Support Articles Based on Workbook Topic

• ONB - Central Orientation Meetings

  This guide will help you to create and update Central Orientation Meetings in Onboarding 2.0 module using Codebot. Open the Onboarding 2.0 workbook and navigate to the Central Orientation Meetings tab. Populate the columns as follows: Column B: set the Processing Status to Pending. Column C: Enter a new Meeting ID Column E: set the Agenda for the meeting Column F: add the Start Date and Time Column G: add the End Date and Time Column H: Enter the CountFew readers

• ONB - Data Collect Config

  This article guides users through the process of adding/updating Data collect Config in SAP SuccessFactors using CodeBot. ✅ Prerequisites Access to SAP SuccessFactors with administrative rights. Access to CodeBot. Onboarding 2.0 Workbook available for editing. SSO access or valid SAP SuccessFactors credentials. 📝 Steps to Update Configuration 1. Prepare the Onboarding 2.0 Workbook Open the Onboarding 2.0 Workbook. Navigate to the Data CollectFew readers

• ONB - Data Mapping

  This guide will walk you through the process of updating Data Mapping in Onboarding 2.0 module using Codebot for SAP SuccessFactors. Open your SuccessFactors instance and navigate to the Recruit-to-Hire Data Mapping section. From the left panel under Employee Central HRIS Elements, select emailInfo. You'll notice that the Recruiting Template and Recruiting Field columns are currently empty. These fields will be automatically populated using CodeBot, streamlining the dataFew readers

• ONB - Day One list

  This article will help you in adding a new Day one list in Onb 2.0. Login to your CodeBot account and navigate to the onboarding 2.0 module tile. This will take you to the workspace window, open your workspace. Now open the workbook and navigate to the Day one List tab. Here add new LiFew readers

• 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 LoFew readers

• ONB - Email Templates

  This article will help you adding an Onboarding Email Template using CodeBot for SAP SuccessFactors. Login to your CodeBot account and navigate to the onboarding 2.0 module tile. This will take you to the workspace window, open your workspace. Open the workbook and navigate to the emailFew readers

• ONB - Email Triggers

  This guide will help you to create and update Email Triggers in Onboarding 2.0 module using Codebot. Log into Codebot and on the dashboard, locate and click on the Onboarding 2.0 module tile. Then, enter into your workspace. Open your Onboarding 2.0 workbook and navigate to the Email Triggers tab. PopulaFew readers

• 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 WorkbookFew readers

• ONB - Hire/Rehire Configuration

  This step-by-step guide will help you to update the Hire/Rehire Configuration worksheet within the Onboarding 2.0 module. Open the Onboarding 2.0 workbook and navigate to the Hie/Rehire Configuration tab. Before proceeding further, make sure that the Processsing Status (column B) is set to pending Columns C & D: Enter the Configuration code and Configuration Title Column E: Set the Configuration Status to Active fill out the rest of the columns asFew readers

• ONB - MDF Objects

  Adding an MDF object is now an easier process using CodeBot for SAP SuccessFactors. Navigate to a generated Onboarding workbook and click on "MDF Objects" tab. Set the Processing Status to Pending in Column B Add a custom field of your choice by writing "cust_" at the beginning in Column C, Object ID. fill out all the necessary columns as shown in the image below Close the workbook ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1rzuw6a.pFew readers

• ONB - HRIS Elements

  The following article will help explain how you can update an HRIS element through SF CodeBot. Open the Onboarding 2.0 workbook. The workbook will appear in a new tab on your browser. Select the HRIS Elements worksheet. Before proceeding further, make sure that the Processing Status is set to Pending in column B. Enter Field ID in column C Select Object ID from the drop down in column D Select the configuration type in Column E and enter Object Title in Column F. Fill the remaFew readers

• 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 SetupFew readers

• ONB - Onboarding Programs

  Onboarding refers to the processes by which new hires are integrated into the organization. SuccessFactors Onboarding provides an exceptional, enhanced set of onboarding activities in an organization to manage new hires from the start. This article will help you to get knowledge on how to add a new onboarding program for the salaried population. Below are the mentioned easy steps for your guide. Login to CodeBot for SAP SuccessFactors. [![](https://storage.crisp.chat/users/helpdesk/websitSome readers

• ONB - Process Variant

  This guide will help you to create and update Process Variant in Onboarding 2.0 module using Codebot. To begin updating Process Variant, Log into Codebot and on the dashboard, locate and click on the Onboarding 2.0 module tile. Then, enter into your workspace. Open your Onboarding 2.0 workbook and navigateFew readers

• ONB - Permission Groups

  This guide will help you to create and update Permission Groups in Onboarding 2.0 module using Codebot. To begin updating Permission Groups, log into Codebot and on the dashboard, locate and click on the Onboarding 2.0 module tile. Then, enter into your workspace. Open your Onboarding 2.0 workbook and naviFew readers

• ONB - Responsible Groups

  This guide will help you to create and update Responsible Groups in Onboarding 2.0 module using Codebot. Log into Codebot and on the dashboard, locate and click on the Onboarding 2.0 module tile. Then, enter into your workspace. Open your Onboarding 2.0 workbook and navigate to the Responsible Groups tab.Few readers

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General

• ONB - Moving XDP Files Across Instances

  ONB 2.0 – Moving XDP files across instances Ensure that you have saved copies of the relevant XDP files from your instance (ensure the names of files are accurate too) Log into Codebot **Navigate **to your ONB workspace Either use a current workbook from your source instance or run a new one You want the workbook to be wherever your most current ONB config is (this ensures that signature and mapping fields for the Document Templates are extracted) Navigate to tFew readers

• ONB Translations

  This article will help you update translations for Onboarding 2.0 Objects Items using the translations module, On the dashboard, navigate to the Translations module tile. Then Enter into your workspace. Click on ''Add new iteration'', a form will appear. Select your Company instance from the dropdoSome readers

Moving from 1.0 to 2.0

• ONB - Move from Onboarding 1.0 to Onboarding 2.0 using Codebot

  Here are the key differences between Onboarding 1.0 & Onboarding 2.0 As organizations upgrade from SAP SuccessFactors Onboarding 1.0 to Onboarding 2.0, they often face challenges involving security configuration, process variants, document migrations, and general feature set parity. Codebot streamlines this transition by automating and optimizing key steps in the new Onboarding 2.0 process. BSome readers