2016 SF Onboarding Enhancements

Transcription

1 2016 SF Onboarding Enhancements.

2 Q4 Enhancements

3 1. Allow panel designer to update panels with multiple locales Feature: The panel editor now supports custom panel text configuration for all active locales directly in the UI. Means that, you can translate labels language into other language while configuring a panel. This enhancement applies to custom panels only. Importance: We don t need export and import xml to configure localized text in panel. All custom panel translations can be updated directly in panel designer it selfand previewed. Type: Universal From the Panel Designer: Settings > panel > Create custom panel and select Translation Then a model window opens.

4 1. Allow panel designer to update panels with multiple locales From the Panel Designer: The dropdown contains all active locales, you can select a locale for translation. Click on Save or Save preview

5 2. HRData APIs Type : Universal Features : OData APIs to both query data and upsert data into HRData table. Any fields included in the SuperAdmin Processes page will be available as a query filter. AND & OR operands can be used in thefilter. Both specific fields or fields in tags can be returned in the query. For updates, any data dictionary fields will be updatable as long as these fields are specified under special tag. HrDataAPIUpdate in the data dictionary. Multiple fields and multiple records can be updated with a single API call. Importance : There have been many requests by customers for ability to access any field in onboarding through an API. The APIs will have broad use for customers and will meet most of our customers onboarding data extraction needs.

6 2. HRData APIs Prerequisite : A new credential under the Service Login-Set ODataService needs to be created. Steps : 1. Call Authentication API to generate token for authentication. 2. Call Metadata FilterFields API to list processes and associated index fields for filtering. 3. Call Metadata ExpandTags API to list tag names and a link to the fields underthe tags 4. Call Metadata UpdateFields API for list of updatable fields under HrDataAPIUpdate tag 5. Call HRData FilterAPI to query and retrieve HR Data 6. Call HR Data API to update fields values in HR Data table

7 3. Update mobile bowser block to accommodate DocuSign users Type: Universal Feature: Now you can use mobile devices to complete data panels for activities such as Post-Hire Verification Step, New Employee Step, and Orientation Step, where previously all mobile devices are denied access to the panels. Importance: Using a supported device, new hires and managers now have a feature to complete the paperwork process from start to finish on a single mobile device, including data entry and electronic signature. Prerequisites: SAP Signature Management by DocuSign with Remote Signing enabled ipad updated to ios 9 or higher Mobile Safari web browser

8 4. Export Data from Work Queue Type : Universal Feature : You can export data from the Work Queue to a.csv file using the Exportfeature. This feature is available to anyone who has permission to work with the work queue. When selecting the export button, the current filtered data will be exported to a CSV. This is a synchronous action, so the user will see a confirmation box warning that large data sets can take a while to generate. The user can choose to proceed or cancel the job. Importance : Many clients have requested some basic reporting needs. Rather than building a complex reporting tool, we found that many scenarios could be solved simply by allowing them to export the filtered data displayedon their work queue to a CSV. Prerequisite: Work Queue refresh feature is active

9 5. Hiring Manager Activity Re-Assignment Type : Universal Feature : With this enhancement, you can now re-assign a new hire activity separately from the original activity. An notification is sent by default to the person the activity has been re-assigned to. Importance : While research shows that the Hiring Manager involvement is key to new hire success, there are times whenthe HM activities should be assigned to another user matrix organizations, LOAs, etc. A new checkbox has been introduced when re-assigning an activity. If checked, the new hire activity for that candidate is also re-assigned to the new user. Previously, both would be reassigned The New Hire activity can also be re-assigned separately by the new re-assign option for notifications. Any notification that appears on the Work Queue can now be re-assigned in this manner.

10 5 For any N1 notification (standard Onboarding, Custom Onboarding, Crossboarding), it is mandatory to specify the post controller as KMS.XpressHR.BLL.SF.NewHireActivitiesPostStepController, XpressHR.BLL.SF An audit trail entry, with the tag NOTIF_REASSIGN, is made when an notification is reassigned. Notification to be sent to new assignee is available but OPT-IN to be consistent with current behavior.

11 6. Panel UI Refresh Type : Admin Opt-In Feature : The UI of the Onboarding panels have now been made fiori-like and more user friendly, making it consistent with the rest of the HCM suite. The panels with the new UI include the Onboarding process panels, standard SAP panels, User Defined panels and the Compliance panels. The updated panel UI is available only for the SuccessFactors HCM customers and not legacy customers. If using the updated UI, preview mode in the panel designer will show updated UI. Importance : Cleaner, more inviting UI for panel work in Onboarding. Consistent with Fiori user experience across the suite. Prerequisite: Admin opt-in under Onboarding settings.

12 6. Panel UI Refresh

13 7. New Homepage (HP3) Available for Onboarding Customers Type: Opt-In Feature: Onboarding tiles have been available on HP3 since With 1611, Platform has taken over the Tour functionality and delivered it as a general framework. Onboarding tour capabilities are available in this framework. Withthis, all ONB content currently available in the V12 homepage is now available in HP3. Importance: Onboarding customers who wish to use the new homepage functionality can now switch without losing Onboarding capabilities. Prerequisites: Enable New Homepage and Tour Framework in Upgrade Center. Existing homepage content configuration is maintained where possible, but some additional configuration steps may be required. Please see Homepage Administration and Onboarding Guidesfor more information

14 7. New Homepage (HP3) Available for Onboarding Customers

15 8. Password Panel Refresh Type: Universal Feature: Password panel refresh Importance: Aligns with recent update of the password login page

16 Q3 Enhancements

17 1. On Complete Events Type: Admin Opt-In Feature: Events triggered at the end of each step of Onboarding & Offboarding Importance: Users or other entities can be notified through Intelligent Services, when a step has been completed. Prerequisites: Intelligent Services enabled.

18 Onboarding Event Details ONB_Step_Completed Triggered at the end of any step in Onboarding. Parameters include: HRData ID Unique Identifier for each Onboarding activity Process Type Onboarding or Offboarding Step Name Step 1/Step 2/Step 3/Signature Step Process Name Name of the process which has been created. Client specific name. Default Step Name Manager Step/Employee Step/Orientation Step/Signature Step Custom Step Name Name of the step in case the client has renamed them.

19 Offboarding Event Details OFB_Step_Completed Triggered at the end of any step in Offboarding. Parameters include: HRData ID Unique Identifier for each Offboarding activity Process Type Onboarding or Offboarding Step Name Step 1/Step 2/Step 3/Signature Step Process Name Name of the process which has been created. Client specific name. Default Step Name Initiation Step/Employee Step/Exit Step/Signature Step Custom Step Name Name of the step in case the client has renamed them.

20 Onboarding/Offboarding Event Configuration Intelligent Services must be enabled in Provisioning.

21 New OData API s An OData API has been developed to extract the Onboarding or Offboarding data from each step. The event triggered at the end of each step includes the HRData ID to be used as the key to extract specific Onboarding or Offboarding data. Bulk or batch processing is an option. All onboarding data dictionary fields can be pulled. Specific data points per step can be pulled. API is for extracting data only, there is no create or update (UPSERT) capability

22 . Audit Trails ONB OFFBoarding

23 2. Crossboarding without the Paperwork Type: Admin Opt-In Feature: The ability to use New Hire Activities with a crossboarding process and no Onboarding steps to complete. Importance: Employees need the same strategic experience during crossboarding as they did during their Onboarding. Now you can create a crossboarding process without the paperwork. Giving your employee the same start that made them successful as a new hire. Prerequisites: Custom crossboarding activity using EC transfer event. Intelligent Services provisioning switch enabled. -- Onboarding MDF based New Hire Activity enabled -- Requires an engagement with PS or a partner to configure a custom process for New Hire Activities.

24 2. Crossboarding without the Paperwork iscrossboarded = Yes internalhire = Yes

25 2. Crossboarding without the Paperwork Setup the Transfer event same as you would for crossboarding with paperwork (release 1602)

26 2. Crossboarding without the Paperwork To have the New Hire Activity accessible on the Onboarding dashboard, you will need to create a notification..

27 2. Crossboarding without the Paperwork Notification details.

28 3. SAP Signature Management by DocuSign Type: Admin opt-in Feature: The DocuSign esignature feature for Onboarding now supports additional signing options. Importance: Documents can be signed directly in DocuSign using a desktop web browser or a mobile device. Signatures tied to notifications are supported. Prerequisites: A DocuSign corporate account is required

29 3. SAP Signature Management by DocuSign. Configuration: Feature Activation/Update. The feature activation page includes two new settings. Onboarding Application -> Settings -> Features Remote Signing [Yes/No] DocuSign in Notifications [Yes/No]

30 3. SAP Signature Management by DocuSign. Configuration: DocuSign in Notifications During. feature activation, if DocuSign in Notifications is enabled: Forms that were already configured to be signed in a notification are listed. For each form, the administrator is prompted to specify a notification step to trigger the DocuSign signature process. When multiple signatures are required, the last sequential notification step should be selected to ensure that all data fields mapped to the form have been captured.

31 3. SAP Signature Management by DocuSign. Configuration: DocuSign in Notifications. After feature activation, when DocuSign in Notifications is enabled, DocuSign can be selected as the signature method in Notification s Forms to Sign.

32 3. SAP Signature Management by DocuSign. Configuration: Remote Signing When. Remote Signing is enabled, new Welcome Letter notification templates are added to the DocuSign Notifications group and enabled by default. N5 (OB) DocuSign Welcome Letter N5 (OB) DocuSign Welcome Letter Remote Employee

33 3. SAP Signature Management by DocuSign. Remote Signing Experience. The signature page displayed after completing the review panels is replaced by a status page confirming the address to which DocuSign sends a notification. Forms are never displayed in the panels for review. All signatures are completed directly in DocuSign. DocuSign replaces the Print Package. All forms, including print package only forms, are available for review and printing in DocuSign.

34 3. SAP Signature Management by DocuSign. Remote Signing Experience. Push notification on a mobile device. notification. DocuSign mobile application: Confirm signing DocuSign mobile application: Adopt signature DocuSign mobile application: Sign document DocuSign mobile application: Review document DocuSign mobile application: Document détails

35 4. New Hire Activity UX Update. Type: Universal Feature: New Hire Activity UX Update Importance. : Updated to bring in line with Fiori standards Prerequisites : MDF Based New Hire Activities

36 5. Work Queue Refresh. Type: Admin opt-out Feature: Work Queue refresh Admin switch is now. opt-out. End User is still opt-in. Performance tuning to improve initial load time Importance : End users should have ultimate choice to use new Fiori based UI. Future enhancements will be on new UI.

37 6. Password Required, Employee Portal Access from Congratulations Page. Type: Provisioning opt-out Feature: Require password in order to access the employee portal from the employee Congratulations. page that displays after the employee signs their paperwork Importance : Clients may consider this a security risk if the employee was accessed by an unauthorized user after the Employee documents were signed. Prerequisites :An employee portal link on the Congratulations page that displays after the employee paperwork has been signed. EmployeePortal.SSOAuthFromApplicantPage = False, will be the default. Now - When set to false the employee must use their password to access the employee portalafter the paperwork has been signed. Previously - The employee could click the Employee Portal link on the Congratulations page and be taken directly to the Employee Portal, no password required

38 7. Temporary ID Can Equal Employee ID. Type: Provisioning opt-in Feature: Honorable mention for an update by Employee Central. The ability for the temporary. IDto remain as the Employee ID when using the pre day 1 scenario. Importance : Many of our clients have requested a way to access the employee ID prior to the onboardee paperwork being completed. The employee ID is used by other systems to create things like and used for ordering laptops and phones for onboardees before they arrive. Prerequisites : Employee Central Pre day 1 scenario enabled

39 .. 8. Onboarding to Employee Central Future Date Activated Type: Provisioning opt-out Feature: Update Onboarding to not change employee status when Onboarding and Manage Pending Hires page is complete. Importance : The challenge - Onboardee completes Onboarding. User completes Manage Pending Hire section prior to the Onboardee start date. Onboarding would update the Employee Central status to Active. Even prior to their start date. Onboarding should not force the status change. Allow the Employee Central user report to run that updates employee status to Active on their start date. Resolution A provisioning option was added to not allow Onboarding to change the status. The default is now False for all Onboarding to Employee Central accounts EXCEPT those with pre day 1 enabled..prerequisites : Onboarding to Employee Central without pre day 1 feature enabled. Assumes Employee Central user sync file is enabled. No pre day 1 enabled.

40 9. Update Editor in Onboarding. Type: Universal Feature: The text editor has been updated. The following areas have been updated Notifications Panel Designer Corporate Structure