📖 About this Domain
The Email Services domain details the configuration and administration of system email notifications in the SAP SuccessFactors HXM Suite. It covers the technical setup of mail servers and the management of automated communications for system events.
🎓 What You Will Learn
- You will learn to configure SMTP settings and mail server parameters in both Provisioning and Admin Center.
- You will learn to manage and customize email notification templates using supported tokens for dynamic content.
- You will learn the purpose and configuration of features like Single Sender, Single Recipient, and bounce management.
- You will learn to troubleshoot email delivery issues, including analyzing mail logs and handling undeliverable notifications.
🛠️ Skills You Will Build
- You will build the skill to implement and validate the mail server setup for the entire instance.
- You will build proficiency in modifying system email templates to meet specific business and localization requirements.
- You will build the ability to diagnose and resolve common email notification failures and delivery errors.
- You will build competence in configuring advanced email features to control sender addresses and recipient lists.
💡 Top Tips to Prepare
- Focus on the distinction between email configurations available in Provisioning versus those in Admin Center.
- Memorize the syntax and application of common tokens used within email notification templates.
- Thoroughly review the implementation guide sections on Single Sender, Single Recipient, and bounce management logic.
- Practice troubleshooting scenarios by understanding the end-to-end email sending process and potential failure points.
📖 About this Domain
This domain covers the configuration of the SAP SuccessFactors Onboarding module. It focuses on the end-to-end process flow, from data collection and compliance to integration with other modules. You will manage the new hire experience through system setup and process design.
🎓 What You Will Learn
- You will learn to configure the onboarding process steps, including new hire data review, personal data collection, and document flow.
- You will learn how to manage data integration between Recruiting Management (RCM), Onboarding, and Employee Central (EC) using the data model.
- You will learn the setup of compliance forms, e-signatures, and document templates to meet legal requirements.
- You will learn to configure offboarding and crossboarding processes to manage internal and external employee transitions.
🛠️ Skills You Will Build
- You will build the skill to design and implement process variants for different onboarding scenarios.
- You will build proficiency in configuring business rules to automate tasks, notifications, and data validation.
- You will build the ability to manage security and permissions using Role-Based Permissions (RBP) for onboarding tasks.
- You will build troubleshooting skills for common issues related to data synchronization and process step failures.
💡 Top Tips to Prepare
- Master the data mapping between RCM, Onboarding, and EC objects to ensure seamless data flow.
- Practice configuring process variants and custom data collection objects in a test instance.
- Focus on the configuration of compliance settings and document management features.
- Understand how business rules are used to trigger different actions and validations throughout the onboarding process.
📖 About this Domain
This domain covers the configuration and management of Onboarding programs within the SAP SuccessFactors suite. It focuses on setting up process variants, custom data collection, and integrating with Employee Central for a seamless new hire experience.
🎓 What You Will Learn
- You will learn to configure Onboarding programs and process variants to cater to different hiring requirements.
- You will understand how to set up custom data collection and manage new hire tasks within the Onboarding dashboard.
- You will learn to configure document management, including e-signatures and compliance forms, using Document Generation.
- You will understand the integration points between Onboarding, Recruiting Management, and Employee Central.
🛠️ Skills You Will Build
- You will build the skill to design and implement end-to-end Onboarding processes using the Process Variant Manager.
- You will gain proficiency in configuring business rules to automate data flow and process steps for new hires.
- You will develop the ability to manage compliance requirements by configuring country-specific forms and data collection objects.
- You will build skills in troubleshooting data integration issues between Onboarding and Employee Central using MDF objects.
💡 Top Tips to Prepare
- Focus on the Process Variant Manager and how it controls the steps and tasks for different onboarding journeys.
- Master the configuration of MDF objects for custom data collection and their mapping to Employee Central fields.
- Practice configuring business rules for scenarios like task assignment and data validation during the new hire data review step.
- Understand the sequence of data flow from Recruiting to Onboarding and to Employee Central, including the Recruit-to-Hire data mapping.
📖 About this Domain
The Offboarding Process domain covers the configuration of employee termination workflows in SAP SuccessFactors Onboarding. It focuses on automating exit tasks, managing data, and integrating with Employee Central to ensure a compliant and efficient employee exit.
🎓 What You Will Learn
- Configure Offboarding programs and process variants for different termination scenarios.
- Create and assign tasks, knowledge transfer plans, and email notifications for the exit process.
- Manage data retention and purge rules for offboarded employees using Data Retention Time Management (DRTM).
- Understand how the termination event in Employee Central initiates the Offboarding process.
🛠️ Skills You Will Build
- Automating the employee exit lifecycle using Offboarding process flows and business rules.
- Configuring system compliance with data privacy regulations through DRTM purge requests.
- Utilizing Admin Center to manage Offboarding settings, permissions, and notification templates.
- Troubleshooting data synchronization and workflow issues between Employee Central and Onboarding.
💡 Top Tips to Prepare
- Master the use of business rules to control task assignment and process flow logic in offboarding.
- Study the specific event triggers in Employee Central that initiate the offboarding process.
- Practice configuring DRTM purge objects and rules specific to offboarded employee data.
- Memorize the key Role-Based Permissions (RBP) required for offboarding administrators and participants.
📖 About this Domain
This domain covers the configuration of Role-Based Permissions (RBP) to secure the SAP SuccessFactors Onboarding module. It focuses on granting appropriate access to onboarding tasks, data, and functionalities for various user groups like new hires, managers, and HR administrators.
🎓 What You Will Learn
- You will learn to configure permission groups and roles tailored for onboarding participants like managers, new hires, and onboarding administrators.
- You will learn to assign specific RBP settings for accessing Onboarding dashboards, tasks, and new hire data objects.
- You will learn to differentiate and manage permissions for internal and external users within the Onboarding process flow.
- You will learn to troubleshoot common permission issues by validating granted roles against target populations in the RBP framework.
🛠️ Skills You Will Build
- You will build the skill to configure granular permissions for Onboarding data objects and functionalities using the RBP framework.
- You will build the ability to create and manage dynamic and static permission groups for different onboarding stakeholders.
- You will build the competence to troubleshoot and resolve access-denied errors for users interacting with the Onboarding module.
💡 Top Tips to Prepare
- Practice creating permission roles from scratch for a new hire, a hiring manager, and an HR admin in a test instance.
- Master the distinction between granted user populations and target user populations as it is a critical RBP concept.
- Utilize the 'View User Permission' tool to validate and check the permissions you have configured for different test users.
- Review the Onboarding-specific permission categories under 'Manage Permission Roles' to understand all available security controls.
📖 About this Domain
This domain covers the Metadata Framework (MDF) object structure for SAP SuccessFactors Onboarding and Offboarding. It focuses on the configuration of key objects like Process, OnboardingProcess, and their interdependencies. Understanding this data model is critical for customizing process flows.
🎓 What You Will Learn
- You will learn to configure the Process object and its variants to define distinct onboarding and offboarding workflows.
- You will understand the specific attributes and associations of the OnboardingProcess and OffboardingProcess MDF objects.
- You will learn the data propagation mechanisms between Recruiting, Onboarding, and Employee Central objects.
- You will identify the relationships between ProcessTrigger, ProcessVariant, and the core process objects.
🛠️ Skills You Will Build
- You will build skills in configuring custom MDF objects and fields to extend the standard onboarding data model.
- You will build the ability to implement business rules to automate data validation and process flow within the object model.
- You will build the skill to design end-to-end process flows by correctly associating and configuring the required MDF objects.
- You will build the skill to troubleshoot data integration issues by analyzing object definitions and data payloads.
💡 Top Tips to Prepare
- Gain hands-on experience with the Configure Object Definitions tool to explore the Onboarding object structure.
- Utilize the Integration Center to understand how data maps between different process objects.
- Practice creating business rules that trigger on save or on change for the OnboardingProcess object.
- Review the official SAP Onboarding implementation guide for detailed object model diagrams and field descriptions.
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