SAP Knowledge Base Article - Public

2242569 - How to Update Custom PDF [Forms] - Onboarding 1.0

Symptom

This article provides information on how to upload and update a custom form

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Onboarding

Resolution

Prerequisite

  • Document in Portable Document Format (PDF)
  • Portable Document Format (PDF) Editor

    The editor use in this KBA is PDF-XChange Editor Plus, kindly coordinate with your IT team on what PDF editor is approved in your organization. SAP SuccessFactors is not promoting the product and only using it for demoing and instruction purposes.
  • Although other PDF editors may work, it is recommended to use Adobe Acrobat Professional due to compatibility issues with other editors.


Instruction

  1. In PDF editor, ensure that the text fields are configured and all updates are added.

    2018-09-07_0-30-15.png

  2. In [ SAP SuccessFactors HCM > Onboarding > Settings > PDF Forms ], locate the current form that needs to be updated and click 'Choose File' to select the updated PDF.

    In below screenshot, the Form group is 'adi' and the current form is 'Lorem Ipsum'.

    2018-09-07_0-31-01.png

  3. Click the 'Update' button to upload the updated PDF

    2018-09-07_0-31-08.png

  4. To ensure that you have uploaded the PDF successfully, click the 'View PDF' button and it will pop-up the PDF viewer.

    2018-09-07_0-31-44.png

    2018-09-07_0-31-57.png

  5. To ensure that PDF field is properly linked to Onboarding keys, verify the 'Input Value'.

    2018-09-07_0-31-22.png

    2018-09-07_0-31-28.png

    Note

    For Employee or Assignee Signature, please locate if the Sign is populated.

    2018-09-07_0-31-35.png

  6. To verify if the updated Form is now showing to employee's print package, create a test candidate and follow the Onboarding process until the candidate click-to-sign page.

    2018-09-07_0-35-39.png

    2018-09-07_0-35-50.png

    2018-09-07_0-36-00.png


See Also

Related KBAs:

How To

  • 2691114 - How To - Add Custom Form in a Process - Onboarding [Forms]
  • 2691114 - How To - Add Custom Form in a Process - Onboarding [Forms]
  • 2626057 - How To - Arrange Sequence Of PDF Forms in Print Package - Onboarding [Forms]
  • 2609573 - How To - Show Value of Forms in Uppercase - Onboarding [Forms]

Out of Scope

  • 2686741 - Out of Scope - Creating Custom Conditions for a PDF Form - Onboarding [Implementation Request]

For Implementation Partners/Consultants

Keywords

SAP , SuccessFactors , Onboarding , PDF , Forms , Compliance , Policy , Governance , OBD , ONB , KBA , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To

Product

SAP SuccessFactors Onboarding all versions