How Codebot Can Help Your Company Move from Onboarding 1.0 to Onboarding 2.0

Here are the key differences between Onboarding 1.0 & Onboarding 2.0

As organizations upgrade from SAP SuccessFactors Onboarding 1.0 to Onboarding 2.0, they often face challenges involving security configuration, process variants, document migrations, and general feature set parity. Codebot streamlines this transition by automating and optimizing key steps in the new Onboarding 2.0 process. Below are some of the ways Codebot supports a smooth and successful migration:

Ensures Robust Security Through Role-Based Permissions (RBP)

Centralized Permission Control: Codebot can help you quickly map out and configure RBP settings for users and administrators, ensuring the right stakeholders have the appropriate access for your onboarding 2.0.
Automated Checks: By automating permission checks, Codebot makes it easier to ensure that changes made in Onboarding 2.0 stay aligned with your existing security practices.

Streamlines Custom Panel and Task Creation

Document Templates: Codebot helps streamline the migration and creation of document templates into Onboarding 2.0, whether from a 1.0 or 2.0 instance. It ensures brand consistency and compliance standards are maintained, supporting both the migration process and cutover tasks.
MDF Configuration and UI Creation for Custom Panels: Panels in Onboarding 1.0 cannot be directly migrated to Onboarding 2.0, as the panel configuration is now divided into MDF Objects and the Config UI. With the Metadata Framework (MDF), and Config UI; Codebot can create and update custom objects, fields, and UI layouts for panels, enabling you to tailor Onboarding 2.0 to meet your organization’s specific needs.

Manages Multiple Task Types

Standard Tasks: Quickly spin up standard Onboarding 2.0 using Codebot’s configuration automation.
Goals if PMGM Is Assigned: If Performance and Goals (PMGM) are integrated, Codebot helps align onboarding tasks with performance goals or upcoming objectives.
Custom Tasks: For more specific or unique workflows—like specialized training or orientation steps—Codebot can create custom tasks to meet your internal processes.

Sets Up Responsible Groups and Day One Activities

Ownership and Accountability: Codebot simplifies how you define and assign Responsible Groups (e.g.HR, IT, Hiring Manager) so everyone is clear on their role in the onboarding process and even migrate them to other instances of SAP SuccessFactors.
Employee-Focused Experience: Through Codebot, you can configure Day One activities—like office tours, system logins, or meet-and-greets—ensuring a memorable first day for new hires.

Organizes Checklists, Equipment Categories, and Orientation Meetings

Automated Checklists: By leveraging Codebot’s configuration capabilities, you can quickly set up checklists that track each step of the onboarding journey.
Equipment Categories: Streamline the setup of laptops, mobile devices, or other necessary equipment for new hires, with Codebot automatically routing tasks to the correct department.
Orientation Meetings: Codebot can help schedule orientation sessions and ensure invites, materials, and reminders go out on time.

Facilitates Process Variants and Email Templates

Custom Process Flows: For global or multi-departmental onboarding requirements, Codebot’s workflow engine can quickly adapt Onboarding 2.0 process variants to different regions, roles, or business units.
Personalized Email Templates: Use Codebot to build out or migrate email templates that reflect your company’s brand. Automated triggers ensure timely communication with new hires, managers, and HR teams.

Migrates Document Templates Between 1.0 and 2.0 (or Among 2.0 Instances)

Streamlined Document Conversion: Instead of manually recreating forms and templates, Codebot automates much of the conversion process from onboarding 1.0.
Cross-Instance Consistency: If you maintain multiple SuccessFactors instances for different regions or subsidiaries, Codebot facilitates quick and consistent document template migrations between various Onboarding 2.0 environments.

Key Benefits of Using Codebot for Onboarding 2.0

Faster Implementation: By automating critical setup tasks, Codebot accelerates your time-to-deployment for Onboarding 2.0.
Reduced Errors & Rework: Pre-built templates, automated migrations, and standardized configurations minimize manual data entry and the risk of inconsistencies.
Enhanced User Experience: Clear tasks, seamless Day One activities, and tailored email notifications lead to a smoother onboarding journey for new hires and managers alike.
Scalability & Adaptability: Codebot’s workflow engine and MDF-driven features allow you to scale or adapt to changing business requirements without extensive rework.
Ensured Compliance & Security: Role-Based Permission (RBP) checks and structured transitions guarantee your organization meets both internal and external compliance standards.


Conclusion
Moving from Onboarding 1.0 to Onboarding 2.0 can be a complex process, but Codebot simplifies each step—whether it’s migrating documents, creating custom panels, or building detailed process variants. With Codebot as your partner, you can ensure a secure, consistent, and engaging onboarding experience that meets your organization’s evolving needs.

Updated on: 09/01/2025