SuccessFactors Onboarding Training

SuccessFactors Onboarding Training

Training for Administration in SuccessFactors Onboarding

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This half day training course will introduce attendees to the Onboarding module, which is part of the SAP SuccessFactors HCM Suite. Through hands-on experience learners will practice how to navigate the portal pages, as well as gain an understanding about the Onboarding roles and processes. The training will also look in detail at security setup, reference files, administration reports and notification.

By the end of the session you will appreciate the value of Onboarding with an easy, automatic and personal system like SuccessFactors – by reducing ramp time and improving first-year retention.

Please note is it essential that you pass the SuccessFactors Foundation course (or have equivalent experience) before attending this course.

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SuccessFactors Onboarding Content:

Duration: 0.5 day

The Onboarding training will cover the following topics:

Getting Started

  • Onboarding Overview
  • Navigating the Onboarding Module
  • Search Work Queue
  • Add a New Hire
  • Workshop – Adding a New Hire

Managing Permissions

  • Role-Based Permissions
  • Onboarding Groups and Roles
  • User and Security Sync
  • Workshop – Creating Users and Groups

Corporate Structure

  • Why is Corporate Structure Needed?
  • Corporate Structure Creation

Data Dictionary

  • Components of the Data Dictionary
  • Manage the Data Dictionary
  • Workshop – Working with the Data Dictionary

Drop-Down Lists

  • Data and Provisioning Lists
  • Managing SuccessFactors HCM Picklists
  • Workshop – Creating a Picklist

PDF Forms

  • PDF Forms
  • Workshop – Creating a PDF Form


  • What are Panels?
  • Modifying Panels
  • Create a Custom Panel
  • Workshop – Creating Panels


  • Notifications in Onboarding
  • Workshop – Creating Notifications

Hiring Manager Activities

  • Hiring Manager Activities
  • Workshop – Configure Workflow for Furnish Equipment Activity

Employee Portal

  • Working with the Employee Portal

Reporting and Documents

  • Document Center
  • Onboarding Reports
  • Admin Reports
  • Workshop – Creating Reports

SuccessFactors Onboarding Goals:

By the end of the session attendees should be able to:

  • Navigate the Onboarding Module.
  • Understand how to configure and associate Picklists to fields in Onboarding.
  • Understand manage and assign Security to users.
  • Create and maintain notifications.
  • Maintain PDF Forms.
  • Create and maintain keys within the Data Dictionary.
  • Configure and manage panels.
  • Configure the Hiring Manager activities.
  • Maintain the Employee Portal

SuccessFactors Onboarding Prerequisites:

Delegates need to have completed the SuccessFactors Foundation course before beginning this Onboarding course.

SuccessFactors Onboarding Audience:

This course is aimed at SuccessFactors system administrators, who are responsible for onboarding for new employees.

Related offerings:

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For any questions please feel free to contact us.