SAP Knowledge Base Article - Public

2363823 - PDF Mapping and Best Practices [Forms] - Onboarding

Symptom

This KB article discusses how to map PDF forms in the SuccessFactors Onboarding application.

Environment

SAP SuccessFactors Onboarding

Resolution

PDF mapping Best Practices:

  1. Onboarding application uses only textboxes and checkboxes controls for PDF mapping.
  2. It is recommend to use PDF version 1.5 or less

Textbox mapping examples:

Simple text for example:

    • Candidate’s name
    • EmployeeSignDate
    • ManagerSignDate

FullName.png

  1. In Super Admin site the mapping looks like:

    FullName Super Admin.png
    Or 
    FullName Example.png
  2. Mapping by symbols:

Variant 1:

Mapping by Symbols.png

  1. Create few textbox controls with name “LastName1”, “LastName2” and etc.
  2. Mapping in Super admin site:

Mapping by Symbols 1.png

Mapping by Symbols 2.png

Variant 2:

Mapping by Symbols 3.png

  1. In this case mapping in Super admin site will be the same as for simple text
  2. Dates mapping

Variant 1:

As simple text.

Variant 2:

Dates mapping.png

Fields: DateOfBirthDD with property “Combo of” = 2
DateOfBirthMM with property “Combo of” = 2
DateOfBirthYYYY with property “Combo of” = 4

  1. Mapping in Super admin site

Dates mapping 1.png

For the field “DateOfBirthMM” value must be {DateOfBirth, dateformat=MM}
For the field “DateOfBirthYYYY” value must be {DateOfBirth, dateformat=yyyy}

  1. Dates mapping with different locales

Variant 1:

Dates mapping 2.png

Variant 2:

In Onboarding application/Settings/Pdf Forms

Dates mapping 3.png

  1. In Super Admin site

Dates mapping 4.png

  1. User’s name mapping
  • For example, Hiring Manager name.
  • In Super admin site value must be “{user:HiringManager, objattr=firstname} {user:HiringManager, objattr=lastname}”
  1. Signatures

    Employee signature:

    Signatures.png
  2. Manager signature:

    Please useSignatures 1.png

    Translator signature (used for US I9 form)

    Please useSignatures 2.png

  3. Checkbox mapping

  4. Create few fields with the same name e.g. “title”

    Checkbox mapping.png
    Checkbox mapping 1.png Checkbox mapping 2.png

  5. In Super Admin site mapping as for simple text, but the key which is used must have values “Mr”, “Mrs” (the same used in the “Export value” property).

Keywords

PDF, Mapping, Onboarding, ONB, OBD, Fields, Keys, Process , KBA , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To

Product

SAP SuccessFactors Onboarding all versions

Attachments

PDF mapping best practices.docx