SAP Knowledge Base Article - Public

3386846 - Creating Custom Tasks - Onboarding

Symptom

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

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

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.

See Also

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

Keywords

custom, task, onb, 2.0, permission, prerequisite, new, hire , KBA , LOD-SF-OBX , Onboarding 2.0 , How To

Product

SAP SuccessFactors Onboarding all versions