1. Recruitment and Onboarding
SuccessFactors
Recruitment and Onboarding
Simplify, Streamline, Organize, Automate

2. What is SuccessFactors?
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

3. INTEGRATION AND AUTOMATION
Create Position or Existing Vacancy prompts automated posting options in SuccessFactors
Employee and supervisor have baseline goals and first 90 days mapped
Manager selects to post, review
Employee completes week one activities - enrolls in benefits, when applicable
Position posted; position budget approved, automated workflow
New employee has system access day one
Candidates reviewed – supervisor/committee access information easily in system
New Employee receives welcome message/ completes pre-start date activities
Offer letter auto-generated
Acceptance triggers automated onboarding and employee data populated in HR/Payroll system

4. SuccessFactors and You
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
User profile
Dropdown for menu options
Quick search bar
Tasks and Reminders
Tiles

5. Foundation Organizational Structure and Position Management
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

6. Position Creation Demonstration
Sasse Steele, Compensation Manager, demonstrates creating and approving a position.
A position must be created to start the recruitment process
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
Human Resources reviews and approves
Visit SuccessFactors Sneak Peek webpage to view demonstration

7. Three Distinctive Hiring Processes: All Processes Include:
Recruitment
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
Three Distinctive Hiring Processes:
- Faculty
- Staff
- Student
Four Advantages:
1. Reduced time to post
2. Mobile-enhanced
3. Transparency of progress
4. Integration to onboarding and payroll
All Processes Include:
- Automated workflow
- eApprovals
- eOffers
- Ratings and notes captured in SuccessFactors
- Access to reports and data

8. Faculty Recruitment
Post a Position

9. Faculty Recruitment
Extending an Offer

10. Process Flow - Faculty PRESENTER NOTES
Talk through the flowchart at a high level. Point out the pieces of the process that will be shown in the demo, or that are large change impacts.

11. Staff Recruitment
Post a Position

12. Staff Recruitment
Extending an Offer

13. Process flow - Staff PRESENTER NOTES
Talk through the flowchart at a high level. Point out the pieces of the process that will be shown in the demo, or that are large change impacts.

14. Student Recruitment
Post a Position

15. Student Recruitment
Extending an Offer

16. Process Flow - Student Student Process Call-Outs:
- quick hire by design
- hiring supervisors can do everything in this process on purpose
- department recruiters can be assigned for each individual requisition to assist the initiator (such as a student lead or admin)

17. Demonstration – Staff Position
Brenda Coulson, Director –Talent Acquisition talks through the following roles in our vignettes. Visit SuccessFactors Sneak Peek webpage to view the following recruitment steps:
Initiator – Creating Requisition
Budget Approver - Fiscal Approval
3. Employee Applies for Position

18. Demonstration – Staff Position
Visit SuccessFactors Sneak Peek webpage to view the following recruitment steps:
Review requisitions, candidate pools, request interviews and select final candidate
Create offer letter and review approval flow and acceptance

19. Onboarding ONB, XB, OFB, GMPM Faculty Staff Students Temps
Module
Audience
The 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.

20. Onboarding Information Collected
Processed through SuccessFactors
I9 Information
W4/Tax Information
Direct Deposit
Required University policies
Emergency Contact
Onboarding activities outside SuccessFactors
Equipment
ID card
Parking Permit

21. Five Roles: Centralized and Decentralized
Recruiter
ONB Coordinator
New Hire
ONB Specialist
Appointment
Specialist
Initiate the ONB process by reviewing new hire data collected during the recruitment process
Customize new hire web portal (wel- come message, identify important web links, assign mentor, establish 90 day goals, etc.)
Submit paper work, visit new hire web portal. Meet with ONB specialist 1st day of employment
Verify new hire documents on the first day of employment
Reviews review payroll information and submit information for storage in SuccessFactor
Future State
Centralized to HR Recruiter for staff
Decentralized to unit recruiter for faculty
Decentralized to hiring manager for students
Future State
Decentralized and defaulted to hiring manager unless an ONB coordinator is designated by the hiring manager during recruiting.
Future State
Decentralized to new hire.
Future State
Centralized to payroll for faulty and staff
Decentralized to business offices and others for student
Future State
Centralized to payroll.

22. Onboarding New Employees
Diana White, Talent Management Specialist, demonstrates the first two onboarding steps.
Visit sit SuccessFactors Sneak Peek webpage to view the demonstration. 1
Recruiter - One last review of data entered during recruitment. Kickoff steps 2A and 2B at the same time 2A
Onboarding Coordinator - Prepare and send online new hire messaging 3
Onboarding Specialist - Meets face-to-face with employee on first day to complete work authorization paperwork. 2B
Submit online paperwork: direct deposit, work authorization, sign important policies, tax forms, other related employment information

23. What’s Next
Review the other sneak peeks or PowerPoint presentations, specifically time and leaves information
Reach out to your change network with questions
for further assistance