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#Tagging data creator how to
#Tagging data creator download

Make sure namespace and tag are correct on the new window.Add fields to the Tag, click on the folder name ‘Fields’.You can provide the tag name per your project naming convention. In below screen print, I have provided Tag name – NewHire_BiographicalData.Click New Tag which will open a new window and provide a new Tag name.Since this is the only one available for data extracts from onboarding. You can create the tag in any namespaces, but I will suggest using Integration. Path: Onboarding Dashboard > Settings > Data Dictionary > Export Categories > New Tag It will save a lot of energy and time in finding the fields and avoid the errors. This will help in the selection of right data fields and only needed keys will be listed while building the report. I will suggest creating a Tag in Data Dictionary with the report name and assign all data fields to the tag. If the field is already in the data dictionary, the system will give an error message. In Data Dictionary, click the new field, a popup window will come, enter the data field name, label and description.įields are case sensitive hence make sure you have the correct key information. This field contains the personnel number of a new hire.

Once you have the text of the data fields/Keys, create the field with the same naming convention in the data dictionary.Įxample: Add data field ‘EmployeeLogin’. Search an employee record and should be able to find the Key with value. Only certified consultant can access this following below steps in super admin In such scenarios reach out to your implementation partner or SAP Successfactors and ask for the reference fields/Keys details. There are couple of incidents like federal panels, where you cannot find the associated data fields/keys. Step #3 – If Data Fields is missing in Data Dictionary Data Fields can appear in multiple tags and can be copied to multiple tags by the Onboarding Administrator. Tags function like folders to organize and categorize the fields. Please make sure you do not modify the standard delivered Tag and associated data fields.įor reporting create your custom tag as per customer requirements and assign the data fields to the custom tag. On/Offboarding > Settings > Data Dictionary > Export All The Data Dictionary contains all of the fields that are used in SuccessFactors Onboarding and for the Recruiting and Employee Central integrations.

#Tagging data creator download

Step #2 – Download the Data Dictionary of the Onboarding Application

If Onboarding is integrated with BizX, please use User Sync and Permission Sync report to manage the RBP via one central place. Select the employee and click the left arrow to move from Unassigned Users to Assigned Users.

Enter employee first or last name and click search.

Path: Onboarding > Security > Assign Users to Groups I will suggest creating the permission group with role type as User hence it does not get any other administrative permission. Once the user gets access to the onboarding report center, he or she can access new hire onboarding, Crossboarding or Offboarding data. Onboarding does not support any security based on data elements or panel. Standard security guideline is to have a permission group specially created for report permission. Procedure Step #1 – Check the authorization to make sure you are able to access Report Center in Onboarding. There are couple of KBAs that provide details about Onboarding Reports, but the information is scattered and not connecting the dots from start to end of the process.įollowing the below steps in sequence will help in building a successful report/extract

#Tagging data creator how to

I will also try to cover common issues that you can face and how to troubleshoot them. Through this blog, I am trying to explain how a user can create an Onboarding report and schedule data extracts from Onboarding to downstream systems. SAP Successfactors Onboarding 1.0 is not a source system for HRIS data, hence there are not many documentation or great reporting capabilities within Onboarding 1.0, But It is very important for the integration to be able to run some critical extracts and advance reports for meeting legal and day to day business requirements.