SAP SuccessFactors Onboarding provides a variety of forms to capture data pertaining to new hires, however, there is also an option to upload your own unique/custom policies. Forms that used to be completed via pen and paper, can be completed online as part of your onboarding process using custom forms.
The process of custom forms is as follows:
Now let's take a detailed look at each of the steps.
You need to have a PDF editor to prepare the form. The forms that can upload has to be PDF and less than 4 MB in size.Open the form in the PDF editor and the form, depending on the editor you will need to add the data capturing tools, like text field, checkbox etc. on the place that you want to capture the data.
Create Custom Panels if Information is Not Already Captured in Onboarding
The first name and the last name are already being captured in Onboarding so we don’t really need a custom panel to capture it. However, the sweatshirt field does not exist, so we’ll create a new custom panel to capture it (Read this blog to learn how to create a custom panel).
Go to Onboarding -> Settings -> PDF Form -> <Your company ID> -> Upload the form -> Create
Your form should have come up in the company ID in the PDF forms now. Click on the + sign and the fields from the form should come up. You can now map them to the keys.
The key value would come up in the Input Value. You’ll need to click on Update. Repeat that for all the fields.
The form should now come up and get populated in the onboarding process.
Need additional support? Book a complimentary one-hour consultation with one of our certified SAP SuccessFactors Onboarding consultants. We'd be happy to answer your questions!
AltaFlux understands what you and your organization need to excel, and can deliver rapid innovation to unleash your full workforce potential. Together, we can empower your business by streamlining, transforming, and optimizing your key HCM and talent processes with industry-leading SAP SuccessFactors technology—enabling you to adapt at the speed of change.
AltaFlux Corporation is a global HCM cloud consulting partner based in Troy, Michigan. We empower organizations by streamlining, transforming, and optimizing key human capital management (HCM) processes with industry-leading HCM cloud solutions like SAP SuccessFactors, Benefitfocus, WorkForce Software and Dell Boomi.