Identifying SAP SuccessFactors Onboarding Compliance Forms

Objective

After completing this lesson, you will be able to identify the available compliance forms in SAP SuccessFactors Onboarding

Compliance Forms

Compliance forms are a critical part of any onboarding process and SAP’s cloud-based compliance form solution makes it easy to manage user-compliance forms.

SAP SuccessFactors Onboarding currently supports compliance forms for six countries/regions: United Kingdom, Australia, Canada, the United States of America, New Zealand, and Spain. Every time one of these countries/regions’ governments updates the compliance forms that exist in SAP SuccessFactors Onboarding, SAP updates them on the system so that you don’t have to. 

Depending on employment requirements for compliance forms in these countries/regions, an administrator may have access to configure some of the compliance forms and other settings in the system. 

This lesson discusses the different compliance forms in SAP SuccessFactors Onboarding and how to enable them. However, you should have, or consult someone in your organization who has, the necessary understanding of your country/region’s employment process to identify which compliance forms to use and how to complete them. 

Note

SAP monitors the new versions of compliance forms published by different governments. SAP analyzes the impact and updates the forms accordingly. These changes are then pushed to your instance by a central service. 

This Onboarding Compliance Form Updates | SAP Help Portal page highlights compliance form updates and changes for SAP SuccessFactors Onboarding. 

Available Compliance Forms in SAP SuccessFactors Onboarding

Compliance forms help you collect the required data and adhere to government regulations for employment during the new hire onboarding process. 

Note

The compliance forms are assigned to the new hire based on the country/region and state that they will be working in. If their work location isn’t available, the system considers the country/region where the organization (or legal entity) is located. If neither the new hire nor the organization’s location is available, no forms will appear.

This video outlines the available compliance forms in SAP SuccessFactors Onboarding.

Video Summary

To view all the available compliance forms in SAP SuccessFactors Onboarding, in the Action Search bar, enter Compliance Settings to go to the Compliance Settings page. There is a list of the six countries/regions with compliance forms in the system. If you select a country/region, you can see the compliance forms relevant to that country/region. 

The following table outlines which forms are available for these six countries/regions:   

Country/RegionAvailable Forms
United Kingdom
  • Starter Checklist
Australia
  • Superannuation Standard choice form 
  • Tax file number declaration  
New Zealand
  • KiwiSaver deduction form 
  • Tax code declaration (New Zealand tax code or Tax rate declaration) 
  • Tax rate notification for contractors (New Zealand tax code or Tax rate declaration) 
Canada
  • Personal Tax Credit Return Forms 
United States of America
  • USCIS Form I-9* 
  • E-Verify 
  • W4 
  • State Withholding Forms. These can be further categorized as: 
    • Resident State Withholding 
    • Work State Withholding 
  • Voluntary Self-Identification of Disability
  • Notice of Pay Rate - Wage Theft Prevention Act
  • The Work Opportunity Tax Credit
Spain
  • Impuesto sobre la Renta de las Personas Físicas 

Some of the compliance forms have different versions based on different factors, such as locations, like state or province, and language. To see the list of available compliance forms, refer to Compliance Forms for Onboarding | SAP Help Portal.

Note

Due to the legal compliance aspects of USCIS Form I-9, review the detailed functional features for your specific processes with your HR and legal team before enabling it in the production environment. 

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