SAP Knowledge Base Article - Public

2242569 - How To - Update a Custom Form - Onboarding [Forms]

Symptom

This article provides information on how to upload and update a custom form.

Environment

SAP SuccessFactors Onboarding

Resolution

Prerequisite

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

    The editor use 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 and all updates are added.

    2018-09-07_0-30-15.png

  2. In [ SAP SuccessFactors HCM > Onboarding > Settings > PDF Forms ], locate the current form that needs to be updated and click 'Choose File' to select the updated PDF.

    In below screenshot, the Form group is 'adi' and the current form is 'Lorem Ipsum'.

    2018-09-07_0-31-01.png

  3. Click the 'Update' button to upload the updated PDF

    2018-09-07_0-31-08.png

  4. To ensure that you have uploaded the PDF successfully, click the 'View PDF' button and it will pop-up the PDF viewer.

    2018-09-07_0-31-44.png

    2018-09-07_0-31-57.png

  5. To ensure that PDF field is properly linked to Onboarding keys, verify the 'Input Value'.

    2018-09-07_0-31-22.png

    2018-09-07_0-31-28.png

    Note

    For Employee or Assignee Signature, please locate if the Sign is populated.

    2018-09-07_0-31-35.png

  6. To verify if the updated Form is now showing to employee's print package, create a test candidate and follow the Onboarding process until the candidate click-to-sign page.

    2018-09-07_0-35-39.png

    2018-09-07_0-35-50.png

    2018-09-07_0-36-00.png


See Also

Related KBAs:

How To

  • 2691114 - How To - Add Custom Form in a Process - Onboarding [Forms]
  • 2691114 - How To - Add Custom Form in a Process - 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
  • PDF Forms
  • Compliance Forms
  • Policy Forms
  • Governance Forms
, KBA , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To

Product

SAP SuccessFactors Onboarding ; SAP SuccessFactors Onboarding 1511 ; SAP SuccessFactors Onboarding 1602 ; SAP SuccessFactors Onboarding 1605 ; SAP SuccessFactors Onboarding 1608 ; SAP SuccessFactors Onboarding 1611 ; SAP SuccessFactors Onboarding 1702 ; SAP SuccessFactors Onboarding 1705 ; SAP SuccessFactors Onboarding 1708 ; SAP SuccessFactors Onboarding 1711 ; SAP SuccessFactors Onboarding 1802 ; SAP SuccessFactors Onboarding 1805 ; SUCCESSFACTORS ONBOARDING 1811 ; SuccessFactors Onboarding 1305 ; SuccessFactors Onboarding 1308 ; SuccessFactors Onboarding 1311 ; SuccessFactors Onboarding 1402 ; SuccessFactors Onboarding 1405 ; SuccessFactors Onboarding 1408 ; SuccessFactors Onboarding 1411 ; SuccessFactors Onboarding 1502 ; SuccessFactors Onboarding 1505 ; SuccessFactors Onboarding 1508