Guión de audios para cursos Fecha: 03-22-21 Versión:

Texto Slide Story Nomenclatura

Welcome to the course: Onboarding

Administrator – HR Representative 1 ONBHTAdmin_01_1

Prepare new employees to succeed, from the beginning of their

incorporation to the organization; improving commitment and
retention throughout the employee’s life cycle. 2 ONBHTAdmin_02_1

To start, click Next 2 ONBHTAdmin_02_2

After a complex recruitment process, it is necessary to prepare all

the documentation and information for the new hire. Often,
there are many documents that need to be signed on the first
day, legal procedures and an introduction to the organization by
those responsible.

Onboarding improves the employee's experience and facilitates

their professional bond with the company, in addition to
providing better internal management in the area, to ensure
success for both parties.
3 ONBHTAdmin_03_1

New Hire is linked from Recruitment or initiated manually in

Onboarding. 4 ONBHTAdmin_04_1

Onboardee: complete personal data (paperwork). 4 ONBHTAdmin_04_2

Admin: Monitors the process.

HR Representative: Complete New Hire Tasks.
Direct Manager: Complete New Hire Tasks 4 ONBHTAdmin_04_3
Onboardee: Provides additional data collection, complete
Onboarding Tasks. 4 ONBHTAdmin_04_4
Onboardee: sign documents and Employee Central hires the
employee. 4 ONBHTAdmin_04_5

Click on the figure to know more about Onboarding Profiles. 5 ONBHTAdmin_05_1

Administrator 5 ONBHTAdmin_05_2
Direct Manager 5 ONBHTAdmin_05_3
HR Representative 5 ONBHTAdmin_05_4
Responsible for initiating the Onboarding process and tracking all
the processes. Manage programs, responsible groups and view
the documentation flow. Also restart or cancel the Onboarding
processes. 5.1 ONBHTAdmin_05_5
They are the future direct report of the New Hire, execute
activities to receive the new employee. 5.1 ONBHTAdmin_05_6
Execute activities according to the program, also follows up on
the signing of documentation. 5.1 ONBHTAdmin_05_7

In this course we will see the tasks of two profiles, as they share
viewing permissions in the SAP SucessFactors platform: 6 ONBHTAdmin_06_1

As an Administrator, your activities are:

Execute Onboarding Actions
Complete New Hire Tasks
Complete Onboarding and Offboarding Tasks
Cancel Offboarding 6 ONBHTAdmin_06_2

As an HR Representative, your activities are:

Execute Onboarding Actions
Complete New Hire Tasks
Complete Onboarding and Offboarding Tasks 6 ONBHTAdmin_06_3
When a task or function is shared, you will see this icon:
This function is also used by the HR Representative 7 ONBHTAdmin_07_1

When it is an exclusive HR Representative task, you will see this

icon: This function is ONLY used by the HR Representative
7 ONBHTAdmin_07_2
When it is an exclusive Admin function, you will see this icon:
This function is ONLY used by the Admin 7 ONBHTAdmin_07_3
The first step is to get into the system, click on the play button to
watch the video. 8 ONBHTAdmin_08_1

Now it’s your turn to do the same steps that you have just seen.
Click on the right button to practice the Access to Onboarding 2.0 9 ONBHTAdmin_09_1
Well done! 9.3 ONBHTAdmin_09_2

The dashboard will be displayed on the monitor and will follow

up each of the Onboarding processes for all the New Hires that
are in execution.
10 ONBHTAdmin_10_1
Click on the cursor to know more about the “Onboarding
Dashboard”. 10 ONBHTAdmin_10_2
Click on the "View Details" button to see the details of the
process. 10 ONBHTAdmin_10_3

A new “Dashboard” will open with the details of the New Hire
process, the name and the position will appear at the top. 10.1 ONBHTAdmin_10_4
Click on the cursor to know more about the “Onboarding
Dashboard”. 10.1 ONBHTAdmin_10_5
General data: You can see the location, the joining date and the
name of the Hiring Manager. 10.1 ONBHTAdmin_10_6

Tasks: You can keep track of the tasks that have been assigned
for the New Hire induction, with their due date and who should
perform them. 10.1 ONBHTAdmin_10_7
Nudge: Send a reminder of a task. 10.1 ONBHTAdmin_10_8
View Details: Now let’s see the details for this task. 10.1 ONBHTAdmin_10_9

If you click on "View Details" on an Onboardee, you will be able

to see the details of the tasks of their processes, the status of the
task and the person assigned to it. 11 ONBHTAdmin_11_1
You can view the details of each Onboardee. 12 ONBHTAdmin_12_1
Click on the cursor to learn the “New Hire Details”. 12 ONBHTAdmin_12_2
Data Collection: These tasks are necessary to continue with the
contracting process. 12 ONBHTAdmin_12_3
Compliance Forms: These are documents related to legal
processes. 12.1 ONBHTAdmin_12_4

New Hire Tasks: The last section contains tasks that are executed
at any time during the Onboarding process. They are assigned to
the Direct Manager or HR Representative, depending on the
case. 12.2 ONBHTAdmin_12_5

At the top of the “New Hire details”, you can see a series of
actions for the Onboarding process that can be executed at any
time. 13 ONBHTAdmin_13_1
Here you can view the documents that the New Hire has already
signed. 14 ONBHTAdmin_14_1

View: When you click on it, a pop-up window will appear with
the employee's signed documents. You will only be able to view
the document in a PDF format. 14 ONBHTAdmin_14_2

This function will open a dialog box to perform the necessary

actions to cancel the process when a New Hire does not respond
to the follow-up of the process. 15 ONBHTAdmin_15_1
Click on the following steps to learn the “Onboarding
cancelation”. 15 ONBHTAdmin_15_2
1. Check the box to cancel all tasks related to this Onboarding
process automatically. 15 ONBHTAdmin_15_3
2. Select the reason for the cancellation: “No Show”. 15 ONBHTAdmin_15_4
3. You may add comments if needed. 15 ONBHTAdmin_15_5
4. Click on “Confirm”. The process is now cancelled. 15 ONBHTAdmin_15_6

This function allows you to restart the Onboarding process for

the employee when the New Hire information has changed (such
as entry date, Manager, Position) if you need to run the process
again, you can restart it. 16 ONBHTAdmin_16_1
Click on the following steps to learn the Onboarding restart. 16 ONBHTAdmin_16_2

1. Check the box to confirm the action of restarting the process. 16 ONBHTAdmin_16_3
2. Write the reason for restarting the process in the box . 16 ONBHTAdmin_16_4

3. Click on “Confirm”. Now the process has been restarted. 16 ONBHTAdmin_16_5

At any time, the Admin and HR Representative can consult and

update all the information of the New Hire, commonly many of
these fields will be filled in the recruiting module or by the New
Hire at the moment they start their process. 17 ONBHTAdmin_17_1
Click on the cursor to learn about the “New Hire Data”. 17 ONBHTAdmin_17_2
Identity: Contains basic information such as date of hire,
company and Event Reason. 17 ONBHTAdmin_17_3
Name Information: Contains personal information, first name,
last name and middle name. 17 ONBHTAdmin_17_4
Biographical Information: Contains date, country and place of
birth. 17 ONBHTAdmin_17_5
Attachment: This section hosts attachments of the New Hire’s
information. 17.1 ONBHTAdmin_17_6
Employee Information: In this section the employee's ID is set
consecutively from the Employee Central. 17.1 ONBHTAdmin_17_7
National ID Information: This section contains a Social Security
Number. 17.1 ONBHTAdmin_17_8

Personal Information: Contains the New Hire's personal

information such as: gender, marital status, nationality, second
nationality, native language, health insurance and citizenship.
There is also a space to attach documentation. 17.2 ONBHTAdmin_17_9
Global Information: Contains all the New Hire information,
specially for United States. 17.3 ONBHTAdmin_17_10
Email Information: Contains the email information. 17.4 ONBHTAdmin_17_11
Phone Information: Contains telephone information. 17.4 ONBHTAdmin_17_12

Primary Emergency Contact: Contains the emergency contact. 17.4 ONBHTAdmin_17_13

Dependents: contains the dependents of the New Hire. 17.4 ONBHTAdmin_17_14
Job Information: Contains all the information about the job
(organizational information and job information). 17.5 ONBHTAdmin_17_15

Payment Information: information regarding payment details. 17.6 ONBHTAdmin_17_16

You need to perform the following tasks so that the Onboardee
can carry out his process in the system. 18 ONBHTAdmin_18_1
Click on the play button to watch the video. 18 ONBHTAdmin_18_2
Now it’s your turn to do the same steps that you have just seen.
Click on the right button to practice the “New Hire Tasks”. 19 ONBHTAdmin_19_1
Well done! 19.1 ONBHTAdmin_19_2
As an Admin, you can run any task at any time even if you are not
assigned to it, by following these steps: 20 ONBHTAdmin_20_1
1) From "New Hire Details" scroll down and in the "New Hire
Tasks" section click on "View Details". 20 ONBHTAdmin_20_2

2) The task pop-up window will appear, click on "Edit Task". 20.1 ONBHTAdmin_20_3
3) The window to execute any of the tasks will appear for you to
perform yourself. 20.1 ONBHTAdmin_20_4

When an internal employee assumes a new role, there may be a

requirement to onboard the employee because of a change to
their job, management and so on. 21 ONBHTAdmin_21_1

The objective of the Internal Hire process is to create an

atmosphere that will enable employees to blend in with their
new role, team and management. By doing so, you can help
them to be productive quickly and lower the rate of attrition as
well. 21 ONBHTAdmin_21_2

There is no special Dashboard for Crossboarding processes,

however, you can use the Onboarding 2.0 tile and click on the
"New Hire Type" filters, the "Internal Hire" option shows the
employees in Crossboarding process. 22 ONBHTAdmin_22_1

You can also check in the “Onboarding 2.0 (New)” tile the "New
Hire Tasks" column, that appears as "No Data”; also, when
clicking on the "New Details" button the employee does not
show any tasks in the first two sections: Data Collection and
Compliance Forms. 23 ONBHTAdmin_23_1
Anticipate the commute by providing the address, which will
allow the Onboardee to plan his route. 24 ONBHTAdmin_24_1

A task you need to perform as HR Representative during a

Crossboarding process is to indicate the New Hire the address of
the work center. Click on “Start”. 24.1 ONBHTAdmin_24_2

In the "Where to Go" window, check the boxes of the employees

to select them, then click the "Continue" button. 24.1 ONBHTAdmin_24_3

Important: You can perform the mass action for all the
Crossboardees you have pending by checking the "New Hire"
box. 24.1 ONBHTAdmin_24_4

A new screen will appear. It already contains the address of the

workplace and a note box for you to add additional instructions. 24.2 ONBHTAdmin_24_5
Finally, click on "Submit“. 24.2 ONBHTAdmin_24_6
During the first weeks of an employee's incorporation, it is very
helpful to have an ally; a colleague who acts as a buddy or
mentor to guide us in our day-to-day work, introduce us to the
team as a whole and solve any doubts that may arise. 25 ONBHTAdmin_25_1
To perform this task, click on the "Start" button. 25.1 ONBHTAdmin_25_2

In the "Assign a Buddy" window, use the search bar to select the
employee to be assigned as the New Hire Buddy.
25.1 ONBHTAdmin_25_3

Once you have assigned a Buddy, write a message to the New

Hire and optionally, you can write to the Buddy to let him know.
Click on "Submit". 25.2 ONBHTAdmin_25_4
A notification will appear to verify that the task has been
successfully executed. 25.2 ONBHTAdmin_25_5

You can schedule meetings for the Crossboardee occurring on or

after the onboarding date. These meetings do not appear in your
Outlook calendar but are visible in the Meetings tile on the home
page. The meetings are sent via .ics email to update the new
employee's outlook calendar. 26 ONBHTAdmin_26_1
To perform this task, click on the "Start" button. 26.1 ONBHTAdmin_26_2
In the "Schedule Meetings" window, use the "Add Meeting"
button to create a new meeting. 26.1 ONBHTAdmin_26_3

Fill in the following fields to generate the meeting:

Meeting Subject
Meeting Location
Start Date and Time
End Date and Time
Agenda
Participants 26.2 ONBHTAdmin_26_4
Click "Add" when you have finished filling all the fields. 26.2 ONBHTAdmin_26_5
Click on "Submit" to confirm the meeting. 26.3 ONBHTAdmin_26_6
Offboarding allows you to set up a seamless exit process for
employees leaving the company. 27 ONBHTAdmin_27_1
Termination can be voluntary or as a result of retirement. 27 ONBHTAdmin_27_2
Offboarding gathers all termination-related information and
triggers time-sensitive activities. 27 ONBHTAdmin_27_3

To run an Offboarding process, from "Home" go to the "My

Speciality" section and click on the "Offboarding Dashboard" tile. 28 ONBHTAdmin_28_1
The "Offboarding Dashboard" will open, and the columns
displayed will be: 29 ONBHTAdmin_29_1
Click on cursor to know the “Offboarding Dashboard”. 29 ONBHTAdmin_29_2
Offboardees: The employee's general data. 29 ONBHTAdmin_29_3
Termination Date: Expected date of employment termination. 29 ONBHTAdmin_29_4
My Tasks: The list of tasks assigned to execute. 29 ONBHTAdmin_29_5
Due Date: Deadline for each task. 29 ONBHTAdmin_29_6

When the "Termination" event is cancelled, the employee will

not leave the company, the cancellation of the Offboarding
process can be executed since Offboarding Dashboard. Click on
“View all tasks”. 30 ONBHTAdmin_30_1
In the "Actions" section click on "Cancel Onboarding“. 30 ONBHTAdmin_30_2

A pop-up window will appear, check “Employee’s Termination

will continue as per approvals. All Offboarding tasks will be
cancelled, and the exit tasks will be handled outside the system” 30.1 ONBHTAdmin_30_3
Important: Select one of the "Cancellation reasons" from the
dropdown list: 30.1 ONBHTAdmin_30_4
When finished, click "Confirm". 30.1 ONBHTAdmin_30_5
To complete the Offboarding process, these are the tasks you
must do, pay attention! 31 ONBHTAdmin_31_1
Conducting meetings with the employee who is leaving the
company. 32 ONBHTAdmin_32_1

Click on "Start" to open the task, the dashboard to generate

meetings will appear, click "Add Meeting" to schedule the
meeting. 32.1 ONBHTAdmin_32_2

Fill in the following fields to generate the meeting:

Meeting Subject
Meeting Location
Start Date and Time
End Date and Time
Agenda
Participants 32.1 ONBHTAdmin_32_3
Click "Add" when you have finished filling all the fields. 32.1 ONBHTAdmin_32_4
Click "Submit" to confirm the meeting. 32.2 ONBHTAdmin_32_5
A notification will appear to verify that the task has been
successfully executed. 32.2 ONBHTAdmin_32_6
Notifying peers about employee's exit. 33 ONBHTAdmin_33_1
From the Offboarding Dashboard, click on "Start" to open the
task. 33.1 ONBHTAdmin_33_2

The window for announcing an employee termination to co-

workers will appear, fill in all fields:
Recipients
Message Delivery Date
Subject
Your message 33.1 ONBHTAdmin_33_3
Finally, click on the "Submit" button to successfully save the
message on the chosen date. 33.1 ONBHTAdmin_33_4
Dedicate a farewell message to the departing employee wishing
success in next challenges. 34 ONBHTAdmin_34_1
From the Offboarding Dashboard, click on "Start" to open the
task. 34.1 ONBHTAdmin_34_2

The window for sending the farewell message to the employee

will appear with the following sections: Message Delivery
Date
Subject
Your message 34.1 ONBHTAdmin_34_3
Finally, click on the "Submit" button to successfully save the
message on the chosen date. 34.1 ONBHTAdmin_34_4

Creating and tracking knowledge transfer tasks by the employee

who is leaving the company to existing co-workers. 35 ONBHTAdmin_35_1
From the Offboarding Dashboard, click on "Start" to open the
task. 35.1 ONBHTAdmin_35_2
The Add Knowledge Transfer Task window will appear. Click
"Add Task". 35.1 ONBHTAdmin_35_3

A pop-up window will appear with the following sections for

adding a task:
Knowledge Transfer Task Title
Complete by
Assigned To
Note to Participants 35.2 ONBHTAdmin_35_4

Click on "Add Task" button to add the task to the plan. Once the
plan tasks have been added click on "Submit" button. 35.2 ONBHTAdmin_35_5

As an Admin, it is your duty to launch the exit interview for the

employee who is leaving the company in order to finish the
Offboarding process. 36 ONBHTAdmin_36_1
In the search bar, locate the tool "Launch Forms". 36.1 ONBHTAdmin_36_2
In the "Form Template" click on the drop-down menu and select
"Exit Interview". 36.1 ONBHTAdmin_36_3
Click "Next". 36.2 ONBHTAdmin_36_4

In the "Launch Date" section, set the date on which the exit
interview will be launched. When finished click "Next". 36.2 ONBHTAdmin_36_5
In “Review Period”, select if you want to use review dates for the
exit interview, then click "Next". 36.3 ONBHTAdmin_36_6

In “Select Employees”, check the "One Employee" box and use

the search bar to select the offboardee. When finished click
"Next". 36.3 ONBHTAdmin_36_7

You will see the summary of the interview you are going to
launch; you can modify the information with the "Back" button
or click on "Launch" to launch the exit interview. 36.4 ONBHTAdmin_36_8
A confirmation window will appear before launching the
interview. Clicking "Ok" confirms the action and an
announcement will appear, the exit interview is in progress and
will be launched upon completed the form. 36.5 ONBHTAdmin_36_9

It´s time to review what you have learned.

On the next page, you will see 10 sentences and you must
choose the correct answer.
Remember that the lowest passing grade is 80 and you may try
as many times as you need.
If you have any questions, you can go back to review the
information by pressing the Menu button and selecting the
section you want to review.
Otherwise, you can press the Start button, to begin the quiz. 37 ONBHTAdmin_37_1

Remenber: as an Administrator, your activities are:

Execute Onboarding Actions
Complete New Hire Tasks
Complete Onboarding and Offboarding Tasks
Cancel Offboarding 39 ONBHTAdmin_39_1

Remenber: as an HR Representative, your activities are:

Execute Onboarding Actions
Complete New Hire Tasks
Complete Onboarding and Offboarding Tasks 39 ONBHTAdmin_39_2

You have completed the Administrator and HR Representative

course.

Keep practicing everything you´ve learned and getting to know

the SAP SuccessFactors platform until you can successfully use it
in your day-to-day activities.

Your progress has been registered in the platform and you may
close this window.

Best of luck! 40 ONBHTAdmin_40_1

V1

Correcciones
posteriores a sb

*Nota: La nomenclatura esta formada por el nombre

del curso (nombre corto) , guión bajo y el consecutivo.
P.ej. RegistroContable_1
 Guión de audios para cursos Fecha: 03-22-21 Versión:

Texto Slide Story Nomenclatura

Welcome to the course: Onboarding

Direct Manager 1 ONBHTAdmin_01_1

Prepare new employees to succeed, from the beginning of their

incorporation to the organization; improving commitment and
retention throughout the employee’s life cycle. 2 ONBHTAdmin_02_1

To start, click Next 2 ONBHTAdmin_02_2

After a complex recruitment process, it is necessary to prepare all

the documentation and information for the new hire. Often,
there are many documents that need to be signed on the first
day, legal procedures and an introduction to the organization by
those responsible.

Onboarding improves the employee's experience and facilitates

their professional bond with the company, in addition to
providing better internal management in the area, to ensure
success for both parties.
3 ONBHTAdmin_03_1

New Hire is linked from Recruitment or initiated manually in

Onboarding. 4 ONBHTAdmin_04_1

Onboardee: complete personal data (paperwork). 4 ONBHTAdmin_04_2

Admin: Monitors the process.

HR Representative: Complete New Hire Tasks.
Direct Manager: Complete New Hire Tasks 4 ONBHTAdmin_04_3
Onboardee: Provides additional data collection, complete
Onboarding Tasks. 4 ONBHTAdmin_04_4
Onboardee: sign documents and Employee Central hires the
employee. 4 ONBHTAdmin_04_5

Click on the figure to know more about Onboarding Profiles. 5 ONBHTAdmin_05_1

Administrator 5 ONBHTAdmin_05_2
Direct Manager 5 ONBHTAdmin_05_3
HR Representative 5 ONBHTAdmin_05_4

Responsible for initiating the Onboarding process and tracking all

the processes. Manage programs, responsible groups and view
the documentation flow. Also restart or cancel the Onboarding
processes. 5.1 ONBHTAdmin_05_5
They are the future direct report of the New Hire, execute
activities to receive the new employee. 5.1 ONBHTAdmin_05_6
Execute activities according to the program, also follows up on
the signing of documentation. 5.1 ONBHTAdmin_05_7

As a Direct Manager, your activities are:

Complete New Hire Tasks
Complete Crossboarding and Offboarding Taks 6 ONBHTAdmin_06_1
Now it's time to get to know your tasks as Direct Manager.
Pay attention! 6 ONBHTAdmin_06_2
The first step is to get into the system, click on the play button to
watch the video. 7 ONBHTAdmin_07_1

Now it’s your turn to do the same steps that you have just seen.
Click on the right button to practice the Access to Onboarding 2.0 8 ONBHTAdmin_08_1
Well done! 8 ONBHTAdmin_08_2

When you click on the tile “Complete New Hire Tasks”, a pop-up
view of the tasks you need to complete for the New Hires in your
charge will appear. The sections of this view are:
9 ONBHTAdmin_09_1
Click on the cursors to learn “New Hire Tasks” view . 9 ONBHTAdmin_09_2

New Hire: This column contains the general information of the

New Hire you are in charge of, such as name, position, location
and email. 9 ONBHTAdmin_09_3
Joining Date: This column shows the date of incorporation of the
New Hire. 9 ONBHTAdmin_09_4
Hiring Manager: In this column your name appears as Direct
Manager . 9 ONBHTAdmin_09_5

My Tasks: This column shows your assigned tasks in order.

9 ONBHTAdmin_09_6

As Direct Manager, most of the tasks for the Onboarding and

Crossboarding processes are executed by you, let's see how you
should perform them. 10 ONBHTAdmin_10_1

During the first weeks of an employee's incorporation, it is very

helpful to have an ally; a colleague who acts as a buddy or
mentor to guide us in our day-to-day work, introduce us to the
team as a whole and solve any doubts that may arise. 11 ONBHTAdmin_11_1
To perform this task, click on the "Start" button. 11.1 ONBHTAdmin_11_2

In the "Assign a Buddy" window, use the search bar to select the
employee to be assigned as the New Hire Buddy. 11.1 ONBHTAdmin_11_3
Once you have assigned a Buddy, write a message to the New
Hire and optionally, you can also write to the Buddy to let him
know. Click "Submit". 11.2 ONBHTAdmin_11_4
A notification will appear to confirm that the task has been
successfully executed. 11.3 ONBHTAdmin_11_5

You can schedule meetings for the New Hire occurring on or after
the onboarding date. These meetings do not appear in your
Outlook calendar but are visible in the Meetings tile on the home
page. The meetings are sent via .ics email to update the new
employee's outlook calendar. 12 ONBHTAdmin_12_1
To perform this task, click on "Start" button. 12.1 ONBHTAdmin_12_2
In the "Schedule Meetings" window, use the "Add Meeting"
button to create a new meeting. 12.1 ONBHTAdmin_12_3

Fill in the following fields to generate the meeting: Meeting

Subject
Meeting Location
Start Date and Time
End Date and Time
Agenda
Participants 12.2 ONBHTAdmin_12_4
Click "Add" when you have finished filling all the fields. 12.2 ONBHTAdmin_12_5
Click on "Submit" to confirm the meeting. 12.3 ONBHTAdmin_12_6
There are many ways to make new employees feel at home, and
the welcoming message is one of them. 13 ONBHTAdmin_13_1
To perform this task, click on "Start" button. 13.1 ONBHTAdmin_13_2
In the "Write a Welcome Message" window a default message
will appear, click on "Submit" to send it. 13.1 ONBHTAdmin_13_3
A notification will appear to confirm that the task has been
successfully executed. 13.1 ONBHTAdmin_13_4

You can provide a list of things that the new hires should bring on
their first day.  Also add their own additional personal note with
any relevant instructions. 14 ONBHTAdmin_14_1
This is an exclusive Onboarding Task 14.1 ONBHTAdmin_14_2
To perform this task, click on "Start" button. 14.1 ONBHTAdmin_14_3

A window will appear with the list of items already

predetermined and an Additional notes box to send more
instructions. Click on "Submit" to send the list with the message. 14.1 ONBHTAdmin_14_4
A notification will appear to confirm that the task has been
successfully executed. 14.1 ONBHTAdmin_14_5
Offboarding allows you to set up a seamless exit process for
employees leaving the company. 15 ONBHTAdmin_15_1
Termination can be voluntary or as a result of retirement. 15 ONBHTAdmin_15_2
Offboarding gathers all termination-related information and
triggers time-sensitive activities. 15 ONBHTAdmin_15_3
To run an Offboarding process, from "Home" go to the “To-do"
section and click on the tasks to execute them. 16 ONBHTAdmin_16_1
The "Offboarding Dashboard" will open and the columns
displayed will be: 17 ONBHTAdmin_17_1
Click on the cursors to learn about the Offboarding Dashboard
columns. 17 ONBHTAdmin_17_2
Offboardees: The employee's general information. 17 ONBHTAdmin_17_3

Termination Date: Expected date of employment termination. 17 ONBHTAdmin_17_4

Manager: Your name as manager. 17 ONBHTAdmin_17_5
My Tasks: The list of tasks assigned to execute. 17 ONBHTAdmin_17_6
Due date: Deadline to execute tasks. 17 ONBHTAdmin_17_7
These are the tasks needed to complete the Offboarding process,
pay attention! 18 ONBHTAdmin_18_1
Track the company assets possessed by the employee who is
leaving the company. 19 ONBHTAdmin_19_1

When you click on the task, the general information of the task
will appear, which consists of a list of items that were assigned to
the employee and that must be returned. 19.1 ONBHTAdmin_19_2
“Does the Offboardee have assets to return?” Select “YES” and
create a list of Assets clicking on the button. 19.1 ONBHTAdmin_19_3
Click on "Add Asset" at the end of the column. A pop-up window
will appear. 19.2 ONBHTAdmin_19_4

Fill all the drop-down fields:

Asset Type
Model
Serial Number
Return Status 19.2 ONBHTAdmin_19_5
Important: When finished, click "Add" and the asset will be
registered in the list for the employee. 19.2 ONBHTAdmin_19_6

When the list of assets is completed, click "Confirm" and they will
be sent to the responsible departments to follow up on the
return of these assets. 19.2 ONBHTAdmin_19_7
It´s time to review what you have learned.
On the next page, you will see 5 sentences and you must choose
the correct answer.
Remember that the lowest passing grade is 80 and you may try
as many times as you need.
If you have any questions, you can go back to review the
information by pressing the Menu button and selecting the
section you want to review.
Otherwise, you can press the Start button, to begin the quiz. 20 ONBHTAdmin_20_1

Remember: as a Direct Manager, your activities are:

Complete New Hire Tasks
Complete Crossboarding and Offboarding Taks 22 ONBHTAdmin_22_1

You have completed the Administrator and HR Representative

course.

Keep practicing everything you´ve learned and getting to know

the SAP SuccessFactors platform until you can successfully use it
in your day-to-day activities.

Your progress has been registered in the platform and you may
close this window.

Best of luck! 23 ONBHTAdmin_23_1

V1

Correcciones
posteriores a sb

*Nota: La nomenclatura esta formada por el nombre

del curso (nombre corto) , guión bajo y el consecutivo.
P.ej. RegistroContable_1