The Scenario
The person who owned new hire onboarding tracking left three weeks ago. You inherited the responsibility along with a broken Excel tracker that nobody updated after February. It's now May. You have 34 new hires who started in the last 90 days and you have no idea which of them have completed their required onboarding tasks in SAP SuccessFactors Onboarding 2.0.
Your HRBP wants a status sheet by end of week.
The bad version:
- Log into SuccessFactors Onboarding 2.0 — the navigation is different from the main SuccessFactors menu and it took 20 minutes to find the right section.
- Open each new hire's onboarding record one at a time to check task completion status.
- Take notes in the tracker manually. Get through 12 employees, run out of time, finish the rest the next day.
You inherited someone else's mess and now it's your deadline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. Through the SAP SuccessFactors integration, it can pull all active Onboarding 2.0 process records for recent new hires and write them into a tracker in one pass.
Fetch all SAP SuccessFactors Onboarding 2.0 process records for new hires with a start date in the last 90 days and write userId, onboardingStatus, startDate, and completionPercentage into this workbook
What You Get
- One row per new hire with an active onboarding record in the last 90 days.
- Columns: userId (A), onboardingStatus (B), startDate (C), completionPercentage (D).
- New hires who have completed all tasks show 100% in column D.
- Any employee with a startDate in the last 90 days who has no onboarding record in Onboarding 2.0 gets flagged in column E — that's the gap your predecessor left.
What If the Data Is Not Quite Ready
You need full names, not user IDs
Fetch all SAP SuccessFactors Onboarding 2.0 records for new hires from the last 90 days, resolve each userId to fullName, and write userId, fullName, startDate, onboardingStatus, and completionPercentage into this workbook
The HRBP wants to see which specific tasks are incomplete
Fetch all SAP SuccessFactors Onboarding 2.0 records for new hires from the last 90 days, write userId, fullName, startDate, and completionPercentage into Sheet1, then for any employee with completionPercentage below 100, list the incomplete tasks in Sheet2
You need to sort by urgency — people who started longest ago and are least complete
Fetch all SAP SuccessFactors Onboarding 2.0 records for new hires from the last 90 days, write userId, fullName, startDate, onboardingStatus, and completionPercentage into this workbook, and sort by completionPercentage ascending so the most incomplete records are at the top
Full status report in one prompt
Fetch all SAP SuccessFactors Onboarding 2.0 records for new hires from the last 90 days, resolve to fullName, write userId, fullName, startDate, onboardingStatus, completionPercentage, and manager into Sheet1, sort by completionPercentage ascending, flag anyone below 50% in column G as "Action Required," and create Sheet2 with a count of employees by status category
End-of-week deadline met without clicking through 34 individual records.
Try It
Open a Excel workbook and get the 7-day free trial of SheetXAI. Ask it to pull all Onboarding 2.0 process records for new hires from the last 90 days. Inherited tracker, new data, same afternoon.