# SuccessFactors Onboarding H2 2023 - Link: https://www.lorenzo-datasolutions.com/successfactors-onboarding-h2-2023/ - Published: 2023-11-13T16:24:40+00:00 - Author: Anipe Abraham **SuccessFactors Onboarding H2 2023** , release provides exciting innovations across [Sap](https://www.lorenzo-datasolutions.com/employee-central-payroll-training/) ** SuccessFactors Onboarding H2 2023** that can help you transform your HR operations, Increase [employee ](https://www.lorenzo-datasolutions.com/successfactors-onboarding-2-0-content/) engagement, and deliver results. Don’t miss out on all the great innovations and enhancements. Here are a few key updates you should consider for Sap SuccessFactors [Onboarding](https://api.whatsapp.com/send/?phone=919912283899&text&type=phone_number&app_absent=0) H2 2023 . ## H2 – 2023 Release Schedule * **Preview Release – April 28, 2023** * **Production Release – June 02, 2023** ## 1. Access to Additional Data Collection Document Uploads from the Onboarding Dashboard You can now access documents that are uploaded during **Additional Data Collection** [from ](https://www.lorenzo-datasolutions.com/successfactors-onboarding-h1-2023/) the **Onboarding Dashboard (New)**. This enhancement allows you to access document uploads that are uploaded during ** Additional Data Collection** along with documents signed during the Onboarding and the Compliance document workflow. You can access these document uploads by selecting the specific new hire from the **Onboarding Dashboard (New)** and then selecting** Actions**  **Onboarding Documents** from the **New Hire Details** page. Using this enhancement, along with documents generated through Onboarding and Compliance document workflows that were previously accessible, you can now access **Additional Data Collection** documents that are uploaded from the **Onboarding Dashboard (New)**. ### Configuration Requirements Ensure that the **Attachment Field Configuration** is created for corresponding attachment [fields ](https://www.lorenzo-datasolutions.com/best-successfactors-online-training/) in the Metadata Framework (MDF) object to view the attachments uploaded during ** Additional Data Collection**. **Note**: Existing document uploads aren’t visible in the **Onboarding Dashboard( New)** if the configuration requirements aren’t met at the time of upload. ![This screen image displays Additional Data Collection documents that were uploaded on the Onboarding Dashboard.](data:image/gif,GIF89a%01%00%01%00%80%00%00%00%00%00% FF%FF%FF%21%F9%04%01%00%00%00%00%2C%00%00%00%00%01%00%01%00%00%02%01D%00%3B "This screen image displays Additional Data Collection documents that were uploaded on the Onboarding Dashboard.") **How It Looks Now** In the current version, you can download documents uploaded as [part ](https://www.lorenzo-datasolutions.com/successfactors-online-training-videos/) of **Additional Data Collection** from the **Onboarding Dashboard (New)**. In the previous version, documents uploaded as part of **Additional Data Collection** weren’t visible in the **Onboarding Dashboard (New)**. Only documents generated through Onboarding and Compliance document workflows were visible. #### Technical Details | Reference Number | OBX-24050 | | Product | Onboarding | | Module | Onboarding | | Action | Recommended | | Enablement | Customer configured | | Lifecycle | General Availability | | Type | Changed | | Major or Minor | Minor | | Business Process Variant | Hire to Retire | | Software Version | 1H 2023 | | Valid as Of | 2023-06-02 | SuccessFactors Onboarding H2 2023 ## 2. Change in Onboarding Data Collection Drafts From 1H 2023, only you can view the drafts saved by you during the Onboarding data collection process. The access to the saved draft is restricted to the user who creates it. When you revisit your drafts, you can only see the drafts saved by you. [Once ](https://www.youtube.com/watch?v=O-FLF9H-Z_g) you submit your review, all the drafts saved, irrespective of who created it, are deleted.** For example**, the drafts saved by the Hiring Manager are restricted to the Hiring Manager who creates it. Similarly, drafts saved by the New Hire are restricted to the New Hire who creates it. The Hiring Manager can’t view the drafts saved by the New Hire and vice versa. If the Hiring Manager submits the data after review, then all the drafts saved by other users are deleted. Previously, when you revisit your drafts, you could see the drafts saved by others. We’ve made this enhancement to ensure that only you can access or edit your draft. ### Technical Details | Reference Number | OBX-24299 | | Product | Onboarding | | Module | Onboarding | | Action | Info only | | Enablement | Automatically on | | Lifecycle | General Availability | | Type | Changed | | Major or Minor | Minor | | Business Process Variant | Hire to Retire | | Software Version | 1H 2023 | | Valid as Of | 2023-06-02 | SuccessFactors Onboarding H2 2023 ## 3. Configurable Due Date for New Hire Task Completion You can now configure the **Due Date** for new hire task completion to a date before the new hire’s start date. Using this configuration, you can define a custom due date which can be applied to all new hire tasks. These tasks include **Personal Data Collection**, **Additional Data Collection**, **New Hire Data Review**, **Document Flows**, and **Onboarding Rehire Verification**. The **Onboarding Dashboard (New)** displays the corresponding task due date for various new hire tasks [based ](https://www.youtube.com/watch?v=0nZ2RJLSBNE&t=425s) on the configured value. **Note** * The task due date configuration is a global setting. Once configured, the changes apply to your entire organization. * You can configure the due date only for new hire tasks. The configuration isn’t applicable for internal hiring, Offboarding, Compliance, or hiring manager activities that include writing a welcome message, assigning a buddy, scheduling meetings, setting goals, and so on. This enhancement provides flexibility for new hires to effectively complete new hire tasks before their **Start Date** and improves the overall Onboarding experience. ![Displays the Number of Days Before Start Date by when Assigned Task must be Completed option in the Manage Data page in Admin Center.](data:image/gif,GIF89a%01%00%01% 00%80%00%00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00%00%2C%00%00%00%00%01%00%01%00% 00%02%01D%00%3B "Displays the Number of Days Before Start Date by when Assigned Task must be Completed option in the Manage Data page in Admin Center.") **How It Looks Now** In the current version, the start date and due date are decoupled. You can now specify the number of days before the start date by when the assigned task must be completed by the new hire. ![Displays the Manage Data page where there is no option to set a separate due date.]( data:image/gif,GIF89a%01%00%01%00%80%00%00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00% 00%2C%00%00%00%00%01%00%01%00%00%02%01D%00%3B "Displays the Manage Data page where there is no option to set a separate due date.") **How It Looked Before** Previously, all tasks were due on the **Start Date** of the new hire and weren’t configurable. ### Technical Details | Reference Number | OBX-16753 | | Product | Onboarding | | Module | Onboarding | | Action | Required | | Enablement | Customer configured | | Lifecycle | General Availability | | Type | Changed | | Major or Minor | Minor | | Business Process Variant | Hire to Retire | | Software Version | 1H 2023 | | Valid as Of | 2023-06-02 | SuccessFactors Onboarding H2 2023 ## 4. Configurable New Hire for Onboarding With the configurable new hire feature, you can create hire templates with the blocks needed for the type of employment you’re hiring for in Onboarding. You can also configure the templates with business rule scenarios. Configurable new hire in Onboarding enables you to create a **Hire Template** and create a business rule that helps you in selecting the right template. You can either use **Onboarding New Hire** or **Onboarding Manager** from the ** Template Type** drop-down list while creating the **Hire Template**. ![On the Hire Template page, you have the option to select the hire type from the Template Type drop-down field. There are two Onboarding hire types included in the drop down, one is Onboarding New Hire and the other is Onboarding Manager.](data: image/gif,GIF89a%01%00%01%00%80%00%00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00%00% 2C%00%00%00%00%01%00%01%00%00%02%01D%00%3B "On the Hire Template page, you have the option to select the hire type from the Template Type drop-down field. There are two Onboarding hire types included in the drop down, one is Onboarding New Hire and the other is Onboarding Manager.") There are two new rules that you can use to configure the **Hire Template**. One is the **Set Hire Template for New Hire** rule and the other is the **Set Hire Template for Onboarding Participant or Responsible User** rule. You can assign the business rule to different scenarios in the **Onboarding Configuration** page. There are three new fields added: * **Rule for New Hire Data Review Template** * **Rule for Personal Data Collection Template** * **Rule for Access New Hire Data Template** Once, the **Hire Template** is configured, based on the rule, the right template is selected in the Onboarding hiring activities like **New Hire Data Review**, ** Personal Data Collection**, and **Access New Hire Data**. While creating the **Hire Template**, you can add, remove, and rearrange the order of the blocks as well as add standard and custom MDF objects to the configuration. **How It Looks Now** You can create the **Hire Template** based on your [hiring ](https://www.anipeabraham.com/anipe-abraham-successfactors-videos/) requirement with custom MDF objects. You can then configure the **Hire Template** using business rules. For example, the template is configured with custom MDF objects such as the new hire’s gym membership and vehicle details. **Details of New Hire’s Gym Membership in Data Collection Page** ![Gym membership details with data fields such as, Is membership required? height, weight, and preferred time.](data:image/gif,GIF89a%01%00%01%00%80%00%00%00%00%00% FF%FF%FF%21%F9%04%01%00%00%00%00%2C%00%00%00%00%01%00%01%00%00%02%01D%00%3B "Gym membership details with data fields such as, Is membership required? height, weight, and preferred time.") **New Hire’s Vehicle Details in Data Collection Page** ![Vehicle details with data fields such as, vehicle type, vehicle number, is company owned? Parking location, parking type.](data:image/gif,GIF89a%01%00%01%00%80%00% 00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00%00%2C%00%00%00%00%01%00%01%00%00%02%01D% 00%3B "Vehicle details with data fields such as, vehicle type, vehicle number, is company owned? Parking location, parking type.") **People Profile page with New Hire Details** ![New hire's people profile page with gym memebership and vehicle details.](data: image/gif,GIF89a%01%00%01%00%80%00%00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00%00% 2C%00%00%00%00%01%00%01%00%00%02%01D%00%3B "New hire's people profile page with gym memebership and vehicle details.") ### Technical Details | Reference Number | OBX-13936 | | Product | Onboarding | | Module | Onboarding | | Action | Info only | | Enablement | Customer configured | | Lifecycle | General Availability | | Type | New | | Major or Minor | Major | | Business Process Variant | Hire to Retire | | Software Version | 1H 2023 | | Valid as Of | 2023-06-02 | SuccessFactors Onboarding H2 2023 ## 5. Custom Email Notification Triggers Using Business Rules You can configure the new rule function **Trigger Email Notification for Onboarding Processes** in business rules to trigger email notifications to onboarding participants. This rule function can be configured for Onboarding processes, such as new hire and rehire data review tasks, manage pending hires, personal data collection, and custom data collection. This enhancement provides a method to trigger emails for Onboarding process steps that aren’t supported by preconfigured email notifications. ![After you choose the Trigger Email Notification for Onboarding Processes rule function corresponding to the Execute action, you can configure the email trigger and the data source based on which the email notification must be triggered.](data: image/gif,GIF89a%01%00%01%00%80%00%00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00%00% 2C%00%00%00%00%01%00%01%00%00%02%01D%00%3B "After you choose the Trigger Email Notification for Onboarding Processes rule function corresponding to the Execute action, you can configure the email trigger and the data source based on which the email notification must be triggered.") **How It Looks Now** In the current version, the new rule function **Trigger Email Notification for Onboarding Processes** is available when you choose the **Execute** action to define the ** Then** statement of a business rule. In the previous version, it wasn’t possible to use business rules to trigger email notifications. ### Technical Details | Reference Number | OBX-10920 | | Product | OnboardingPlatform | | Module | Onboarding | | Action | Info only | | Enablement | Automatically on | | Lifecycle | General Availability | | Type | New | | Major or Minor | Major | | Business Process Variant | Hire to Retire | | Software Version | 1H 2023 | | Valid as Of | 2023-06-02 | SuccessFactors Onboarding H2 2023 ## 6. Enhancements to Onboarding Responsible Groups for U.S. Form I-9 and E-Verify You can now assign responsible groups containing up to 200 people to the U.S. Form I-9 and E-Verify tasks. The following screen image shows the **New Hire Details** page, with the **Complete Form I-9 Section 2** task highlighted to show that this task is assigned to more than 40 people. ![The New Hire Details page is highlighted to show the Complete Form I-9 Section 2 task is assigned to more than 40 people.](data:image/gif,GIF89a%01%00%01%00%80% 00%00%00%00%00%FF%FF%FF%21%F9%04%01%00%00%00%00%2C%00%00%00%00%01%00%01%00%00%02% 01D%00%3B "The New Hire Details page is highlighted to show the Complete Form I- 9 Section 2 task is assigned to more than 40 people.") ### What’s Changed In the current version, you can now add up to 200 people in a responsible group assigned to the U.S Form I-9 and E-Verify tasks. In the previous version, you could only add up to 20 people in a responsible group assigned to the U.S Form I-9 and E-Verify tasks. #### Technical Details | Reference Number | OBX-24067 | | Product | Onboarding | | Feature | Compliance Forms | | Action | Info only | | Enablement | Automatically on | | Lifecycle | General Availability | | Type | Changed | | Major or Minor | Minor | | Business Process Variant | Hire to Retire | | Software Version | 1H 2023 | | Valid as Of | 2023-06-02 | SuccessFactors Onboarding H2 2023 Thanks & Regards, [Anipe Abraham](https://twitter.com/anipeabraham),[Sr. #SAP #SuccessFactors Consultant | Employee Central | Employee Central Payroll | Recruitment Management l Onboarding | PMGM | Sap Hcm | Corporate Trainer.](https://www.youtube.com/c/AnipeAbraham/featured) **Note:** the purpose of the blogs that i write on my personal website is in order to help the consultants and students who are trying to learn new things .i write it as per my personal interest , hope all my blogs are helpful and its just for learning use .to help you with most up to date content in SAP SuccessFactors . By [ Anipe Abraham](https://twitter.com/anipeabraham)