Partner would like to know how to add the Document to ONB 2.0 system which does not have any Signature Fields (New Hire/Hiring Manager] in it.
Like the Policy Form
Successfactors Onboarding 2.0
Reproducing the Issue
Login to ONB 2.0 System and Go to -> Maintain Onboarding 2.0 and Offboarding 2.0 Document Templates.
You will not be able to Document here which does not contain any Signature Fields and without mapping done. System will throw an error that mapping is required.
For all those Document Like Policy Document, need to be added directly from the Custom Tile available in the Home Page. You need to create an Customer tile to upload the Document by the New Hires.
To create a custom home page tile, go to Admin Center-> Manage Home Page
1) Click + Add Custom Tile.
2) Define a custom home page tile and upload the mandatory Background Image: to get to the Navigation step.
3) In the Navigation step, after you select the Target, switch on the Rule-based option. This adds two new fields to the screen:
A) Select Show New Hire Onboarding Content as the Rule Scenario under Custom Tile.
This rule scenario
B) Select a Rule from the dropdown menu
Note: For the rule to appear in the dropdown menu, you must first create a rule for the Custom tile.
Based on the rule selected, a tab appears alongside the Default tab
4) Switch to the Rule tab and draft the content to be included in the custom tile.
Note: You can insert a company document by clicking the Insert Document Link icon. Select the company documents from the list and click Submit.
5) Go to Assignments tab and select Onboarding 2.0 from the Section drop-down.
Note: The newly created custom tile must be added under Onboarding 2.0 section as the New Hire will not have access to other sections.
Also you can check the Implementation Guide for the section 7.2.2 Creating Custom Home Page Tile for New Hires Based on Business Rules
Onboarding 2.0, Document Template, Policy Form, Signature , KBA , LOD-SF-OBX-DSN , Docusign Integration , How To