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To upload document templates and assign signature placeholders, users need the 'Manage Document Template' and 'Manage Document Template Mapping' permissions. These permissions allow for managing document templates and ensuring accurate mapping of signature placeholders for onboarding documents.

SAP SuccessFactors Offboarding includes several preconfigured e-mail templates, such as 'Offboarding Exit Interview Scheduling,' 'Offboarding Cancelled,' and 'Announce Termination Message.' These templates streamline communication with employees during the offboarding process.

The ONB2_OFB_EmployeeReviewCheck rule enables offboarding employees to review and edit their personal information as part of the exit process, ensuring that their records are accurate and up to date before their departure.

Predefined business rules for Onboarding, such as 'ONB2_PreDay1AccessCheck,' 'ONB2_ProcessClosurePeriodConfig,' and 'ONB2_InternalHire_Configuration,' manage tasks like pre-start access, process closure timelines, and internal hire configurations to support structured onboarding workflows.

SAP SuccessFactors Onboarding supports several features designed to streamline and automate the onboarding process. These features include document generation, which allows creating and managing onboarding documents; e-signature capabilities to facilitate digital signing of onboarding documents; and the ability to reassign employees globally. The module also integrates with external HRIS systems, ensuring data flows seamlessly into internal processes, and collects critical personal information from new hires.

To provide Onboarding access to the future manager of an internal hire, permissions can be set up through Role-Based Permission (RBP) configurations. Creating an RBP role with the necessary permissions and assigning it to the 'Future Manager (Internal Hire)' group is one option. Additionally, modifying the jobRelType picklist by adding a specific code (e.g., 'managers (internal hire)') allows managers to be designated correctly for internal hires in the onboarding process.

Custom tasks for onboarding programs can be created using custom MDF (Metadata Framework) objects within SAP SuccessFactors. The custom MDF object serves as the foundation for the task, which can then be linked to an onboarding program. This approach allows for the customization and flexibility needed to adapt to unique onboarding processes.

The hiring manager and onboarding participants require specific permissions to manage new hire data effectively. Permissions such as 'Update New Hire Data' and 'Complete Data Collection Tasks' allow for the completion of onboarding activities on behalf of the new hire. 'Access New Hire Data Permission' provides access to the new hire's data, ensuring onboarding participants can complete essential tasks as part of the onboarding workflow.

The Read Audit Reports feature in SAP SuccessFactors Onboarding provides visibility into various data points related to the onboarding process. This includes records of e-mail notifications sent as part of onboarding communications, custom data captured through MDF custom objects, and data integrated from Recruiting Management and Employee Central. These capabilities help ensure compliance and transparency in onboarding data management.

Custom tasks for offboarding programs can be created by developing a custom MDF object, which enables the configuration of unique tasks tailored to the offboarding process. Additionally, creating a user interface through the UI Template Editor allows these tasks to be displayed and managed effectively within the SuccessFactors system.