SAP Knowledge Base Article - Public

2355113 - Removing Open & Overdue Hiring Manager Activities from To Do Tile in Onboarding 1.0

Symptom

  • This KB article explains how to remove Open and Overdue Onboarding Manager Activities in To Do
  • Manager unable to complete To Do

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Onboarding 1.0

Reproducing the Issue

  1. Navigate to SAP SuccessFactors HXM
  2. In Homepage, under To Do section click Onboarding Manager Activities

    screenshot0004_ 04162019030550.png
  3. Overdue Manager Activity exist

    screenshot0005_ 04162019030558.png

Cause

Onboarding Hiring Manager unable to complete Manager Hire Activities in Onboarding

  • screenshot0006_ 04162019031626.png

Resolution

The easiest way to close the Hiring Manager Activities is to complete it in Onboarding:

  • screenshot0006_ 04162019031626.png

Note:

  • When New Hire Onboarding process is finished, meaning all required activities have status completed, the archive button appears
  • Using Archive Button, you may hide new hire record from New Hire Activity tab
  • Hiring Manager Activity will be hidden and record will be available in Manage Data 

Remove Open and Overdue Hiring Managers Activities via Export &nd Import 

Before removing the Hiring Manager Activities in To Do, the System Administrator needs to have the following:

Permission Roles

  • Miscellaneous Permissions > OnboardingProcess > Edit and Import/Export Field Permission
  • Metadata Framework > Manage Data 

Once the prerequisite permission roles are granted, follow the steps below on how to remove open or overdue Hiring Manager Activities:

Export Generic Object OnboardingProcess

  1. Navigate to SAP SuccessFactors HCM
  2. Click Main Menu and select Admin Center
  3. Under Tools, locate Import and Export Data
  4. In the dropdown field Select the Action to Perform, click Export Data
  5. In the dropdown field Select Generic Object, find and click OnboardingProcess
  6. In the dropdown field Select all data records, click Yes if you want to export all Manager Hire Activities and No for specific people
  7. If user selected No in Select all data records, the field requires at least 1 Manager Hire Activities
  8. Click Export button once finished

    screenshot0008_ 04162019043159.png
  9. Go back to Admin Center and under Tools, search Monitor Job
  10. Confirm and download the OnboardingProcess file

    screenshot0010_ 04162019044714.png

    screenshot0011_ 04162019044747.png

 Editing the ProcessStatus

  1. Open the compressed file and export "OnboardingProcess.csv"

    screenshot0012_ 04162019045106.png

    screenshot0013_ 04162019045138.png

  2. Changed the ProcessStatus cell of new hire record from OPEN to CLOSED


BEFORE

screenshot0014_ 04162019050001.png

AFTER

screenshot0015_ 04162019050007.png

  1. Click Save to reflect changes made

Note:

  • ProcessStatus column only accepts the following values
    • OPEN
    • CLOSED
    • NOT_REQUIRED
  • If only 1 user needs to be updated, use Notepad and replace OPEN to CLOSED 

Import Updated Generic Object OnboardingProcess

  1. Navigate to SAP SuccessFactors HCM
  2. Click Main Menu and select Admin Center
  3. Under Tools, locate Import and Export Data
  4. In the dropdown field Select the Action to Perform, click Import Data
  5. In the dropdown field Select Generic Object, find and click OnboardingProcess
  6. In the File field, click Browse button and select saved OnboardingProcess.csv
  7. Click Validate button to review if the selected file has a correct format and values
  8. Click Import button to save the changes

Note:

  • When validating an import, a job will run and a file will be generated with error in Monitor Job for an Export
  • An error message will receive in the exported file and what incorrect value needs to rectify
  • SAP SuccessFactors Cloud Product Support is not responsible for importing or editing csv files to your production system, as a System Administrator please utilise this KBA
  • For customers who are having trouble on following this KBA, please schedule an Expert session in SAP One Support Launchpad 

Learn More...

Trying to correct the ProcessStatus of OnboardingProcess in Manage Data and field is a read-only, see KB article 2509656 to understand further.

Keywords

sf, success factors, ONB, OBD, on boarding, onboardingprocess, Correction, Generic Object, Manage Data, Import and Export Data, New Hire Activity, NHA, Manager Activities, Meeting, Welcome Message, People, Contact, Calendar, todo, list, over due, close
, KBA , LOD-SF-OBD-SCR , Software Changes, Services, Provisioning etc. , How To

Product

SAP SuccessFactors Onboarding all versions