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SuccessFactors Onboarding 2.0
SuccessFactors Onboarding 2.0
AspireHR's OpenMic
SAP HCM, SuccessFactors, and More
from AspireHR www.aspirehr.com
Onboarding 2.0 is almost here and its likely you have a good understanding at this point how this product is
maturing and how it will function. So, let’s take a peek at some of the functionality proposed in the Hiring
Manager Experience. Below is a list of the prominent steps that deliver a new experience that streamlines the
hiring manager effort during onboarding.
New-Hire Notification
Preparing for the New Team Member
Creating a Welcome Message
Assign a Buddy
Recommend People
Schedule Meeting
Bulk Completion of Onboarding Tasks
Requesting Equipment
Recommend Links
Prepare for Day 1
Where to Go
Set Goals
New-Hire Notification
The Hiring Manager receives a notification about the new hire starting, including the Onboarding tasks that
require completion. They can select the “Onboard New Team Members” tile from the “My Team” section to open
the Onboarding Dashboard and track onboarding progress or perform onboarding activities.
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The Hiring Manager can also use the “Prepare for New Team Members” tile from the To-Do section to track
onboarding progress and perform onboarding tasks.
The example below shows the task “Write a Welcome Message”. A task can be completed by selecting the “Start”
button and the system will present the opportunity to complete the task in this case, write the Welcome Message.
Tasks can also be assigned to other users/roles through Role-Based Permissions.
Assign a Buddy
The Hiring Manager can also assign a buddy to the new hire. This will show up on a new tile when the new-hire
logs in. You will be required to place a comment or reason for choosing the buddy but also have an option to send
a personal note to the buddy. You can also choose from suggestions or search for a specific employee.
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Very similar to the Assign Buddy task, you can recommend other employees as additional resources for the new
hire using the Recommend People task. You can choose from suggestions or search for a specific employee. Once
you have identified employees, you also have the ability to send a personal note. A comment/reason is specified
for the recommendation.
Schedule Meeting
You can schedule meetings for a new hire using the Schedule Meetings task. The default selected participant will
be the user, but you can add more participants to a meeting.
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A single Onboarding task can be completed for multiple new hires. Once the task is started you will be prompted
to select the new hires that you want to perform the task against. The example here shows the Schedule Meetings
task that can be performed/completed for multiple new hires assigned to the same hiring manager. This can
streamline hiring manager task completion.
Requesting Equipment
The Request Equipment task allows a hiring manager to request specific equipment that will be assigned to the
new hire. Multiple items can be requested using multiple Request Equipment tasks. There will be an API available
behind the equipment request task that allows for downstream integration to ordering or provisioning systems.
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Recommend Links
Recommended Links can be identified by a hiring manager to ensure a new hire is notified of specific web
resources he/she may need to focus on during onboarding. The Recommended Links appear as one of the
Onboarding tiles on the new hire’s homepage.
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The Prepare for Day One task can be configured to provide a list of recommended items for the new hire. It is
mandatory for the hiring manager to provide additional notes for the new hire.
Where to Go
The office/work location for a new hire is identified using the Where to Go task. It is also mandatory for the hiring
manager to provide additional notes for the new hire like instructions on where to park in the office building or
transportation options.
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Where to Go task
Set Goals
With the integration of Goal Management, a hiring manager can set goals for the 30-60-90-day goal plan of a new
hire. This goal plan has to be set up in Goal Management for this Set Goals task to function.
The planned Global Availability is the end of 2019. Be aware that the availability of any published features or
capabilities can change at any time prior to the official Global Availability release.
Below is a feature comparison between Onboarding 1.0 and Onboarding 2.0. Keep in mind that the features made
available in the Global Availability release may vary.
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