SAP Knowledge Base Article - Public

2355113 - How to close Overdue Onboarding task in To Do List - Onboarding

Symptom

How to close overdue Onboarding task in To Do List

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

Reproducing the Issue

  1. Logs into BizX
  2. Navigates to Home Page
  3. Overdue task exists in To Do list
    Overdue_ONB_ToDoTask.png

Cause

Unable to change the status directly in Onboarding process

Resolution

  1. Navigate to Admin Center
  2. Manage Permission Roles
  3. Check user has permission to "Import/Export" under OnboardingProcess in Miscellaneous Permissions
  4. Import_Export_Permission.png
  5. Navigate to Admin Center
  6. Search and navigate to Import and Export Data
  7. Select "Export Data"
  8. Select "OnboardingProcess" as the generic object
  9. Search and select the candidate you wish to close the task for
  10. Click Export
    Export_ONBProcess.png

  11. Navigate to Monitor Job
  12. Download the export file
    MonitorJob_ExportFile.png
  13. Open the file "OnboardingProcess.csv"
  14. Change the processStatus from OPEN to CLOSED
  15. Save changes to the file
    OnboardingProcess_csv_update_status_to_closed.png
  16. Next navigate to Import and Export Data
  17. Select Import Data
  18. Select "Onboarding Process" for the generic object
  19. Upload the file you just updated
  20. Click Import
    Import_ONBProcess.png
  21. Navigate to Monitor Job
  22. Check the status of the import and confirm it was successful
  23. Task should now be closed

Keywords

Onboarding Task, To Do Task, To Do list, Overdue Task, Overdue Onboarding Task, OnboardingProcess, Open OnboardingProcess, Close Task
, KBA , LOD-SF-OBD-SCR , Software Changes, Services, Provisioning etc. , How To

Product

SAP SuccessFactors Onboarding all versions