Onboarding 2.0 Overview

Purpose of the Lecture

• Understand the high-level process of Onboarding 2.0 offered by SAP.
• Provide a broad understanding before diving into detailed training sessions.

Key Terminologies

• Provisioning Instance: Platform for configuration and setup.
• Initiate Onboarding: Starting the onboarding process.
• New Hire Data Review: Validation of candidate information.

Prerequisites for Onboarding 2.0

• Employee Central (EC): Essential for the full onboarding experience.
• RCM (Recruiting Management): Optional but recommended.
• Additional Preparations: Attachment management, intelligence services, effective data platform settings.

Standard Onboarding Process

1. RCM to Onboarding: Process starts when the candidate accepts the offer and is marked ready to hire.
2. Onboarding Period: Time between offer acceptance and joining date (e.g., September 1 to December 1).
3. Role Allocation: Tasks assigned to recruiters, HR admin, onboarding admin, etc.
4. Review New Hire Step: Validate data from recruitment to onboarding.
5. Parallel Tasks: Notifications and tasks for both the candidate and hiring manager.
6. Data Collection Steps: Personal data and additional onboarding data.
7. Form Generation and E-Signature: Standard and custom forms, e-signature requirements, and compliance.
8. Manage Pending Hire (MPH): Final verification and employee creation in Employee Central.

Internal Hire Process (Cross Boarding)

• Initiation: Through EC or RCM for internal promotions or transfers.
• Process: Remains largely the same but does not involve manage pending hire (MPH) process.
• Job Information Update: Job records automatically updated instead of generating new hires.

Process Variants

• Customization: Country-specific process variants possible, but no additional custom steps within a variant.
• Example: Different processes for US, UK, India, etc.
• Default Variant: Comes with standard onboarding settings.

Task Management for Hiring Managers

• Onboarding Dashboard: Overview of tasks and status.
• Standard Tasks: Welcome message, buddy assignment, equipment requests, prep for day one, etc.
• Task Flexibility: Tasks can be assigned to various team members or categorized by department (e.g., IT tasks).

Candidate Experience

• Notification: Email notifications for tasks and updates.
• Onboarding Portal: Centralized portal for managing tasks and data collection.
• Steps: Data collection, additional data collection, document signing, task completion.

Compliance

• Country-Specific Forms: Available for the US, UK, Australia, New Zealand, and Canada.
• Limitations: Currently only five countries supported.

Restarting the Process

• Reasons: Change in the start date, errors in data, etc.
• Manual and Automatic: Restart can be triggered manually or via business rules.
• Impact: Restarts from the beginning; already entered data may still be saved.

Rehire and Data Privacy

• Rehire Process: Options for previous employees, managing new vs old employment.
• Data Privacy: Regulations for data retention, deletion of onboarding data once moved to EC.

Off-boarding Process

• Steps: Asset return, account termination, knowledge transfer tasks.
• Similar to Onboarding: Follows a structured process with predefined tasks.

Conclusion

• Upcoming Training: In-depth configuration, permissions, and other details to be covered.