SAP Knowledge Base Article - Public

3374097 - Prepare for Onboardee First Day updated Template is not being sent to Onboardees - Onboarding

Symptom

Email template copied from "Prepare for Onboardee First Day updated Template" to trigger notifications to candidates before start date, but in specific periods of time, is not working.

Environment

SAP SuccessFactors Onboarding

Reproducing the Issue

  1. Copied the template '(ONB) Prepare for Onboardee First Day updated Template'
  2. Create a Business Rule to notify candidate x days before start date. Example: 

    Base Date: Prepare for Day One Task.Subject User.Job Information.Employment Details.Hire Date
    Number of months: 0
    Number of days: < 3

  3. Manager completes "Prepare for Day One Task" (mandatory to trigger it).
  4. Email is not sent.

Cause

Expected behavior if the task is not completed by Manager in the exactly same date as "before due date" set on business rule.

Resolution

Business rule will only trigger this email once the criteria is matched. Therefore, for this configuration, if the Manager completes it before or after the exactly date defined in rule, email won't trigger.

Example as above, business rule is set up as < 3 days before start date, if manager completes it 4 days before: email notification will not be sent. This is the system expected behavior.

As a Workaround we suggest to set up a reminder task for "(ONB) Prepare for Onboardee First Day updated Template"

Ensure that the following steps was completed:

  1. Go to Email Services, open the Custom Template, and navigate to "Step 2."
  2. Then, filter the Business Rules and add the rule to trigger the notification.
  3. The reminder should be triggered when the next match occurs.
  4. Make sure that the rule conditions for the number of days before the start date match.
  5. If they do, ensure that 1 day before the due date falls within the period defined in the rule.
  6. The task will not trigger if is already completed when the match occurs

More information about email's reminder: Creating a New Email Notification Template

See Also

Creating a New Email Notification Template

Keywords

Onboarding, obx, reminder, set up, business, rule, before, start, date, trigger, email, notification, onboardee, Prepare for Onboardee First Day updated Template, first, day, template, manager, complete, task, prepare, onboarding, 2.0, OBX , KBA , LOD-SF-OBX-EML , Notifications , Problem

Product

SAP SuccessFactors Onboarding all versions