C_THR97_2411 SAP Certified Associate - Implementation Consultant - SAP SuccessFactors Onboarding Question and Answers

Initiating the Onboarding process in SAP SuccessFactors can be done through manual actions, integrations, or automated triggers, depending on the system configuration and integration setup.

According to the SAP SuccessFactors Onboarding Configuration Guide:

Add a new hire to Onboarding in Admin Center(Option B): Administrators can manually initiate Onboarding by using theAdd New Hire to Onboardingtool in Admin Center, which creates a new onboarding record for the hire.

Initiate Onboarding from an external applicant tracking system(Option C): When integrated, external applicant tracking systems (ATS) can trigger Onboarding by transferring candidate data to SuccessFactors via APIs or middleware, typically when a candidate is marked as hired.

Initiate Onboarding from SAP SuccessFactors Recruiting(Option E): Integration with SAP SuccessFactors Recruiting Management allows Onboarding to be automatically initiated when a candidate is moved to theHiredstatus in the recruiting process.

Option A (Import a CSV file of new hires in Admin Center) is incorrect because there is no direct CSV import option in Admin Center specifically for initiating Onboarding records. Option D (Add a New Employee in Admin Center) is incorrect because adding an employee typically occurs in Employee Central, not as a direct trigger for Onboarding.

Custom tokens in email templates for SAP SuccessFactors Onboarding are used to dynamically insert data (e.g., new hire name, start date) into email notifications. These tokens are configured using specific admin tools in the system.

According to the SAP SuccessFactors Onboarding Implementation Guide:

Email Services(Option B): TheEmail Servicestool in Admin Center allows administrators to create and edit email templates, including adding custom tokens in the subject or body using the format {fieldID}.

Document Generation - Manage Document Template(Option D): This tool enables the creation of document templates that can include custom tokens, which are then referenced in email notifications (e.g., for document links or data).

Document Generation - Manage Document Template Mapping(Option E): This tool is used to map custom tokens to specific fields in MDF objects or other data sources, ensuring the correct data is populated in emails.

Option A (Maintain Onboarding and Offboarding Document Templates) is incorrect because it is used for uploading and managing document templates, not for creating custom tokens in emails. Option C (Configure Business Rules) is incorrect because business rules are used for logic and validation, not for defining email tokens.

Adding a Final Review step in SAP SuccessFactors Onboarding ensures that all collected data is reviewed before completing the process. This step can be configured through specific tools and settings to assign responsibilities and enable the feature.

According to the SAP SuccessFactors Onboarding Implementation Guide:

Add the Final Review step using Process Variant Manager(Option A): TheProcess Variant Managerallows administrators to customize the onboarding process by adding a Final Review step, defining its tasks and sequence within the process flow.

Define a business rule using the Assign Responsible Group for Data Review(Option B): A business rule, configured inConfigure Business Rules, is used to assign the Final Review step to a responsible group (e.g., HR or hiring manager) to ensure the appropriate users review the data.

Enable Final Review in Onboarding General Settings(Option C): The Final Review step must be enabled inOnboarding General Settingsto activate it as part of the onboarding process, allowing it to be included in the process flow.

Option D (Add the task participation configuration business rule to the DEFAULT_ONB2_CONFIG) is incorrect because task participation is managed through specific rules, not theDEFAULT_ONB2_CONFIGobject. Option E (Add the Personal Data Collection step) is incorrect because Personal Data Collection is a separate step, not related to adding a Final Review step.

TheProcess Variant Managerin SAP SuccessFactors Onboarding allows administrators to customize onboarding processes by adding or modifying steps to meet specific organizational needs. These steps are added to the process flow to ensure all required tasks are completed.

According to the SAP SuccessFactors Onboarding Implementation Guide:

Create New Hire Tasks(Option A): This step allows the creation of tasks assigned to new hires, hiring managers, or other stakeholders, such as completing forms or attendingorientation.

Additional Onboarding Data Collection(Option C): This step enables the collection of supplementary data beyond the standard Personal Data Collection, using custom MDF objects or forms.

Compliance Forms(Option E): This step involves adding forms to ensure compliance with legal or organizational requirements, such as tax documents or policy acknowledgments.

Option B (New Employee) is incorrect because it is not a specific step; it refers to the new hire, not a process step. Option D (New Hire Verification) is incorrect because verification is typically part of other steps (e.g., Review New Hire Data) and not a distinct step in the Process Variant Manager.

TheEmployment Profile Selectionpage in SAP SuccessFactors Onboarding allows internal hiresor employees undergoing legal entity transfers to select or confirm their employment profile. Enabling this feature requires specific configurations to trigger the page in the onboarding process.

According to the SAP SuccessFactors Onboarding Implementation Guide:

Create a business rule using Trigger Employment Profile Selection for Internal Hires scenario(Option A): A business rule is created inConfigure Business Ruleswith theTrigger Employment Profile Selection for Internal Hiresscenario to activate the Employment Profile Selection page for relevant users.

Add the business rule to the Onboarding Configuration in Manage Data(Option C): The business rule is added to theONB2Processor related configuration object inManage Datato integrate the Employment Profile Selection page into the onboarding process flow.

Option B (Enable the Employment Profile Selection API) is incorrect because there is no specific API for enabling this page; it is controlled by business rules. Option D (Enable and configure the (ONB) Legal Entity Transfer User Welcome Message Template) is incorrect because the welcome message template is unrelated to enabling the profile selection page.

In SAP SuccessFactors Offboarding, tasks must be assigned to a responsible party to ensure completion. If a responsibility group is not explicitly assigned to an Offboarding task, the system defaults to a predefined role.

According to the SAP SuccessFactors Offboarding Configuration Guide:

The Hiring Manager will be considered as responsible owner(Option D): By default, if no responsibility group is assigned to an Offboarding task, the system assigns it to the hiring manager of the offboardee, as they are typically responsible for overseeing the employee’s exit process.

Option A (HR Manager) is incorrect because HR managers are not the default assignees unless specified. Option B (Onboarding Administrator) is incorrect because administrators manage the process but are not default task owners. Option C (Recruiter) is incorrect because recruiters are involved in hiring, not offboarding tasks.

Creating a custom task for an onboarding program in SAP SuccessFactors Onboarding involves defining a new task structure and associating it with the program. This typically requires using Metadata Framework (MDF) objects to store task-related data.

According to the SAP SuccessFactors Onboarding Implementation Guide:

Create a custom MDF object(Option A): A custom MDF object is created inConfigure Object Definitionsto define the fields and structure of the custom task (e.g., task name, due date, or assignee).

Link the custom MDF object to the custom task(Option B): The custom MDF object is linked to the task in the onboarding program configuration (e.g., viaProcess Variant ManagerorManage Onboarding Programs) to ensure the task is included in the process flow.

Option C (Configure the visibility of the custom MDF object) is incorrect because visibility is configured for data collection steps, not directly for tasks. Option D (Create a UI in Manage Configuration UI) is incorrect because creating a UI is optional for administrative purposes and not required for task creation.

Setting permissions for each type of Offboarding task ensures that the appropriate users (e.g., exiting employee, manager, HR) are assigned to complete specific tasks, maintaining process efficiency and compliance.

According to the SAP SuccessFactors Offboarding Configuration Guide:

To define who completes each offboarding task(Option C): Permissions are configured inManage Permission Rolesto assign specific offboarding tasks (e.g., completing exit surveys, returning assets) to designated roles or users. This ensures that only authorized individuals can access and complete their assigned tasks.

Option A (offboarding activity) is incorrect because “activity” is a broader term, and permissions are set at the task level. Option B (offboarding program) is incorrect because permissions are task-specific, not program-wide. Option D (both offboarding and onboarding tasks) is incorrect because permissions are set separately for onboarding and offboarding tasks, not combined.

Role-based permissions (RBPs) in SAP SuccessFactors Offboarding are specific to tasks unique to the offboarding process, distinguishing them from onboarding or other modules. These permissions ensure that only authorized users can perform offboarding-specific activities.

According to the SAP SuccessFactors Offboarding Configuration Guide:

Knowledge Transfer Plan(Option A): This permission allows users (e.g., managers or HR) to create and manage knowledge transfer plans, a task specific to offboarding to ensure critical knowledge is shared before an employee leaves.

Asset Task(Option D): This permission enables users to manage tasks related to the return of company assets (e.g., laptops, badges), which is a common offboarding activity.

Option B (Document Flow) is incorrect because document flow permissions apply to both onboarding and offboarding for managing document routing and signatures. Option C (Meeting Task) is incorrect because meeting-related tasks are not specific to offboarding and can apply to other modules.

Assigning theReview New Hire Datastep to a hiring manager in SAP SuccessFactors Onboardingrequires configuring permissions and business rules to ensure the manager is responsible for reviewing the new hire’s data.

According to the SAP SuccessFactors Onboarding Implementation Guide:

Set up role-based permissions(Option B): Role-based permissions must be configured inManage Permission Rolesto grant the hiring manager access to theReview New Hire Datatask. This includes permissions likeAccess New Hire DataandUpdate New Hire Data.

Set rule SAP_ONB2_HMReviewCheck to True(Option C): TheSAP_ONB2_HMReviewCheckbusiness rule, configured inConfigure Business Rules, must be set toTrueto assign the Review New Hire Data step to the hiring manager. This rule triggers the task assignment based on the manager’s role.

Option A (Create a custom HRIS element as an MDF object) is incorrect because HRIS elements are not required for assigning this step. Option D (Add an HRIS element in the user data file) is incorrect because user data files are used for data import, not for task assignment.

To configure a custom object for use in Custom Data Collection within SAP SuccessFactors Onboarding, you must define the custom object in the Metadata Framework (MDF). This is done through theConfigure Object Definitionstool in the Admin Center. The process involves creating or modifying a custom MDF object that can be used to store and collect additional data during the Onboarding process.

According to the SAP SuccessFactors Onboarding Implementation Guide, the steps include:

Navigate toAdmin Center > Configure Object Definitions.

Create a new object or edit an existing one to define the fields required for data collection.

Ensure the object is associated with the Onboarding process by linking it to the appropriate data collection step (e.g., Additional Data Collection).

Configure visibility and permissions for the object to ensure it is accessible to relevant users (e.g., new hires or administrators).

Option A (Configure Business Rules) is incorrect because theONB2_CustomDataCollectionCheckrule is used to validate data collected, not to configure the custom object itself. Option C (Manage Permission Roles > Metadata Framework) is related to granting permissions but does not involve configuring the object. Option D (Manage Business Configuration) is used for configuring HRIS elements, not MDF objects for custom data collection.

In SAP SuccessFactors Onboarding, when a new hire is initiated into the system, an email is sent to provide access credentials, including a reset password link for external users (new hires who have not yet become internal employees). This is handled by the(ONB) External User Welcome Message Template, which is specifically designed to communicate with external users during the Onboarding process.

According to the SAP SuccessFactors Onboarding Implementation Guide:

The(ONB) External User Welcome Message Templateis triggered when a new hire is added to the Onboarding process, typically during the initiation phase or when the new hire is moved to theManage Pending Hiresstep. This email includes a link for the new hire to reset their password and access the SuccessFactors system as an external user.

Option A (Welcome Message Notification with Reset Password Support Template) is incorrect because this is not a standard template in Onboarding. Option C ((ONB) New Welcome Message Added Template) does not exist in the system. Option D ((ONB) New Hire Welcome Message) is incorrect because this template is used for general welcome communication, not specifically for password reset links.

SAP SuccessFactors Onboarding includes several predefined business rules that automate and control various aspects of the onboarding process. These rules are configured inConfigure Business Rulesand are critical for standard process execution.

According to the SAP SuccessFactors Onboarding Implementation Guide:

ONB2_PreDay1AccessCheck(Option B): This rule determines whether new hires can access the system before their start date, controlling pre-onboarding tasks and notifications.

ONB2_ProcessClosurePeriodConfig(Option C): This rule defines the period after which an onboarding process is considered closed, automating process completion and archiving.

ONB2_InternalHire_Configuration(Option D): This rule configures settings for internal hires, such as profile selection or data transfer, ensuring proper handling of internal onboarding processes.

Option A (ONB2_Initiate_Offboarding_Configuration) is incorrect because it is not a predefined rule for onboarding; it pertains to offboarding. Option E (ONB2_Select_Onboarding_Task_Configuration) is incorrect because it is not a standard predefined rule in the system.

The SAP SuccessFactors Offboarding process includes a series of standard steps to ensure a structured exit process for employees leaving the organization. These steps involve tasks for the offboardee, manager, and other stakeholders.

According to the SAP SuccessFactors Offboarding Implementation Guide:

Employee Review(Option B): This step allows the offboardee to review and update their personal information or complete exit-related tasks, such as filling out an exit survey.

Document Flow(Option D): This step involves routing documents (e.g., exit forms, acknowledgments) for review or e-signature, ensuring all necessary paperwork is completed.

Manager Review(Option E): The manager reviews the offboardee’s data, completes tasks like approving knowledge transfer plans, and ensures all exit requirements are met.

Option A (Additional Data Collection) is incorrect because it is primarily an Onboarding step, not standard in Offboarding. Option C (Compliance Forms) is incorrect because, while forms may be part of Document Flow, it is not a distinct standard step in the Offboarding process.

To explore released APIs for SAP SuccessFactors, including those used in Onboarding integrations, theSAP Business Accelerator Hubis the recommended platform. This hub provides a centralized repository for discovering, exploring, and testing SAP APIs, including OData and SOAP APIs used in SuccessFactors integrations.

According to the SAP SuccessFactors Integration Guide:

TheSAP Business Accelerator Hub(formerly SAP API Business Hub) allows developers and administrators to browse available APIs, view documentation, and test API calls. It includes APIs for Onboarding, such as those used for initiating processes or retrieving new hire data.

Option A (SAP Integration Suite) is incorrect because it is a platform for building and managing integrations, not for exploring released APIs. Option C (SAP Application Interface Framework) is used for monitoring and managing interfaces, not for discovering APIs.