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# ONB - Onboarding Settings


This article guides you through the step-by-step process of updating **Onboarding Settings** in **SAP SuccessFactors** using **CodeBot**.

**1. Overview**

The **Onboarding Settings** screen includes multiple navigation paths, all connected to a single worksheet within the workbook.
 
**2. Review Current Configuration in SAP SuccessFactors**

Log in to your **SAP SuccessFactors** instance and navigate to the following screens one by one:
        
* **Admin Center > Onboarding Integration Setup**
* **Process Flows** for both **Onboarding** and **Offboarding**
* **Email Services**

Review and take note of the existing data. This data will be updated using CodeBot.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_u98s0z.png)
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1fznelf.png)
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_lkiyss.png)

 
**3. Open the Workbook**

Launch the **Onboarding 2.0** workbook and go to the **Onboarding Settings** worksheet.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1pwyejp.png)

**4. Update the Data**

* Set the **Processing Status** to **Pending** for the rows you wish to update.
* Enter the updated values accordingly.
* Once the changes are complete, **close** the workbook.

These updates will be processed by CodeBot to reflect the new configuration in your instance efficiently and accurately.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1yahs7n.png)

5. Back in CodeBot, click on the hamburger menu and select Start Configuration.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_i4fgtf.png)
 
6.  Login using Single Sign-On (SSO) if it is enabled. If SSO is not available, enter your SuccessFactors password.
 
* Next, provide the execution notes
* Finally, check the "**Onboarding Settings**" box and click Confirm & Start to initiate the process
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_ht4vjy.png)
 
7.       Monitor Progress of the 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)
 
 
8.       Reopen the **Onboarding 2.0** workbook to verify the updates. The **Processing Status** will now display as **Passed**, indicating that the Onboarding Settings have been successfully updated. Additionally, all successfully updated fields will be **highlighted in green**, providing a clear visual confirmation of the changes made.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_13l135h.png)

9. To verify the changes in **SAP SuccessFactors**, log back into your instance and navigate to:

**Admin Center > Onboarding Integration Setup **and review the screens you previously updated—such as **Process Flows** and **Email Services**—to confirm that the new values have been accurately applied.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_14aguhx.png)
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_wo098y.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_2u0uo5.png)
 
This ensures the updates made through CodeBot are now efficiently reflected within the SAP SuccessFactors instance.

Thank you!