings if necessary. 

  • E-Verify
  • Mail Redirect
  • BizX Connection
  • Foundation Import
  • Delta, User and Permission sync
  • Onboarding Settings in Provisioning
  • NewHireDataExport
  • CustomNewHireDataExport
  • Service Login


For SAP SuccessFactors Cloud Product Support

Please use the instruction manual on how to proceed, in the internal note

See Also

2630586 - Account Refresh Process - Onboarding

278276 - [Partner Support] Where to Create Request for Onboarding Refresh or Migration? - Onboarding 1.0 

3290155 - Pre and Post Onboarding 1.0 Refresh Checklist 


    Onboarding, Refresh, Account, Copy, Source, Destination, Migration, Post Refresh, Postrefresh, Activity , KBA , LOD-SF-OBD-SCR , Software Changes, Services, Provisioning etc. , How To


    SAP SuccessFactors Onboarding all versions


    Onboarding Post-Refresh Checklist.xlsx