2144695 - Attaching Forms to Employee Profile - Platform

SAP Knowledge Base Article - Public

2144695 - Attaching Forms to Employee Profile - Platform

Symptom

There can be a business reason for having a form or other document attached to an employee’s record.  It could be a Word Document such as a resume, writing sample or a PDF such as a performance appraisal from a previous system.

Problem

I need to attach a large number of forms to employee files

 

Environment

  • Employee Profile

Resolution

•      Contact CS to enable the feature and create a job using the Quartz Scheduler

•      Open a case to make the request. Include in the case all of the following information:

•      Instance  where you will be attaching the data

•      Name of the user and ID of the report owner and the ID of the job owner.

•      Type(s) of document the will be imported such as MS or PDF

•      Name of the zip file with the attachments

•      When you would like to have it run

•      The email address of everyone that needs to get the notification of the job status

•      Will you be sending the file to the FTP server. If so what is you public IP address and do you already have access to the Successfactors FTP server.

Preparation of the Zip File:

•      Prepare the file you will use to perform the bulk uploads.  The file should be a zip folder containing all the files to be uploaded as well as a .csv file that maps the files to users. Here is what the csv file might look like:

^Userid

perfreviews

date

attachment

aaaa1

perfreviews

12/31/2009

AlexAnderson_2009_Performance_Evaluation.pdf

bbbb1

perfreviews

12/31/2009

BrookeBown_2009_Performance_Evaluation.pdf

cccc1

perfreviews

12/31/2009

CarolClark_2009_Performance_Evaluation.pdf

dddd1

perfreviews

12/31/2009

DavidDrew_2009_Performance_Evaluation.pdf

eeee1

perfreviews

12/31/2009

ElyEisley_2009_Performance_Evaluation.pdf

12345

perfreviews

12/31/2009

LauriePartridge_2009_Performance_Evaluation.pdf

34567

perfreviews

12/31/2009

BBrady_2009_Performance_Evaluation.pdf

•      In this example, the zip folder would contain a total of 8 files, the 7 attachments plus the csv file.

•      The total size of the zip file can’t exceed 2 GB

•      For the “attachment” field, the only accepted values for ‘document-type-id are:

•      RESUME, COVERLETTER, HRIS_ATTACHMENT, PERFORMANCE_ASSESSMENTS, 360_MULTI_RATER_ASSESSMENTS, CERTIFICATIONS, PUBLICATIONS, USER_DEFINED, CANDIDATEHISTORY, ATTACHMENTS 

•      Column 2 in the example is the backgroundelementref refid  that will be provided when the job is enabled by CS. 

Keywords

KBA , LOD-SF-PLT , Foundational Capabilities & Tools , How To

Product

SAP SuccessFactors HCM Core all versions