Enabling Features for Document Management

There are four document management features in Onboarding. The first three features are mandatory and must be enabled and set up properly for documents to be used in Onboarding. These are:

• Document Generation
• Document Management Service
• Print Forms Generation

The fourth feature is the e-Signature function. This feature is configurable because two e-Signature solutions are available. One of these solutions requires a separate customer subscription and must be enabled in Provisioning.

In this video, we will look at how these four document management features are used in Onboarding and how you can enable them.

1. Select Enable Document Generation in order to allow generation of documents during the onboarding and offboarding processes.

2. Enable Print Forms Generation by entering a URL, User ID, and select Enable Print Forms Generation.

To enable Print Forms Generation in Provisioning, we need to create a Print Form Service URL for each individual instance of SAP SuccessFactors HCM Suite a customer has for SAP SuccessFactors Onboarding. The SAP Print Form Service team will set up the backend for PFS before a URL is generated.

1. To request a Print Forms Service URL, use a request form in HCM Cloud Operations Portal. To access the form, navigate to HCM Cloud Operations Portal→Operations Requests→Request Forms→New ONB 2.0 Print Form Service URL Request. 

   The request form requires the P-User or S-User of the customer, the instance ID, and the data center from the customer’s host server for the instance of SAP SuccessFactors HCM Suite. Once submitted, the SAP PFS team will need 3 to 5 business days to process the request and a notification will be sent once it is completed. 

   

   An SAP P-User or S-User account can be used to set up Print Forms Service for Onboarding. An SAP SuccessFactors HCM Suite customer will already have an S-User account because it is the primary SAP account for SAP SuccessFactors HCM services.

   Note

   Creating an SAP P-User Account:

   A public user (P-User) is created in SAP Community. Register at SAP Community with a non-SAP email address, then an account can be created for or by the customer. It is recommended that the non-SAP email of the company not be tied to a specific employee to avoid the risk of losing access should that employee leave the company.