SAP Knowledge Base Article - Public

2824253 - Accessing Onboarding Documents from a custom card in the Latest Home Page

Symptom

  • Is there a way to distribute onboarding documents from the Latest Homepage?
  • Can I create a custom card to distribute onboarding documents from the Latest  Home Page to specific users or user groups?
  • What is the required RBP permission to add Onboarding documents in the Custom Card?

***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 HXM Suite

Cause

Employee portal is not available for Onboarding 2.0 users.  They will be using custom cards in the SuccessFactors Latest Home Page to share company documents such as policy handbook and benefit guide with onboardees.

Resolution

If you are an Onboarding Customer and are an administrator, you can now create a custom tile to distribute onboarding documents from the Latest Home Page to specific users or user groups.

RBP permissions required to create the Onboarding Custom Tile:

  1. Go to Admin Center > Manage Permission Role
  2. Select the required role that you want to grant permission
  3. Go to Permissions > Manage Integration Tools > Grant the permission "OData API Attachment Export"

Steps for administrator to create the Onboarding Custom Tile:

  1. Go to Admin Center > Manage Home Page > add/edit one custom tile
  2. Scroll to the third step > select Popover as the Target
  3. In the Content field > click in the Insert Document Link icon located on tool bar

insert_document_link.png

  1. Select the documents > Submit

select.png

Once you click on the custom tile created, a popover will display the documents linked. You can click in those links to download the document.

See Also

Managing Custom Cards on the Home Page | SAP Help Portal

Keywords

Document, Access, from, Home, Page, Custom, Tile, Onboarding, custom, Home page, Tile, onboarding, documents, download, document access, insert, link, sf, custom card , KBA , LOD-SF-PLT-TIL , Custom Tile/Card Issues , LOD-SF-OBX-HP , Home Page for Onboarding 2.0/ Tiles , LOD-SF-PLT-LHOM , Latest Home Page , How To

Product

SAP SuccessFactors HCM all versions