Symptom
After completing New Hire Data Review Step, the following New Hire Tasks are not visible or were not triggered for the Manager:
- Write Welcome message
- Assign a buddy to New Hires
- Recommend People for New Hires
- Prepare for New Hire's Day1
Environment
SAP SuccessFactors Onboarding
Reproducing the Issue
- Initiate onboarding for the candidate
- Complete the New Hire Data Review Step
- New Hire Tasks to be triggered based on the Process Variant Manager
- Proxy as the Hiring Manager or the User responsible to carry out the tasks and check the onboarding dashboard
- Tasks are not visible or were not triggered
Cause
- Cause 1: Missing permissions in the Role
- Cause 2: If Prepare for day one lists are configured in Manage Onboarding/Offboarding Tasks then the subsequent "Select What-To-Bring Configuration" rule maybe incorrect or unassigned
Resolution
Cause 1:
- Go Manage Permission Role and open the role assigned to the Manager
- Make sure that for the respective Tasks you have the following permissions assigned to the Role:
- Write Welcome message
- Onboarding Program
- Message Task
- Assign a buddy to New Hires
- Buddy Task
- Recommend People for New Hires
- Permission: Recommended People Task
- Prepare for New Hire's Day1
- Permission: Configuration for Prepare for Day One Task
- Write Welcome message
Cause 2:
- Go to Configure Business Rules and search for "Select What-To-Bring Configuration" (ONB_WhatToBring) under scenario
- Ensure that only one rule is maintained, kindly delete the additional rule, if it's present
- The remaining rule should be assigned or the tasks will not get triggered
See Also
- SAP Help Guide: Onboarding Tasks > Creating a Prepare for Day One List
- SAP Help Guide: Setting Up Onboarding Programs > Setting Up a Rule for Selecting the Onboarding Program
Keywords
Onboarding, OBX, New Hire Tasks, Prepare, day One, What-to-bring Configuration, ONB_WhatToBring, role, rule, manager, hiring manager, HM, , KBA , LOD-SF-OBX-NHA , New Hire Activities (activities, tasks, buddy, equipment) , Problem
Product
SAP SuccessFactors Onboarding all versions