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The City of Portland, Oregon

Office of Management & Finance

Bureau of Technology Services

BTS HelpDesk: 503-823-5199

1120 SW 5th Avenue, Suite 1111, Portland, OR 97204

SuccessFactors: Onboarding (ONB)

The SAP SuccessFactors Platform, the current basis of our Learning Management System (LMS), CityLearner, and the newly added Performance and Goals Management online review process (PMGM), is also the foundation of this new initiative, Onboarding (ONB).

The Onboarding module is designed to provide:

  • An Engaging Onboarding Portal

ONB provides a welcoming environment for new employees and internal transfers with an onboarding portal that connects them to the right information and people at the right time. ONB will help new employees build formal and informal networks to establish the relationships they’ll need to be successful.

  • Deliver a personalized portal for each new hire
  • Engage employees throughout the onboarding process
  • Provide checklists, goal plans, and other content 
  • Quickly match up mentors, experts, and employees
  • Paperless New-Hire Paperwork

Fast-track new-hire paperwork with step-by-step wizards, intuitive dashboards, and built-in electronic forms that can be filled out on any device. We will also support secure and compliant e-signatures by connecting to SAP Signature Management by DocuSign. 

  • Simplify onboarding with electronic forms 
  • Ensure data privacy and HR compliance 
  • Complete paperwork on any device
  • Offer e-signature capabilities
  • Onboarding

Provide seamless transitions for new hires, internal transfers, and those temporarily or permanently leaving the City. With visibility into the entire employee lifecycle,we can monitor progress, spot bottlenecks, and ensure compliance. Help staff succeed in new job positions by defining short-term goals (30, 60, and 90 days) – and offering personalized training via CityLearner.

  • Track and support each employee’s transition status
  • Complete tasks on time with automated alerts
  • Comply with tax laws in transfer locations 
  • Help employees exit simply and be an ambassador for their previous company

*Note:  The Phase I project scope is still being determined and not all functionality mentioned above will necessarily be implemented.


Project Timeline

High-level Timeline



Kick-off Workshop


Iteration 1 Workbook Approval


Iteration 2 Configuration


Iteration 2 Workbook Approval


Iteration 3 Configuration


Iteration 3 Workbook Approval


Bureau User-Acceptance Training (UAT)

9/25/19 - 10/1/19

Bureau User-Acceptance Testing (UAT)

10/2/19 - 10/22/19

Final Unit Testing & End-to-End ONB Process Testing (Project Team)

9/24/19 - 10/14/19

Final Configuration Sign off


Bureau Training

10/15/19 - 11/6/19



Project Team





Executive Sponsors Cathy Bless, HR Director 3-5219
  Jeff Baer, BTS Director 3-5540
Bureau Managers Diana Allen 5-8427
  Ashlie Grundy 3-3514
  Monique Harrison  3-4169
Functional Lead HCM Monica Borden 5-8415
Project Manager Caroline Maringa 3-6912
Functional Consultant, EBS Vineeta Rawal 3-6917
Business Process Consultant, BHR Michael Reynolds 3-3512
EBS HCM Business Analyst Britt Schweizer 3-7416
EBS Training & Communications Charlie Dudley 5-8475
EBS Technical Developer Cody Deckard 5-8407
EBS Technical Developer Trikanth Basetty 5-8453
EBS Technical Developer Thang Ngo 5-8437
Functional Consultant, Aspire Bradley Hansen  
Project Management Consultant, Aspire Christie Moore  


ONB User-Acceptance Testing (UAT)

Details and dates regarding the upcoming User-Acceptance Testing for the SuccessFactors OnBoarding module implementation.