SAP Knowledge Base Article - Public

2824253 - Onboarding Document access from Home Page Custom Tile

Symptom

  • Is there a way to distribute onboarding documents from the Homepage?
  • Can I create a custom tile to distribute onboarding documents from the Home Page to specific users or user groups?
  • What is the required RBP permission to add Onboarding documents in the Custom Tile?

***Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.***

Environment

SAP SuccessFactors HXM Suite

Reproducing the Issue

For Onboarding 2.0, employee portal will not be available. Instead, home page will be used to share company information with onboardees. Onboardees will need to be able to access company documents such as policy handbook and benefit guide from the home page.

Resolution

As part of 1908, if you are an Onboarding Customer and are an administrator, you can now create a custom tile to distribute onboarding documents from the Home Page to specific users or user groups.

Prerequisites: 

You are a customer of SAP Successfactors Onboarding

RBP permissions required to create the Onboarding Custom Tile:

  1. Go to Admin Center > Manage Permission Role
  2. Select the required role that you want to grant permission
  3. Go to Permissions > Manage Integration Tools > Grant the permission "OData API Attachment Export"

Steps for administrator to create the Onboarding Custom Tile:

  1. Log in as system admin, navigate to Manage Home Page, and add/edit one custom tile to invoke the wizard.
  2. Scroll to the third step and select Popover as the Target. Configuration fields are displayed. 
  3.  In the rich text editor of the Content field, there’s a (Insert Document Link) icon located on tool bar. Click the below-mentioned icon.

insert_document_link.png

  1. Select some of the documents, and click Submit.

select.png

  1. Log in as the target user of this custom tile created.
  2. Click the custom tile on the Home Page, One popover dialog is displayed with all document linked inside.
  3. Click those links and Documents are downloaded. 

For more information, see SAP Help Guide for Custom Home Page Tiles

Keywords

Document, Access, from, Home, Page, Custom, Tile, Onboarding, custom, Home page, Tile, onboarding, documents, download, document access, insert, link , KBA , LOD-SF-PLT-TIL , Custome Tile Issues , LOD-SF-PLT-HOM , Home Page , Problem

Product

SAP SuccessFactors HXM Suite all versions