Articles on: Onboarding 2.0

ONB - Email Categories

Purpose

This guide walks you through the steps required to add a new email category in SAP SuccessFactors using the CodeBot automation tool and the Onboarding 2.0 workbook.


✅ Prerequisites

  • Access to SAP SuccessFactors with relevant admin permissions.
  • Access to CodeBot.
  • Onboarding 2.0 workbook generated.
  • If SSO is not enabled, you must have your SFSF login credentials ready.


Step-by-Step Instructions:


1. Open the Onboarding 2.0 Workbook in CodeBot
  • Locate the Email Category tab in the workbook.


2. Fill in the Email Category Details


Note: Make sure to set the processing status to pending and proceed afterwards.
Enter the process category name in column C, repeat the same name in column E (after the divider), provide a description in column F, and specify the content builder in column G. Then, fill in the recipient details in the section after the divider, and close the workbook.


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3. Run CodeBot Automation

Click the hamburger menu (☰) and select “Start Configuration.


4. Authenticate & Start
  • If SSO is enabled:
    • Enter execution notes, check the box for Email Categories, and click Confirm and Start.
  • If SSO is NOT enabled:
    • Enter your SFSF password, then follow the same steps as above.



5. Monitor the Execution
  • Click the “i” icon to monitor the execution status in real time.
  • Screenshots and logs will be available to validate each update.




6. Verify Success
  • Once the execution is complete, open the workbook.
  • Look for green-highlighted rows, indicating successful updates.




7. Final Verification in SAP SuccessFactors
  • Go to Admin CenterEmail ServicesEmail Categories.
  • Confirm the presence of the newly created email category in your instance.




Updated on: 30/06/2025

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