SAP Knowledge Base Article - Public

2224514 - How To - Create a New Custom Form and Connect PDF Values to Onboarding Keys - Onboarding [Forms]

Symptom

This article provides information on how to create and mapped a custom form.

Environment

SAP SuccessFactors Onboarding

Resolution

Prerequisite

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

    The editor used 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.

Instruction

  1. In PDF editor, ensure that the text fields are configured. 

    2018-09-07_0-05-38.png

    2018-09-07_0-05-47.png

Note

  • For Signature fields, do not use 'Digital Signature Box' and use only text box in the PDF Editor. In addition, use the following as fieldnames:

    • Employee: sgnEmployee
    • Manager or Corporate Representative: sgnManager
    • Form I-9 Preparer/Translator: sgnTranslator
  • For Date Format, in the format section under properties, modify with the format needed. 

    2018-09-07_0-09-21.png
  1. Navigate to [ SAP SuccessFactors HCM > Onboarding > Settings > PDF Forms ], locate the form group (Onboarding Account ID) where you would like to upload and create the PDF form.

    2018-09-07_0-10-40.png

  2. Enter the Code, Name, and Description. Include business rules and any other relevant information in the Description.

    2018-09-07_0-11-39.png

  3. Click 'Choose File' to select the updated PDF.

    2018-09-07_0-10-48.png

    2018-09-07_0-12-09.png

  4. Click Create and re-select the company ID from the list of forms to view the newly created form.

    2018-09-07_0-12-14.png

    2018-09-07_0-12-19.png

  5. Click 'View PDF' button to confirm if the PDF is successfully uploaded.

    2018-09-07_0-12-192.png

    2018-09-07_0-12-42.png


  6. Re-select the company ID from the list of forms to view the PDF fields.

    2018-09-07_0-12-24.png

    Click on each field and click the ellipsis button to select Onboarding keys to mapped.

    2018-09-07_0-13-23.png

    A window will pop-up for searching the needed keys

    2018-09-07_0-13-28.png

    Select the keys and click select

    2018-09-07_0-13-37.png

    Click 'Update' button to save the changes

    2018-09-07_0-13-44.png

    Note

    For the signature field, indicate that the Employee needs to sign, and click Update.

    2018-09-07_0-14-28.png

  7. Once the form is created and fields have been mapped, please refer to see also section to see KBA on how to add custom form in a process and update a custom form.

See Also

Related KBAs:

How To

  • 2691114 - How To - Add Custom Form in a Process - Onboarding [Forms]
  • 2242569 - How To - Update a Custom Form - 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]

System Behavior

  • *KBAs will be populated here soon.

Information

  • *KBAs will be populated here soon.

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
  • Create, Add, New
  • Connect, Mapped, Sync
  • Fields, Values, Keys
  • Form, PDF, Compliance
  • Policy, Governance, Information
, KBA , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To

Product

SAP SuccessFactors Onboarding all versions