General Robotics

• Ready for Robotic Testing?

  Ready to try robotic testing for CodeBot? Below are a list of standard scenarios the bot can accommodate for. Prior to robotics training, please complete this intake form and book a meeting with the team for an initial discussion call. Please also review the scenarios before to determine if the bot testing is aligned with your current processes. RCM & ONB Overview color ed0202 (Items in *Few readers

• Robotics - Prepare Workbook

  Prepare Workbook for Robotic Testing Robotic Testing starts by having a completed configuration workbook for the module that you are going to be testing: EC, Recruiting, ONB, and COMP. RCM & ONB - Auto Prepare Within the recruiting & onboarding workbook generation, there is an option to Prepare Robotics, select that checkbox and it will auto select all elements required for the workbook. Once it has completed, your workbook will appear in your Robotics workspace, and you can compleSome readers

Recruiting (RCM)

• Robotics - RCM - End to End

  This Article is a complete step by step process for RCM Robotics. Follow the steps below. You can also find the individual KBAs per step on our site. Please make sure that your Codebot User also has the additional RBP required for Robotics:&x20; Robotics RCM is executed by a sequence as below; Job Requisitions Candidates Job Application Before proceeding, create a new iteration andSome readers

• Robotics - RCM - Create Req from Position (#1)

  Reminder Run or use your most recent RCM workbook to create a new Robotics Recruiting Iteration (Robotics - Prepare Workbook) Prepare sheet and select Recruiting Robotics - this brings in your configuration, to the robotics to sheet Pre-create your positions and ensure they meet your environment eligibility for req creation (i.e. if To Be Hired = yes to create a req or similar). Please note, if you are trying toFew readers

• Robotics - RCM - Create Req within RCM (#2)

  Creating a Requisition directly within RCM I There are 2 ways to prepare the data. Manual (all data entered by tester) Create your new Iteration & prepare sheet (if not already done so) (Robotics - Prepare Workbook) Once completed, go to the Job Requisition Tab Navigate to the relevant template that you wouldFew readers

• Robotics - RCM - Copy Existing Requisition (#2A)

  Copy Existing Requisition For scenarios when an approved requisition exists that you simply need copies of (max 20). Run or use your most recent RCM workbook to create a new Robotics Recruiting Iteration (Robotics - Prepare Workbook) Prepare sheet and select Recruiting Robotics Once completed, open the sheet and go to the Robotics Config Tab Scroll to columns O & P Enter the req ID in Column O that you wFew readers

• Robotics - RCM - Create Candidate profile (#3)

  Additional Notes for Testing External Candidates Only: The bot creates and processes external candidates exclusively. It does not create or act on internal candidates. Country‑Specific Application Data: If you are testing application fields that vary by country, make sure the correct Country is selected on the candidate profile. This ensures the appropriate fields flow into the application during creation. Resume / Attachment Fields: For any resume or attachment fields in the workbook, youFew readers

• Robotics - RCM - Candidate Application (#4)

  Important Items to Note: Multiple Application Templates: If your system uses more than one application template, make sure you are entering the correct application data for the requisition template you’re testing. Multiple Applicant Status Sets: The bot only pulls statuses from the default status set. If your requisition uses a different status set, check your system and enter the correct statuses in the workbook for candidate movement. Existing External Candidates: IfFew readers

Onboarding 2.0 (ONB)

• Robotics - RCM/ONB - Initiate ONB (#5)

  Pre-Requisites Within Recruiting - ensure that any data required to map from RCM to ONB has been completed (Offer details, start date etc) Move candidate into the applicant pipeline step where ONB can be initiated Step 1: Open the Candidate Config Worksheet Create your new Iteration & prepare sheet (if not already done so) (Robotics - Prepare Workbook) Open the workbook and navigate to the CandidatFew readers

• Robotics - ONB - Add to Onboarding (direct) (#1)

  Candidate config tab & hire to onboarding tab. If done individually it will be 2 steps Step 1: Connect and Prepare the Workbook Create your new Iteration & prepare sheet (if not already done so) (Robotics - Prepare Workbook) Once the process is complete, open the workbook. Purpose of the Initial Prepare The initial prepare step configures your workbook using the settings and structure from the connected wFew readers

• Robotics - ONB - New Hire Data Review (NHDR) (#2)

  1. Initialize a New Iteration Create a new iteration in Codebot. Run the initial (standard) prepare process. 2. Update Candidate Configuration Sheet Open the configuration workbook. Navigate to the Candidate Config sheet. Enter the required data in all relevant sections as below.  Use Column L = Yes when you want the system to generate fake NHDR data for testing. • The fake data will not match the candidate or requisition. *• Mapped fields from RCM → ONBFew readers

• Robotics - ONB - Candidate Review (#3)

  The Candidate Review is the second step in the Robotics Onboarding process and begins once the NHDR (New Hire Data Record) step has been successfully completed. Overview This step focuses on reviewing and validating the candidate’s personal information to ensure accuracy before proceeding further in the onboarding workflow. Create your new Iteration & prepare sheet (if not already done so) ( Robotics - Prepare Workbook (httpsFew readers

• Robotics - ONB - Assign Tasks (Standard) (#4)

  After completing the Candidate Review step, follow the steps below to assign and execute tasks.   Step 1: Open the Assign Tasks Worksheet Create your new Iteration & prepare sheet (if not already done so) (Robotics - Prepare Workbook) Navigate to the Assign Tasks tab. Step 2: Configure Task Execution Column D – Task InitiatioFew readers

• Robotics - ONB - Additional Tasks (Additional Data Collection) (#5)

  Step 1: Open the Additional Tasks Worksheet Create your new Iteration & prepare sheet (if not already done so) (Robotics - Prepare Workbook) Navigate to the Additional Tasks tab. Step 2: Configure Task Execution Fill out the data for Additional tasks in Column F Then in Column G, select the candidate ID and in Column H, set the processing status to pending. (https://storage.crisp.chat/users/hFew readers

• Robotics - ONB - Form Signing (#6)

  Step 1: Open the e-Signing Worksheet Create your new Iteration & prepare sheet (if not already done so) (Robotics - Prepare Workbook) Open the Robotics ONB workbook. Navigate to the e-Signing tab. Step 2: Configure Task Execution Fill out the data for in Column B & C (this tells the bot to sign the forms for that candidate) Column D can be left blank Then in Column F, select the candidate IDFew readers

Employee Central (EC)

• Robotics - EC

  This is a step by step guide for Robotics EC. Click on the Robotic Testing module tile. Then, click on your desired workspace. Click on add new iteration. Here, add the iteration number, type, workspace name, workSome readers

• Robotics - EC HRBP Approval

  For more help with EC Robotics; click on the link below: https://help.sfcodebot.com/en/article/employee-central-robotics-sr0ymp/ HRBP Approval group user needs to be added when entering data in "Default Approvers" tab, to ensure that the approval process is smooth. To check the HRBP group members, you need to navigate to "Manage Workflow Groups" On this screen click on the membership and this wiFew readers

• Robotics - EC (Errors)

  This article will help you resolve configuration errors while you run EC - Robotics If you see a log indicating that the user does not exist in the instance, but the screenshot shows the user, it likely means you haven't entered the correct username for that user. However, entering the username of the account holder will result in an error. This screenshot below is an example of the error mentionedFew readers