SAP Knowledge Base Article - Public

2691114 - How To - Add Custom Form in a Process - Onboarding 1.0


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


SAP SuccessFactors Onboarding 1.0 - All Versions



  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 ]


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


  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.


  5. Select the newly uploaded PDF form


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



    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.


    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


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



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


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


  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.




Out of Scope

  • 2686741 - Out of Scope - Creating Custom Conditions for a PDF Form - Onboarding [Implementation Request]

For Implementation Partners/Consultants

See Also

- 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]


    Custom; PDF; Forms; Onboarding 1.0 , KBA , LOD-SF-OBD , Onboarding , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To


    SAP SuccessFactors Onboarding