SAP SuccessFactors Onboarding Technical and

Functional Specifications

This specifications document describes key features and functionalities of SAP SuccessFactors Onboarding.

Key Features and Functionalities:

● Forms Management
● Task and Process Management
● New Hire Portal
● Document Center
● Reporting
● SAP SuccessFactors HCM Suite Integration
● Third Party Integration

Forms Management

Forms Management is the ability to capture the new hire data that is necessary to complete relevant new hire
forms, electronically sign the forms, and track and route the forms to system users.

Table 1: Forms Management Key Features and Descriptions

Key Feature Description

Standard Forms US State and Federal Compliance forms that are maintained
by SAP: Federal Form I-9, Federal Form W-4 and, State With­
holding Forms, NY Wage Theft Prevention Act, CA Wage Theft
Prevention Act, PA Residency Act, and CO Affirmation.

Custom Forms Customer-specific forms available for data entry.

e-Signature Click-to-sign Adobe PDF forms, including user authentication.

Smart Data Entry Panels Collect all unique data necessary to populate forms, and cre­
ate the files that are necessary to send to other applications
(for example, core HR). These panels help prevent duplicate
data entry across multiple forms and perform data validation
on certain fields.

Task and Process Management

Task and process management provides the ability for business rule-specific workflows to be enabled, and tracks
the progress of each task.
Table 2: Task and Process Management Key Features and Descriptions

Key Feature Description

E-Verify Workflow & Integration
Incorporates the workflow for employers who voluntarily
choose or are required by federal/state laws or regulations to
verify employee eligibility to work in the United States. This
feature uses a Web Services interface with the U.S. the De­
partment of Homeland Security E-Verify program. SAP's affili­
ate, SuccessFactors Inc. is appointed to act as the customer's
Web Services E-Verify Employer Agent.

Notifications Configure specific steps in the onboarding process to send a

notification automatically to internal departments or external
vendors, including automatic reminders via email.

Task Definition Define tasks for different end users.

Configurable Workflows Define triggering events and process flow for each task, and to
monitor the status.

Dashboard Provides an overview of new hires and the status of onboard­

ing tasks.

Preconfigured Hiring Manager Activities Guides hiring managers through specific activities to help en­
sure new hire success, for example, assigning a buddy, or
identifying people to meet and/or content to work through.

New Hire Portal

This is a secure online destination for content and information geared towards the new employee (displayed in the
‘About Us’ tab). Information can be maintained by each customer and can include things like training content,
benefits information, policies and procedures, or company values and cultural information.

Table 3: New Hire Portal Key Features and Descriptions

Key Feature Description

Permission Access The ’About Us’ content can be accessed either from within the
SAP SuccessFactors HCM Suite, or directly (for example,
through an e-mail link).

Content Management The portal can contain content, documents, and videos for
new hires, transferring employees, and exiting employees.
This content is managed by the customer.

Personalized Content is driven by business rules so that it’s specific to each

user, based on profile.

2 CUSTOMER SAP SuccessFactors Onboarding Technical and Functional Specifications

Document Center

The document center facilitates document management by maintaining corporate and employee documents in a
secure online environment.

Table 4: Document Center Key Features and Descriptions

Key Feature Description

Virtual Electronic File Cabinet Access documents via any index, such as last name, em­
ployee ID, or document name.

Secure Storage and Access Document-level security allows the customer to set up spe­
cific groups to determine who can view which documents.

Audit Logs Tracks access of stored documents. Information retained in­

cludes identification of the authenticated party, the date and
time of each access event, records of which documents were
accessed, and action taken.

Document Upload Automatically upload and index documents from SAP Suc­
cessFactors Onboarding. Paper documents can be scanned,
uploaded and indexed by the customer to the document cen­
ter.

Reporting

SAP SuccessFactors Onboarding includes a report builder that allows you to create reports based on the data
collected during the onboarding process. You can export the reports to a spreadsheet and save them as private or
public templates.

Table 5: Reporting Key Features and Descriptions

Key Feature Description

Standard Reports Preconfigured reports that can be filtered in various ways,

such as by activity completion status.

Advanced Reports Create customized reports using a report wizard that allows
you to build search criteria and determine sort order of the re­
port results.

EEO Reports Three predesigned EEO report templates that can be used to
generate EEO reports based on data collected during the on­
boarding process.

Audit Trail Reports Create reports for audits.

SAP SuccessFactors Onboarding Technical and Functional Specifications CUSTOMER 3

Key Feature Description

Signature Transaction Reports Produce reports that display the dates when the new em­
ployee and the corporate representative signed any onboard­
ing documents.

SAP SuccessFactors HCM Suite Integration

SAP SuccessFactors HCM Suite integration incorporates other SAP SuccessFactors HCM processes into the
onboarding workflow and passes data to other SAP SuccessFactors HCM products.

Table 6: SAP SuccessFactors HCM Suite Integration Key Features and Description

Key Feature Description

Home Page Include onboarding tiles on the home page side by side with
key modules such as SAP SuccessFactors Learning and SAP
Jam, so that employees have a single user experience across
the suite.

Goals Management Create short term goals within the onboarding workflow.

Recruiting Create new hire records created from SAP SuccessFactors

Recruiting Management, which then initiate the onboarding
workflow.

Employee Profile Show public profile data of employees in the organization to

your new hire.

SAP HCM Create pre-hire and employee records from SAP's on premise
Onboarding solution, and initiate offboarding when termina­
tions occur.

Third-Party Integration

Table 7: Third Party Integration Key Features and Descriptions

Key Feature Description

Standard New Hire Integration Integration to any ATS or HRIS via the standard import/
export template.

Integration to Tax Break Work Opportunity Tax Credits (WOTC) integration with SAP's
partner - Tax Break.

4 CUSTOMER SAP SuccessFactors Onboarding Technical and Functional Specifications

 Key Feature Description

Standard Document Management Integration Integration to any document management system using the
Document Center standard export.

Disclaimer

SAP retains the right to change, at any time in its sole discretion, the Cloud Service (without materially
diminishing the Cloud Service's functionality during a subscription term), this specification sheet, and/or the
location of the data center(s) from which the Cloud Service is hosted.

SAP SuccessFactors Onboarding Technical and Functional Specifications CUSTOMER 5