SAP Knowledge Base Article - Public

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

Symptom

This article provides information on how to add a custom form in a process.

Environment

SAP SuccessFactors Onboarding

Resolution

Instruction

  1. After creating a custom form and mapping the field values to Onboarding keys, custom forms needs to be added in a process.
  2. Navigate [ SAP SuccessFactors HCM > Onboarding > Reference Files > Forms ]

    2018-09-07_0-15-25.png

  3. Click the View Assigned PDF Forms by Groups and Click All PDF Forms by Groups

    2018-09-07_0-15-25.png

  4. A window pop-up will appear, to create PDF Form and so it can be added to a process. Click the selection option, illustration below shows the button to click.

    2018-09-07_0-17-29.png

  5. Select the newly uploaded PDF form

    2018-09-07_0-17-34.png

  6. Scroll down and Click 'Create' button to save

    2018-09-07_0-17-51.png

    Note

    Enter the form attributes:
    • Name: The name of the form.
    • Order: Determines the order the form will be presented on the Signature page. Enter a high number (90+) if you want to ensure that it will be at or near the end of the Signature page.
    • Manager Reason (or Corporate Representative): Enter special verbiage, such as “I authorize…” or “I agree…” for a Manager or Corporate Representative, if applicable.
    • Applicant Reason (or Employee): Enter special verbiage, such as. “I authorize…” or “I agree…” for an Employee, if applicable.
    • Translator Reason: Enter special verbiage, such as “I authorize…” or “I agree…” for a Form I-9 Preparer/Translator, if applicable.
    • Number of Copies: Select number of copies to print if applicable
    • Multiplate Suffix: If there many PDF forms, this setting determines which values should be mapped from a specific line of a data table. The Multiplate Suffix is the number of the table’s line. NOTE: For PS Technical Team Only.
    • Client Code: This attribute value must be unique.
    • Form Culture: Allows the setup of a cultural identifier for a PDF form to run culture-specific information, such as an associated language, sublanguage, country/region, calendar, or other cultural conventions.
    • Save Form: Select the check box. Allows the PDF form to be saved in the document repository.
    • Foreground Sign Mark: Check this box when a PDF form has been converted from a TIF format.
    • Print Form: Allows the PDF form to be included in the manager’s Print Package.
    • Employee Print Form: Allows the PDF form to be included in the employeer’s Print Package.
    • Lock: Prevents editing of the PDF form.
  1. Create a Form Group or use an exisiting one

    a. Create a Form Group and select what process will the forms added to the group will show.

    2018-09-07_0-16-26.png

    b. Use an existing groups are mapped with a process

    After you created or decided to use an existing group, click 'Move' and a window pop-up will appear to add the form to the group.

    To add select the created form in the left column and click the 'greater than' sign (>), click close to save to finish

    2018-09-07_0-18-34.png


  2. Once the form is added, administrators can now edit the form on what step in the process the document will show.

    2018-09-07_0-19-20.png

    2018-09-07_0-19-25.png

  3. Administrators can verify if the form is added in a process by clicking 'View Assigned PDF Forms by Processes'

    2018-09-07_0-15-58.png

  4. Click the Process and click 'Search' button afterwards

    2018-09-07_0-20-09.png

  5. Once you confirmed the Form is part of the Process, try to create a test candidate until you verify that it is showing in the Signature Step and Print Package.

    2018-09-07_0-24-02.png

    2018-09-07_0-24-21.png

    2018-09-07_0-24-40.png

See Also

Related KBAs

How To

  • 2224514 - How To - Create a New Custom Form and Connect PDF Values to Onboarding Keys - 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 ; 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 ; SAP 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