3386846 - Creating Custom Tasks - Onboarding

This article will explain how to create a custom task in Onboarding module and also the prerequisites to conduct this action.

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SAP SuccessFactors Onboarding 

Pre-requisite:

To create a custom task, you must:

• Configure a custom MDF object.
• Create generic object definitions to support generic object fields in the custom task.
• Create your custom task.
• Use the UI Template Editor to define the UI for the custom task.
• Link the custom MDF object to your custom task.
• Add the custom task to your onboarding or offboarding program.
• Create email notifications for your custom task.

You have the following permissions:

• User  Onboarding or Offboarding Object Permissions  Custom Task
• Administrator Onboarding or Offboarding Object Permission - Custom Task Definition
• User  Onboarding or Offboarding Object Permissions  Delegatable Task
• Administrator  Metadata Framework  Manage Configuration UI
• Administrator  Metadata Framework  Configure Object Definitions
• Administrator  Metadata Framework  Configure Business Rules
• Administrator  Metadata Framework  Configure Business Rules

1- Create a MDF Object

Admin Center > Configure Object Definitions > Create a new object definition.

2- Enable permissions described above:

3- Create a custom task:

Manage Onboarding and Offboarding Tasks > Manage Custom Tasks > New Tasks

4- Add the Custom Task to a Onboarding Program:

5- Initiate a New Candidate in Onboarding and see if the task is present in the task list:

Note : The fields which can be added the custom object definition should be of the type : Only String, Number, Boolean, Decimal, Date, DateTime, Time, Generic Object, User type fields are supported so far. Attachment and picklist fields are not supported.

https://blogs.sap.com/2023/10/23/custom-tasks-in-onboarding-and-offboarding/?source=email-global-notification-bp-new-in-tag-followed

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