Curriculum Design - SAP SuccessFactors Onboarding - SuccessLabs Academy
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Curriculum Design - SAP SuccessFactors Onboarding - SuccessLabs Academy

 

Bootcamp / Workshop 2025 Topics for SAP SuccessFactors Onboarding

 
SAP SuccessFactors Onboarding curriculum - 2 hours of theory and 2 hours of hands-on activity per day:
Day
Theory (2 hours)
Hands-on Activity (2 hours)
1
- Functionality of SAP SuccessFactors Onboarding - Steps in the Onboarding process, Data privacy management, Purge requests for Onboarding data
- Create and manage purge requests, Navigate the Onboarding interface, Explore data privacy settings
2
- Activating Onboarding in Provisioning, Setting up Document Management features, Scheduling required jobs
- Activate Onboarding in a test environment, Set up Document Management, Schedule and run required jobs
3
- Role-based permissions for Onboarding, Preconfigured and custom permissions
- Assign permissions for consultants and administrators, Set up permissions for Onboarding tasks, Configure new hire permissions
4
- Initiating new hire Onboarding process, Adding new hires to Onboarding
- Initiate Onboarding from Recruiting, Add a new hire directly into Onboarding, Configure access permissions for direct entry
5
- Onboarding Data Model overview, HRIS fields in data collection, Custom HRIS fields
- Select and configure HRIS fields, Use the External User Visibility Tool, Create and define custom HRIS fields
6
- Creating Onboarding programs, Responsible groups for tasks, Central orientation meetings
- Create responsible groups, Design Onboarding programs and tasks, Schedule central orientation meetings
7
- Compliance forms in Onboarding, E-Verify integration, Compliance Form Builder
- Enable and configure compliance forms, Set up E-Verify, Create custom compliance forms
8
- Additional Data Collection step, Custom MDF Objects, UI creation for Custom MDF Objects
- Create Custom MDF Objects, Design UIs for Custom MDF Objects, Configure visibility for new hires
9
- Document templates, e-Signature tools (SAP and DocuSign)
- Create document templates, Set up SAP e-Signature, Configure DocuSign integration
10
- Email Services in Onboarding, Email templates and notifications, Custom tokens and business rules
- Set up Email Services, Create and manage email templates, Configure business rules for emails
11
- Rehire process, Canceling Onboarding processes, No-Show events
- Configure rehire verification, Practice canceling Onboarding processes, Trigger and manage No-Show events
12
- Process Variant Manager, Custom processes and business rules
- Create custom processes, Define business rules for process variants, Test different process scenarios
13
- Internal hire process, Configuring notifications for internal hires
- Set up internal hire process, Define conditions for internal hire initiation, Configure internal hire notifications
14
- SAP SuccessFactors Home Page customization, Custom cards for Onboarding
- Create custom cards for document viewing, Design cards for new hire profile completion, Customize Home Page for Onboarding
15
- Restarting Onboarding processes, Data retention during restarts
- Configure manual and automatic restarts, Set up business rules for restarts, Manage data retention during restarts
16
- Offboarding process, Terminating employees
- Enable and configure offboarding, Create offboarding programs, Set up business rules for offboarding
17
- Onboarding integrations overview, Integration with Recruiting, Learning, and Employee Central
- Set up integration with Recruiting, Configure Learning course assignments, Explore Employee Central integration
18
- External HRIS and ATS integrations, Onboarding Guided Experience, SAP Identity Authentication Service
- Simulate external HRIS integration, Configure Onboarding Guided Experience, Set up SAP Identity Authentication Service
19
- Story Reports for Onboarding, Permissions for reporting
- Activate Story Reports, Create Onboarding reports, Analyze Onboarding data
 
 
 
 

Aspirational Curriculum for SAP SuccessFactors Onboarding :

Note : It gets updated in every release , as per Industry trends, Business Demand . Feedback is encouraged if any topic to be added to it.
 
Introducing SAP SuccessFactors Onboarding
  • Describe the functionality of SAP SuccessFactors Onboarding
  • Identify the steps in the SAP SuccessFactors Onboarding process
  • Describe how data privacy is managed in SAP SuccessFactors Onboarding
  • Create purge requests for SAP SuccessFactors Onboarding data
 
Enabling and Configuring SAP SuccessFactors Onboarding in Provisioning
  • Activate SAP SuccessFactors Onboarding in Provisioning
  • Activate and Set Up Additional Features for Document Management
  • Schedule required jobs in Provisioning for SAP SuccessFactors Onboarding
 
Assigning Role-Based Permissions in SAP SuccessFactors Onboarding
  • Assign the permissions for SAP SuccessFactors Onboarding consultants and administrators
  • Assign the permissions for SAP SuccessFactors Onboarding tasks
  • Identify the preconfigured permissions and assign more permissions for new hires
 
Initiating the New Hire Onboarding Process
  • Initiate the new hire onboarding process from SAP SuccessFactors Recruiting
  • Assign permissions to grant access to add a new hire directly into SAP SuccessFactors Onboarding
  • Add a new hire to SAP SuccessFactors Onboarding to initiate the onboarding process
 
Defining the SAP SuccessFactors Onboarding Data Model
  • Describe the SAP SuccessFactors Onboarding Data Model
  • Select HRIS fields that will be used during the data collection step of the onboarding process
  • Add more visible data to new hires using the External User Visibility Tool
  • Create and define custom HRIS fields that will be used in the data collection of the onboarding process
 
 
Creating SAP SuccessFactors Onboarding Programs
  • Create responsible groups to assign to onboarding tasks
  • Create onboarding programs and tasks
  • Add and schedule central orientation meetings
 
Activating and Using Compliance Forms
  • Identify the available compliance forms in SAP SuccessFactors Onboarding
  • Assign permissions for compliance settings to the SAP SuccessFactors Onboarding administrator
  • Enable the available compliance forms in SAP SuccessFactors Onboarding
  • Enable E-Verify in SAP SuccessFactors Onboarding
  • Add more compliance forms into the SAP SuccessFactors Onboarding system using the Compliance Form Builder
 
Creating Custom MDF Objects for Additional Data Collection
  • Describe the Additional Data Collection step in the onboarding process
  • Create Custom MDF Objects for the Additional Data Collection step in the onboarding process
  • Create UIs for Custom MDF Objects
  • Define the visibility of custom MDF objects to new hires during the Additional Data Collection step
 
Creating Document Templates and Using e-Signature Tools
  • Create a document template to be generated in the Document Flow step of the onboarding process
  • Preview new hire data mapped to a document before it is generated in the Document Flow step
  • Enable and set up SAP SuccessFactors e-Signature
  • Enable and set up DocuSign
 
Using Email Services
  • Access Email Services in SAP SuccessFactors Onboarding
  • Add preconfigured email templates for SAP SuccessFactors Onboarding
  • Manage email notification settings
  • Create email templates in Email Services
  • Define business rules for email templates
  • Create custom tokens for email subjects and message content
  • Track all email notifications sent by the system
 
Managing the Rehire Process
  • Describe the rehire function in the onboarding process
  • Differentiate between old employment and new employment in the rehire function
  • Select the data that rehire checks use to search matching inactive employee records
  • Assign the rehire verification task to a responsible user
 
Canceling Onboarding Processes and Triggering No-Show Events
  • Cancel an onboarding process
  • Trigger a No-Show event for a new hire
 
Customizing the Onboarding Process Using Process Variant Manager
 
  • Create custom processes using Process Variant Manager
  • Create and define business rules for triggering the correct process variant
 
 
Using the Internal Hire Process
  • Describe the internal hire process
  • Define conditions for initiating the internal hire process
  • Assign Onboarding tasks to future managers
  • Configure notifications for internal hire process
 
Managing SAP SuccessFactors Home Page for Onboarding
  • Identify different SAP SuccessFactors home page cards
  • Create a custom card for viewing generated onboarding documents
  • Create a custom card for completing a new hire profile in SAP SuccessFactors
 
 
Restarting Onboarding Processes
  • Trigger an onboarding process restart manually
  • Assign permissions for triggering a restart for onboarding processes
  • Define a business rule to trigger an automatic onboarding process restart based on a condition
  • Trigger an onboarding restart when data is modified from SAP SuccessFactors Recruiting
  • Retain data captured in SAP SuccessFactors Onboarding after a restart is triggered
  • Manage email notifications when a restart is triggered
 
 
Offboarding and Terminating Employees
  • Describe the offboarding process
  • Initiate the offboarding process in SAP SuccessFactors Employee Central
  • Enable the offboarding process
  • Assign permissions for the offboarding process
  • Create and define business rules for the offboarding process
  • Create offboarding programs
  • Create and define business rules for selecting offboarding programs
 
Describing SAP SuccessFactors Onboarding Integrations
  • Integrate SAP SuccessFactors Onboarding and SAP SuccessFactors Recruiting
  • Connect SAP SuccessFactors Onboarding with SAP SuccessFactors Learning to assign courses to new hires
  • Describe the use of SAP SuccessFactors Employee Central in SAP SuccessFactors Onboarding
  • Identify additional SAP SuccessFactors Employee Central features that can be used in SAP SuccessFactors Onboarding
  • Describe how the integration of an external HRIS works with SAP SuccessFactors Onboarding
  • Describe how the integration of an external ATS works with SAP SuccessFactors Onboarding
  • Describe the Onboarding Guided Experience for new hires when using SAP SuccessFactors Work Zone
  • Describe the use of SAP Identity Authentication Service (IAS) in SAP SuccessFactors Onboarding
 
Creating SAP SuccessFactors Onboarding Reports
  • Activate Story Reports for SAP SuccessFactors Onboarding
  • Identify permissions for creating Story Reports
  • Create Story Reports with SAP SuccessFactors Onboarding data