Symptom
Crossboarding Main KBA
"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."
Environment
SAP SuccessFactors Onboarding
Resolution
Configuration Steps:
- Please read Note first to learn about the logic.
- Setting Up Notifications for the Internal Hire Process
- Setting Up the Event Reason for Internal Hire
- Configuring Employee Transfer Event Rule
- Configuring a Business Rule to Initiate Internal Hire Process
- Crossboarding can be initiated in 3 ways: Employee Central, Recruiting and External Applicant Tracking system.
FAQ:
Q1: A rule is working when initiate Crossboarding from RCM.
A1: Not all types of rules are supported in Crossboarding initiated from RCM.
Please go to "Manage Business Configuration" and check the type of the rule.
onInit and onChange rule is not supported.
onSave rule is applicable for jobInfo only when Onboarding context is true.
onPostSave rule is supported.
Q2: The crossboarding candidates are not available in Dashboard for the new manager.
Q3: The crossboarding is initiated through Recruiting or External Applicant Tracking System, but in Manage Data: Process, it is marked as from Employee Central.
A3: Employee Central gives you a provision to add a custom field for jobInfo and set the label to Source System for Onboarding. Whenever the internal hire process is initiated from Recruiting, Applicant Tracking System, and Employee Central, the triggerType automatically displays the application from where the process was triggered.
If you don't configure the custom string field, then by default the triggerType is displayed as "Internal Hire Initiated from Employee Central" for Recruiting and Applicant Tracking System.
Q4: How to know if the transfer event rule and initiate internal hire rule is triggered or not?
A4: Please go to Intelligent Services Center.
If transfer event rule is triggered, you will find an event of "Employee Central: Job Transfer" at the time Job Information changed.
If there is no event of "Employee Central: Job Transfer",
1. Check if the transfer event rule is in place
2. Check if the event reason used meet the condition of transfer event rule
3. Check if there is any pending workflow
4. Try to update something in the new record inserted to Job Information. Some criteria of EC could block the data from being saved.
If initiate internal hire rule is triggered, you will find an event of "Onboarding: Crossboarding Initiated" at the same time.
If there is no event of "Onboarding: Crossboarding Initiated"
1. Check if initiate internal hire rule is in place
2. Check if the conditions of the rule are met
Q5: Initiated an internal hire from RCM but the candidate can be found nowhere.
A5:
1. Check "Business Process" tile and see if the candidate can be found there.
2. If not, please go to "BPE: Monitor Process"
3. Find the records based on Start Time, which should be when the internal hire is initiated from RCM
Normally, it should be at least 3 records.
The first "Onboarding2RCMUpdateEventsWorkflow" is finished because once the internal hire got initiated, the candidate would be moved to Hired status. (If the crossboarding is initiated from EC, there will not be the finished one and only 2 records.)
4. Check the records one by one by clicking on it. You will find exception or error.
5. If there is no more information to tell what's wrong, please raise a support ticket.
Q6: For Internal Hire via ATS, transfer events configured as post save rules get skipped and as a result events would also not be triggered.
A6:
- Go to Manage Permission Role
- Identify the role assigned to the user responsible to initiate Internal Hire
- Click on Permissions, Navigate to "Employee Central Import Settings" > "Enable business rules for selected entities (All) or choose the Job Information Entity."
See Also
KBA:
- 2970083 - [Onboarding] Crossboarding Known Issues
- 3093321 - [Onboarding] Auto restart of the crossboarding process
- 2973880 - Crossboarding Not Triggered - Onboarding
- 3059091 - Internal hires skip Onboarding process and are added directly to new position - Onboarding
- 3132143 - Unexpected behaviors when initiating crossboarding via importing employee data
- 2937286 - Crossboarding is not being initiated - Onboarding 2.0
- 3089290 - [Onboarding] Re initate Onboarding for the crossboarded candidate from RCM
- 3164448 - [Onboarding] Cancel Onboarding option in Onboarding dashboard for crossboardee
- 3148145 - Decline Documents does not work for Crossboarding - Onboarding
- 3133927 - [Onboarding] Multiple entries of HR manager and matrix manager are present on the people profile page for Internal Hires
- 3135215 - [Onboarding] Future Manager New Hire Data Review not Visible
- 3084358 - Crossboarding tasks not triggered when changing the job information of an employee - Onboarding
- 3075984 - Internal Hire from RCM is not showing in the Onboarding Dashboard - Onboarding
- 3042245 - [Onboarding] Cannot see "Welcome message" Tile in Internal Hire's Homepage
- 3108959 - [Onboarding/Offboarding] Crossboarding and Offboarding features for instances with Onboarding without EC
- 3057985 - [Onboarding] Event Reason Flow when initiation Crossboarding from RCM (Onboarding/Offboarding)
- 3006765 - [ONB 2.0] Unable to Re-Initiate Onboarding for Cancelled Internal/crossboarding user from RCM
- 3086618 - Application error on submitting New Hire Data Review with data updated during Internal hire
- 2976399 - Onboarding tiles displaying on homepage - internal hires - 2.0
Blog:
- https://blogs.sap.com/2020/06/29/ghost-crossboarding-2.0-from-recruiting-management/
- https://blogs.sap.com/2022/01/21/successfactors-internal-hire-crossboarding-solution-configuration-in-onb2.0/
- https://blogs.sap.com/2023/10/19/elevating-internal-transfers-transitions-through-sap-successfactors-onboarding-for-internal-hires/
PDC:
Keywords
Internal Hire, Crossboarding, Internal Recruit, Internal Transfer, Transfer , KBA , LOD-SF-OBX-XBD , Crossboarding , Problem
Product
SAP SuccessFactors Onboarding all versions