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# ONB - Equipment Category 

### Purpose
This guide outlines the steps to **add a new Equipment Category** in SAP SuccessFactors using the **Onboarding 2.0 Workbook** and **CodeBot automation tool**.

### ✅ Prerequisites
* Access to SAP SuccessFactors with permissions for Onboarding 2.0 configuration.
* Access to CodeBot.
* Onboarding 2.0 Workbook generated.
* SSO access or valid SFSF credentials.

### Step-by-Step Instructions
#### 1. Open the Onboarding 2.0 Workbook
* Launch the **Equipment Category Configuration Workbook**.
* Ensure the **Processing Status** is set to **`Pending`**.
#### 2. Fill in the Required Columns
| Column | Description |
| ---- |
| **C** | **Processing Category ID** – Unique identifier for the process category. |
| **E** | **Equipment Category ID** – Identifier for the new equipment category. |
| **F** | **Category Name** – User-friendly display name for the category. |
| **G** | **Icon**Icon name or reference associated with the category. |
| **I** | **Equipment Category/ID** – Links the equipment to the category. |
| **J** | **Child Item ID** – Identifier for nested or related items. |
| **K** | **Item** – Equipment or asset name being added. |
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_r9c942.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_fj3580.png)

#### 3. Launch CodeBot Automation
* Open **CodeBot** and click on the **hamburger menu (☰)**.
* Select **“Start Configuration”** to begin the automation process.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_c6sxwl.png)


#### 4. Authenticate and Start
* If **SSO is enabled**:
    * Provide **execution notes**, select **Equipment Category**, then click **Confirm and Start**.
* If **SSO is not enabled**:
    * Enter your **SAP SuccessFactors password**, check **Equipment Category**, and click **Confirm and Start**.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_77e868.png)

#### 5. Monitor Execution
* [https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798](https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798)

#### 6. Review the Workbook for Confirmation
* Once the automation completes:
    * Reopen the workbook.
    * Look for **green-highlighted rows**, which indicate **successful processing**.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_12eyayw.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1lz0p6j.png)

#### 7. Verify in SAP SuccessFactors
* Go to **Admin Center** → **Manage Onboarding and Offboarding Tasks**.
* Navigate to **Task Settings**.
* Confirm that the **new equipment category** appears as expected.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1htc0yn.png)

Thank you!