SuccessFactors Recruitment and Onboarding - purdue.edu Tools/ppt... · • Acceptance triggers...

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SuccessFactors Recruitment and Onboarding Simplify, Streamline, Organize, Automate

Transcript of SuccessFactors Recruitment and Onboarding - purdue.edu Tools/ppt... · • Acceptance triggers...

Page 1: SuccessFactors Recruitment and Onboarding - purdue.edu Tools/ppt... · • Acceptance triggers automated onboarding and employee data populated in HR/Payroll system • New Employee

SuccessFactorsRecruitment and Onboarding

Simplify, Streamline, Organize, Automate

Page 2: SuccessFactors Recruitment and Onboarding - purdue.edu Tools/ppt... · • Acceptance triggers automated onboarding and employee data populated in HR/Payroll system • New Employee

What is SuccessFactors?

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• An integrated, cloud-based core human capital management solution

• Allows information collected in one area to populate information in another area, creating a unified location for employee data through an employee’s life cycle, from new hire to retiree

• Deploys April 1, 2018

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INTEGRATION AND AUTOMATION

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• Manager selects to post, review

• Position posted; position budget approved, automated workflow

• Candidates reviewed –supervisor/committee access information easily in system

• Offer letter auto-generated

• Acceptance triggers automated onboarding and employee data populated in HR/Payroll system

• New Employee receives welcome message/ completes pre-start date activities

• New employee has system access day one

• Employee completes week one activities - enrolls in benefits, when applicable

• Employee and supervisor have baseline goals and first 90 days mapped

• Create Position or Existing Vacancy prompts automated posting options in SuccessFactors

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SuccessFactors and You

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Dropdown for menu options

Quick search bar

User profile

Tiles

Tasks and Reminders

All employees will access SuccessFactors to:

• Review pay statements• Update tax forms• Update personnel

information, including education

• Update bank information • Request time-off or leaves

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Foundation Organizational Structure and Position Management

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SuccessFactors structure:• Traditional organizational chart

view• Position organization chart

displays position details and kicks-off posting or recruitment process

• Positions incorporate job family details including identifying career stream, job and job level

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Position Creation Demonstration

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1. A position must be created to start the recruitment process

2. An initiator role provides the availability to create or edit position within SuccessFactors; in the sneak peek, the administrative assistant has the initiator role to create the position

3. Human Resources reviews and approves

Sasse Steele, Compensation Manager, demonstrates creating and approving a position.

Visit SuccessFactors Sneak Peek webpage to view demonstration

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Recruitment

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Three Distinctive Hiring Processes:- Faculty- Staff- Student

Four Advantages: 1. Reduced time to post 2. Mobile-enhanced3. Transparency of progress4. Integration to onboarding and payroll

All Processes Include:- Automated workflow- eApprovals- eOffers - Ratings and notes captured in SuccessFactors- Access to reports and data

The position information demonstrated in the previous slide will populate important requisition fields, so the initiator only needs to complete the information needed to post and hire the position. Recruitment Summary

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Faculty RecruitmentPost a Position

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Faculty RecruitmentExtending an Offer

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Process Flow - Faculty

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Staff RecruitmentPost a Position

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Staff RecruitmentExtending an Offer

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Process flow - Staff

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Student RecruitmentPost a Position

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Student RecruitmentExtending an Offer

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Process Flow - Student

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Brenda Coulson, Director –Talent Acquisition talks through the following roles in our vignettes. Visit SuccessFactors Sneak Peek webpage to view the following recruitment steps:1. Initiator – Creating Requisition

2. Budget Approver - Fiscal Approval

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Demonstration – Staff Position

3. Employee Applies for Position

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Demonstration – Staff Position

4. Review requisitions, candidate pools, request interviews and select final candidate

5. Create offer letter and review approval flow and acceptance

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Visit SuccessFactors Sneak Peek webpage to view the following recruitment steps:

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Onboarding ONB, XB, OFB, GMPM

Faculty

Staff

Students

Temps

OnboardingModule

OnboardingAudienceThe onboarding module is

used to collect and process new hire information such as taxes and I-9 verification.

It also provides the hiring manager or department the opportunity to create a welcome message and link to important departmental information.

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Processed through

SuccessFactors

• I9 Information• W4/Tax Information• Direct Deposit• Required University policies• Emergency Contact

Onboarding activities

outside SuccessFactors

• Equipment• ID card• Parking Permit

Onboarding Information Collected

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Reviews review payroll information and submit information for storage in SuccessFactor

Customize new hire web portal (wel-come message, identify important web links, assign mentor, establish 90 day goals, etc.)

Initiate the ONB process by reviewing new hire data collected during the recruitment process

Verify new hire documents on the first day of employment

Submit paper work, visit new hire web portal. Meet with ONB specialist 1st day of employment

Five Roles: Centralized and Decentralized

New HireAppointment

SpecialistRecruiter ONB SpecialistONB Coordinator

Future State1. Centralized to HR

Recruiter for staff2. Decentralized to

unit recruiter for faculty

3. Decentralized to hiring manager for students

Future State1. Centralized to

payroll.

Future State1. Decentralized

to new hire.

Future State1. Decentralized

and defaulted to hiring manager unless an ONB coordinator is designated by the hiring manager during recruiting.

Future State1. Centralized to

payroll for faulty and staff

2. Decentralized to business offices and others for student

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Onboarding New Employees

2AOnboarding

Coordinator - Prepare and send online new

hire messaging

2B Submit online

paperwork: direct deposit, work

authorization, sign important policies,

tax forms, other related employment

information

3Onboarding Specialist - Meets face-to-face with employee on

first day to complete work authorization

paperwork.

1Recruiter - One last

review of data entered during

recruitment. Kickoff steps 2A and 2B at

the same time

Diana White, Talent Management Specialist, demonstrates the first two onboarding steps.Visit sit SuccessFactors Sneak Peek webpage to view the demonstration.

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What’s Next

1. Review the other sneak peeks or PowerPoint presentations, specifically time and leaves information

2. Reach out to your change network with questions3. Email [email protected] for further assistance

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