- How to assign the PHV step to Recruiter instead of Hiring Manager.
- PHV assigned to another party than the Recruiter.
- Initial Onboarding step assigned to another party than the Recruiter.
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SAP SuccessFactors Onboarding
Points to Note:
- PHV steps are assigned to Hiring Manager by default.
- If another user is the desired target, this activity can be assigned to another role.
- For the Recruiter role, the following configuration changes need to be done:
- Navigate to Security > Groups in Onboarding:
- Click Group Recruiter and click the checkbox:
- Click Assign and the Onboarding Activity Permission. It should have the PHV step checked so that activity will be assigned to the Recruiter:
- Check depending on which activity needs to be assigned:
- Onboarding Monitoring Step permission explains which steps can be viewed.
- Ensure the Hiring Manager role has no ability or is not assigned for the PHV step:
- Choose which activities the Hiring Manager has access to view.
- Make the following changes in Super Admin Site. Navigate the Customer Account > Processes > Onboarding > Step 1 (Post Hire Verification). Click Assign options:
- Create the key Recruiter by clicking on the Add Options button:
- Make sure the mappings are correct in RCM so the candidate moving from RCM to Onboarding gets assigned as Recruiter automatically. Confirm the mapping by navigating to Admin Tools > Onboarding Integration setup > Choose Requisition type > map the key Recruiter to Recruiter value.
- Make sure the activities are assigned to the Recruiter is by going to Import/Export > HRXML.ImportNewHire in Super Admin:
- Export the file.
- Open it in Notepad or Notepad++
- Search for the string <xsl:when test="./ID='HiringManager'">
- Replace the value with Recruiter.
- Save the file and import it back:
Note: Search for the value "Recruiter" rather than Hiring Manager.
Assign activity, recruiter, Hiring manager, SF, Success Factors , KBA , LOD-SF-OBD , Onboarding , How To