SAP Knowledge Base Article - Public

3189216 - Crossboarding Main KBA

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:
  1. Please read Note first to learn about the logic.
  2. Setting Up Notifications for the Internal Hire Process
  3. Setting Up the Event Reason for Internal Hire 
  4. Configuring Employee Transfer Event Rule 
  5. Configuring a Business Rule to Initiate Internal Hire Process
  6. 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:
  1. Go to Manage Permission Role 
  2. Identify the role assigned to the user responsible to initiate Internal Hire
  3. 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:

Blog:

PDC:

Keywords

Internal Hire, Crossboarding, Internal Recruit, Internal Transfer, Transfer , KBA , LOD-SF-OBX-XBD , Crossboarding , Problem

Product

SAP SuccessFactors Onboarding all versions