SAP Knowledge Base Article - Public

2914258 - [ONB 2.0] How to Archive Onboarding/Offboarding Tasks

Symptom

You can configure your application to remove completed or irrelevant Onboarding tasks from the dashboard of the assigned Onboarding/Offboarding participants.
 
Tasks created as a part of the Onboarding/Offboarding process have a specific due date. Once the tasks are addressed and the Onboarding/Offboarding process is complete, there is no reason for the tasks to remain on the dashboard of the assigned Onboarding/Offboarding participants. The reasoning also applies to incomplete tasks that wont be addressed by the assigned participants due to some reason.

Environment

Successfactors Onboarding 2.0

Reproducing the Issue

Go to the ONB Dashboard and check the activity present here.

Resolution

Onboarding 2.0 facilitates auto archival of Onboarding/Offboarding tasks with the help of:
 
1) A business rule, which identifies the Onboarding/Offboarding tasks to be archived based on a configured criteria.
You can configure business rule to automatically remove completed or irrelevant onboarding tasks from the dashboard of the assigned Onboarding participants.
 
Set up the Business Rule, Enter Configure the Period to Close and Archive Onboarding Processes and Tasks in the Scenario field, select the option, and choose Go. Below is the Rule reference.
 
2) A batch job from Provisioning, which runs periodically to archive Onboarding/Offboarding tasks based on inputs received from the business rule.
You can create a batch job and configure it to manage the archival of onboarding/offboarding tasks.

Create new job in Provisioning, Find Job Definition and enter the Job Name, Job Owner, and select BizX Daily Rules Processing Batch from the Job Type dropdown.
 
Note:
This job removes all the pending Offboarding tasks of the candidates whose termination dates, as well as the number of days mentioned in Configure the Period to Close and Archive Onboarding Processes and Tasks rule, have also passed.
 
To manually execute the job, you can go back to the Manage Scheduled Jobs page, search your batch job, and select Run It Now from the dropdown under the Actions tab.

Keywords

Archive Task, Onboarding /Offboarding 2.0 , KBA , LOD-SF-OBX-JOB , Conversion External User to Internal User , How To

Product

SAP SuccessFactors Onboarding 1905