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Adding Compliance Forms Using Compliance Form Builder

Objective

After completing this lesson, you will be able to add more compliance forms into the SAP SuccessFactors Onboarding system using the Compliance Form Builder

Additional Compliance Forms

Every country/region has its own employment policies and processes, as well as its own set of employment forms. Because of this, the compliance feature in SAP SuccessFactors Onboarding allows you to add more government employment forms as needed.

This lesson covers more about the Compliance Tasks/Forms step of the Onboarding process.

The Onboarding process flow is displayed with Compliance Tasks/Forms section highlighted.

You’ll learn how to add more compliance forms in Onboarding using the Compliance Form Builder. Note that these compliance forms are different to other "custom forms" in the system due to how they come up or behave in the process. However, they share the following common goals:

Capture necessary data from the new hire.
Generate the form with the captured data.

Add a Compliance Form Using Compliance Form Builder

Each available compliance form in SAP SuccessFactors Onboarding is an MDF object. Therefore, to add more compliance forms in Onboarding, you need to create an MDF object in Compliance Form Builder. To do this, complete the following steps:

Steps

Download/Create a PDF copy of the compliance form.
You need a PDF version of the compliance form you want to add and use during the onboarding process. You may need to reconfigure how the fields are identified in the PDF form using a PDF Editor, because you need to know their names for field mapping.
Create your JSON and XML codes.
Create multiple sets of JSON and XML codes for every setting in the compliance form. All these codes will be used in the next step to create the compliance form.
Create your compliance form by creating a Compliance Bundle (MDF Object).
A Compliance Bundle is your actual compliance form. This is an MDF object that requires the sets of JSON and XML codes you have created as part of its settings. The PDF file of the form you have prepared in step one is uploaded on this Compliance Bundle as well.
Enable your newly created compliance form in Compliance Settings.
Just like all predefined and available compliance forms in the system for United Kingdom, Australia, USA, and Canada, your newly created compliance form will be added to Compliance Settings in Admin Center. You will need to properly enable it before you can use it.

Result

A new compliance form is added to the Onboarding system for the compliance form step in the onboarding process.

JSON and XML Codes

JSON and XML coding is a necessary part of configuring additional compliance forms. These codes control the form settings and how it appears in the Onboarding UI.

You can use a validation tool in Admin Center to test some of the JSON coding or see a preview of the form. To access this tool, go to Custom Form Validator using the Action Searchbar or through Admin Center.

Note that a lot of coding in JSON and XML is required for one compliance form. The coding also depends on how complex the compliance form is and how much needs to be completed.

The following image is an example of the JSON and XML code files required to create one of the available Australia Compliance Forms in Onboarding with the PDF version of the form.

Compliance Bundle for a Compliance Form

A Compliance Bundle is composed of the PDF version of your form and multiple JSON and XML codes that define that form.

To create a Compliance Bundle, navigate to Manage Data using Action Search. The following image is an example of how the JSON and XML codes should be entered into a Compliance Bundle. This example uses the same files for one of the Australia Compliance Forms that already exist in the Onboarding system.

The Complaince Bundle is displayed on the Manage Data page.

As a final step, you need to enable your newly added compliance form in Compliance Settings just like any other predefined compliance form in Onboarding.

The Compliance Settings page is displayed.

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