Symptom
Some users have the requirement to assign Manager Review Step in ONB to Responsible Groups during Onboarding and Offboarding processes
Environment
SAP SuccessFactors Onboarding
Reproducing the Issue
- Initiate the ONB from RCM/External ATS
- Check if the Activity shows assigned to the Responsible Group
Resolution
First, create the Responsible Groups, defined as a distribution list consisting of people responsible for accomplishing an assigned task.
- Go to Admin Center, in the tools search field, enter Onboarding 2.0 General Settings.
- Access the tool by clicking on the search result.
- Under Responsible Groups, choose New Group
Note: If you have existing responsible groups, you can also edit/delete them. - Enter a group ID and Group Name.
- To create translated versions of the group name, click on Translations.
- Add participants to the responsible group by:
Role: Select a role from the dropdown to add all the users belonging to the selected role.
User: Search and add individual users to the group.
Dynamic Group: Select a dynamic group from the dropdown. To create a dynamic group, click Create New Group. - Click Submit.
- Go to Admin Center.
- In the Tools Search field, enter Configure Business Rules.
- Access the tool by clicking on the search result.
- The Business Rules Admin page is opened, where all business rules created in the system are visible.
- To create a new business rule, click on Create New Rule.
- Select the Assign Responsibility Group for New Hire Data Review scenario, available under Onboarding 2.0
- As per business rule requirements, enter a value for Rule Name, Rule ID, and select a Start Date. Also, select the Process Type based on whether you are using this rule for Onboarding or Offboarding.
- The Rule ID automatically picks up the value entered in the Rule Name; however, it can be changed.
- Define the business rule by setting up conditions as required.
- Click Save.
Keywords
ONB , sf, success factors, OBX, on boarding, Hiring Manager Review check , KBA , LOD-SF-OBX-DOC , Generation of Documents using PFS , How To