Offboarding Process Document Generation & Email Notification | SAP SuccessFactors Tutorial | Upptalk
Welcome to our SAP SuccessFactors tutorial series!
In this comprehensive video collection, we will guide you through the different modules of SAP SuccessFactors, a leading cloud-based human capital management software.
1. The text discusses how managers can maintain the process of offboarding by receiving a checklist to perform after the termination has been done.
2. A document generation tool is used to create a template for the workflow email vertical configuration.
3. The template can be customized by selecting from a drop-down list, or if a blank template is selected, it will be a standard template.
4. The manager must configure the document generation tool and mapping to see the standard template in the workflow email configuration.
5. The workflow types and pullover types should be checked to see if the user is part of the approval type or dynamic group.
6. The approval role is a mandatory field in the workflow configuration.
7. The email ID and employee status should be checked to see if the user is valid and active.
8. If the user is a part of a dynamic group, the user should be checked to see if they are part of the dynamic group.
9. If the user is a dynamic role, the user's approval type should be checked to see if they are mapped to the approval type under the dynamic role.
10. The approval, contributor, and CC roles have different additional parts that can be selected.
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