The integration between SAP SuccessFactors and Qualtrics is designed to capture employee experiences at key lifecycle moments. The SuccessFactors Onboarding and Offboarding modules act as the source of operational data and the trigger for the surveys. When a relevant event occurs (e.g., a new hire completes onboarding, an employee's termination is processed), SuccessFactors sends an event to Qualtrics. The Qualtrics platform then manages the entire survey process, which includes distributing the appropriate survey, collecting the responses directly from the employee, and providing the analytical dashboards and reports to analyze the feedback.

B. Onboarding collects the new hire experiences and Qualtrics reports the results: The SAP SuccessFactors Onboarding module triggers the survey but does not collect the actual survey responses; collection is handled by Qualtrics.

C. Offboarding collects the exit survey information and Qualtrics reports the results: The SAP SuccessFactors Offboarding module triggers the survey but does not collect the feedback; this is the role of the Qualtrics platform.

1. SAP Help Portal

Integrating SAP SuccessFactors with Qualtrics

Document Version: 1H 2024.

In the section "Employee Lifecycle Projects

" it states

"SAP SuccessFactors Employee Central acts as the system of record for employee data and events. It sends employee data and event information to Qualtrics. Qualtrics uses this information to trigger surveys at key moments in the employee lifecycle..." This confirms SuccessFactors is the trigger

while Qualtrics manages the survey. The guide details both "New Hire Experience" (Onboarding) and "Employee Exit" (Offboarding) projects where Qualtrics collects and analyzes the data.

2. SAP Help Portal

Implementing Onboarding

Document Version: 1H 2024.

In the section "How to Set Up Qualtrics Integration with Onboarding

" the process describes using Intelligent Services Center in SuccessFactors to publish events like "Employee Hire" or "Onboarding Process Completion." These events trigger the survey in Qualtrics

clarifying that Onboarding's role is to initiate the process

not to collect the data.

SAP SuccessFactors Onboarding is designed to automate and enhance the new hire experience. Its core capabilities include guiding new hires through a step-by-step process to collect essential personal information, which is then used to populate their employee profile (E). A fundamental feature is the ability to generate necessary employment documents, such as contracts and policy forms, and facilitate their completion through integrated electronic signature capabilities (D). The solution also supports various hiring scenarios, including internal transfers (crossboarding), and can be integrated with external HRIS or third-party applications to ensure seamless data flow throughout the process (B).

A. Global reassignment of employees: This is a core workforce administration process managed directly within SAP SuccessFactors Employee Central, not a primary feature of the Onboarding module.

C. Management of contingent workers: While Onboarding can be used for the initial onboarding of contingent workers, their lifecycle management is typically handled by SAP Fieldglass or a dedicated Vendor Management System (VMS).

1. SAP Help Portal

"What Is SAP SuccessFactors Onboarding?": This official documentation outlines the key features. It states

"With SAP SuccessFactors Onboarding

you can guide new hires

rehires

and internal transfers... Collect new hire data

generate documents

and gather e-signatures... Integrate with SAP SuccessFactors Recruiting

Employee Central

and third-party applications." This directly supports options D and E and the integration aspect of option B.

2. SAP Learning

Course THR97: SAP SuccessFactors Onboarding: The official certification course material details the functionalities.

Unit 4: Document Management explicitly covers "Document Generation" and "E-Signature Integration

" validating option D.

Unit 3: Onboarding Process and Data Collection details the "New Hire Data Review" and "Personal Data Collection" steps

confirming option E.

3. SAP Help Portal

"Integration Scenarios for Onboarding": This section of the Onboarding implementation guide details how the module integrates with both internal SAP SuccessFactors modules and external systems. It describes the OData APIs available for third-party integrations

which can be leveraged for various processes

including internal hires

thus supporting option B.

Configuring the global assignment process in SAP SuccessFactors Onboarding involves several distinct steps. First, the feature must be explicitly activated within the module's settings by enabling "Global Assignment" in Onboarding General Settings. Second, the trigger mechanism must be established. This is achieved by creating a business rule with the specific "Trigger Onboarding for Global Assignment" scenario, which is then associated with the Job Information object in Employee Central. Finally, to ensure proper communication, the dedicated email template, "(ONB) Global Assignment User Welcome Message Trigger," must be enabled in Email Services to notify the employee.

A. The business rule that triggers the Onboarding process for a global assignment is associated with the Job Information object in Employee Central, not the DEFAULTONB2CONFIG object.

C. The Context Switcher is a general platform feature for users with multiple employments. While essential for the end-user experience, it is not a direct configuration step for the Onboarding process itself.

1. SAP Help Portal

SAP SuccessFactors Onboarding

"Configuring Global Assignment in Onboarding": This official guide outlines the necessary steps. It explicitly states as a prerequisite: "Enable Global Assignment from Admin Center > Onboarding General Settings." This supports option E.

2. SAP Help Portal

SAP SuccessFactors Onboarding

"Configuring Global Assignment in Onboarding": The same guide details the creation of the business rule: "Create a business rule with the scenario Trigger Onboarding for Global Assignment." This directly supports option D.

3. SAP Help Portal

SAP SuccessFactors Onboarding

"Configuring Global Assignment in Onboarding": This document also lists the required email template activation: "Enable the (ONB) Global Assignment User Welcome Message Trigger email template in Email Services." This supports option B.

4. SAP Help Portal

Implementing Employee Central Core

"Global Assignments": This guide details the business rule configuration

confirming that the rule is set on the jobInfo HRIS element (Job Information) to trigger upon the creation of a global assignment record

which invalidates option A.

To make a custom Metadata Framework (MDF) object available for the Custom Data Collection step in SAP SuccessFactors Onboarding, the configuration must be done within the object's definition. The administrator navigates to "Configure Object Definitions" to edit the custom object. A specific association must be created from the custom object to the ONB2DataCollectionUserConfig object. This association links the custom object to the Onboarding process, enabling it to be selected and used for collecting additional data from new hires.

A. Go to Admin Center > Configure Business Rules > Activate Rule ONB2CustomDataCollectionCheck: This business rule is used for validating the data entered into the custom objects during the collection step, not for making the object itself available for collection.

C. Go to Admin Center > Manage Permission Roles > Metadata Framework: This area is used to grant users (like administrators or new hires) permission to view or edit the custom object's data, which is a separate, subsequent step to the initial configuration.

D. Go to Admin Center > Manage Business Configuration: This tool is primarily used for configuring the XML-based Succession Data Model (HRIS elements), not for defining or configuring custom MDF objects.

1. SAP SuccessFactors Onboarding Implementation Guide: "Implementing with SAP SuccessFactors Onboarding"

Document Version: 2H 2023. In the section "Configuring Custom MDF Objects for Custom Data Collection"

the guide states

"To configure a custom MDF object for custom data collection

you need to create an association from your custom object to the ONB2DataCollectionUserConfig object. You do this in Admin Center > Configure Object Definitions." (Reference path: Home > Configuring Onboarding > Configuring Custom Data Collection > Configuring Custom MDF Objects for Custom Data Collection).

2. SAP Help Portal: "Configuring Custom MDF Objects for Custom Data Collection". This official documentation outlines the prerequisite steps

which explicitly start with navigating to Admin Center > Configure Object Definitions to create the necessary association. (See section: "Procedure"

Step 1).

To successfully initiate the Onboarding process from SAP SuccessFactors Recruiting Management (RCM), the candidate's job application must be in a status that is configured under the "Hireable" status category. This system category acts as a prerequisite, signifying that the candidate has been vetted and is ready to proceed to the hiring stages. When a candidate is in a "Hireable" status, the "Initiate Onboarding" action becomes available to authorized users, allowing the transfer of candidate data from Recruiting to the Onboarding module to begin the necessary paperwork and compliance tasks.

A. Hired: The "Hired" status category is typically used after the Onboarding process is complete and the candidate is ready to be converted into an employee record in Employee Central. Initiating Onboarding from this status is too late in the standard process flow.

B. None: The initiation of Onboarding is a controlled process that requires the candidate to be in a specific, pre-configured status within the recruitment pipeline. It cannot be triggered from an arbitrary or null status.

D. Initiate Onboarding: "Initiate Onboarding" is the name of the action taken by a recruiter or a potential name for a pipeline status. It is not the underlying system status type or category that the system requires to enable this action.

1. SAP Help Portal

Implementing and Managing Recruiting

"Job Application Status Settings": This official guide details the configuration of job application statuses and their mapping to system status categories. It explains that the "Hireable" category is intended for statuses where a candidate is considered ready for hire

which is the trigger point for processes like Onboarding. (Reference: SAP SuccessFactors Recruiting Management Documentation

section on Application Status Configuration).

2. SAP Help Portal

Implementing Onboarding

"Setting Up the Integration with SAP SuccessFactors Recruiting": This documentation outlines the integration prerequisites between the modules. It implicitly confirms that the Onboarding process is triggered for candidates who have reached the "Ready to Hire" stage in the recruiting pipeline

which corresponds to the "Hireable" status category. (Reference: SAP SuccessFactors Onboarding Documentation

section on RCM-ONB Integration Setup).