last Updated: 02.07.2022
Platform: Web
PM: Amelie Fidric
In SuccessFactors we have several module areas (Onboarding New Hires, Workflow Delegation, e.g.) where the Add to Calendar pattern is requested. Basically, it is about triggering an action from an activity, such as a workflow, to enable the user to make a calendar entry from different use cases.
Onboarding New Hires
- Maintain personal data of new hires
- Recommendations what new hires should do in the first days.
- Where to go, whom to contact?
- The steps are displayed to the new hire in the onboarding UI.
For example, onboarding meetings are suggested to the new hire: recommended links for onboarding meetings.
In the UI "Your Onboarding Checklist" the user finds an entry point "Onboarding Meetings". Selecting the tab the user will find recommeded meetings listed. Being on of the meeting tile the user can click the link "Add to Calendar" to create meetings directly for the calendar . The meeting invite will be filled with prepopulated data to make the process of sending out several invites for the new hire more convenient.
- correct list of addressee
- appropriate title and subject
- invitation text in the email
- right location and online meeting information
Workflow Delegation
- Your colleague takes over your recruiting tasks because you will on vacation soon.
- There is a card on the homepage “Workflow delegation card”.
- On the card you can start the workflow to organize a substitution.
As a reminder, it would be very supportive to create a calendar entry from in the card as a reminder . The calendar entry is
added to calendar and reminds your holiday substitution to take over your recruiting tasks.
The user can click on a link to create a reminder directly in the calendar with the:
- occasion and time period
- name of representative
- message to the manager calendar (optional)
- necessary information (topics, areas, regions that needs to be represented)