SAP Knowledge Base Article - Public

2279258 - How to Upload a Single Document in Candidate's Record [Document Center] - Onboarding 1.0

Symptom

  • How to upload document in Onboarding?
  • How to insert PDF to candidate record?

Environment

SAP SuccessFactors Onboarding 1.0 - All Versions

Resolution

For Live Customer(s), Implementation Partner(s), and Consultant(s)

System Administrators can attached and upload a PDF or any document to Document Center. Once document is uploaded, it can be attached to candidate's record.

 

Steps on Uploading Files in Document Center

  • Step 1: Navigate to SAP SuccessFactors to Onboarding
  • Step 2: In Onboarding, click the sub-menu and select Document Center

    SAPSUPPORT-00011 04-30-2019 1.09.04 AM.png

    Step 3: In Document Center, click Single Upload button

    SAPSUPPORT-00004 04-30-2019 1.05.49 AM.png

  • Step 4: A dialog box will show and provide an option to upload a document; click Choose File button to select the document in your local storage

    SAPSUPPORT-00005 04-30-2019 1.05.56 AM.png

    Step 5: Once the document is selected, click Upload button to save file in the system

    SAPSUPPORT-00006 04-30-2019 1.06.56 AM.png

  • Step 6: After clicking the Upload button, a message text will show below the Choose File button with a notification that document is successfully uploaded. In addition, the file can be renamed by editing the text field for Document Name

    SAPSUPPORT-00007 04-30-2019 1.07.06 AM.png

    Step 7: If you want to a attached the file to candidate's record select the option 'Yes' to the question 'Do you want to attach this document to the employee?' and a field will show below to search for candidate's name to select (If the candidate was deleted in Onboarding, please select the option NO)

    SAPSUPPORT-00008 04-30-2019 1.07.36 AM.png

  • Step 8: After selecting the candidate, you may click Next and update the Document Indices

    SAPSUPPORT-00009 04-30-2019 1.07.47 AM.png

  • Step 9: Click Finish button to confirm upload

    SAPSUPPORT-00010 04-30-2019 1.07.56 AM.png

Keywords

Onboarding, Document Center, Upload, Insert, Form, PDF, Document, Manual, Add, Create , KBA , i349257 , LOD-SF-OBD-DOC , Document Center, Documents , How To

Product

SAP SuccessFactors Onboarding all versions