SuccessFactors Onboarding 2.0 – Prepare for Day One Configuration

SuccessFactors Onboarding 2.0 – Prepare for Day One Configuration

SuccessFactors Onboarding 2.0 – Prepare for Day One Configuration

In this blog we are going to discuss the basic configuration steps for SuccessFactors Onboarding 2.0 – Prepare for Day One. For the Onboardee this particular functionality defines what to bring on the first day of employment like Experience Certificate, Degree Certificate, Photo ID etc.

Let’s start the configuration:

Step 1: Add “New Hire Task” in the “Process Variant Manager”. Admin Center –> Process Variant Manager.

Step 2: Enable the Permission “Configuration for Prepare for Day One Task” for doing the configuration. Admin Center –> Manage Permission Roles

Step 3:  Prepare the “Prepare for day one lists”. Sample given below. Admin Center à Manage Onboarding 2.0 and Offboarding 2.0 Tasks & then Task Settings –> Prepare for day one lists.

For Default List 4 items have been configured.

Step 4: Set Up Business rule to assign the relevant list. Sample Rule given below. In the business rule we can add different conditions. Like for Company “XYZ” Candidate needs to bring 4 items for another company “ABC”5 items and so on. Also configured Onboarding data model can be used to add different conditions.

Admin Center –> Configure Business

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