SAP Knowledge Base Article - Public

3605272 - [Onboarding] How to set an Ineffective Custom New Hire Data Review Template in SAP SuccessFactors Onboarding

Symptom

  • Custom New Hire Data Review (NHDR) template is not being applied as expected during Onboarding initiation.
  • No errors are displayed, but the default template is triggered instead of the configured custom one.

Environment

SAP SuccessFactors Onboarding 2.0

Reproducing the Issue

  1. Navigate to Admin Center > Manage Data
  2. Open the Hire Template object and verify the custom template was created
  3. Navigate to Admin Center > Configure Business Rules and confirm the rule assigning the template is active
  4. Navigate to Admin Center > Manage Data > Onboarding Configuration and confirm the rule is linked under “Rule for New Hire Data Review Template”
  5. Initiate Onboarding manually for a candidate
  6. Observe that the NHDR does not reflect the expected custom template

Cause

The hire template was incorrectly set to “Onboarding New Hire”, which is used for Personal Data Collection (PDC). For New Hire Data Review, the correct template type must be “Onboarding Manager.”

Resolution

  1. Navigate to Admin Center > Manage Data > Hire Template Model
  2. Locate the relevant custom NHDR template
  3. Change the Template Type from Onboarding New Hire to Onboarding Manager
  4. Ensure the business rule correctly references the updated template
  5. Re-initiate Onboarding to verify correct application of the template

See Also

Configuring Hire Template for New Hire Data Review | SAP Help Portal

Keywords

SAP SuccessFactors, Onboarding, New Hire Data Review, NHDR, Custom Template, Template Type, Onboarding Manager, Onboarding New Hire, Business Rule, Hire Template Model,OBX. , KBA , LOD-SF-OBX-NHR , Onboardee Data Review , How To

Product

SAP SuccessFactors Onboarding 2505