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# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_3m0lqb.png)](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1vkvbqj.png)


###### 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.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1km72sw.png)


###### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1jm6t6c.png)


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

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_3qyhi6.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_8cp4be.png)

###### 7. Final Verification in SAP SuccessFactors
* Go to **Admin Center** → **Email Services** → **Email Categories**.
* Confirm the presence of the **newly created email category** in your instance.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1vm49yi.png)