Transforming Supplementary Data Gathering at Additional Data Collection Step into PDF Form

[aakash88]

Embarking on yet another intriguing scenario in the realm of SAP SuccessFactors Onboarding. We find ourselves amidst a landscape where clients fervently seek the integration of data captured during the “Additional data Collection” phase into the purview of Hiring Managers/Onboarding Administrators, accessible via the illustrious onboarding dashboard under the esteemed banner of “Actions Onboarding Documents”.

In this discourse, we shall elucidate the meticulous configuration of PDF Forms and the seamless amalgamation of supplementary data into these forms, poise to grace the sanctum of the New hire’s onboarding dashboard.

Step – 1: Initiating this journey entails the creation of additional data collection entity, adorned with bespoke fields such as

1. Uniform Shirt Size
2. Uniform Trouser Size
3. Uniform Shoe Size

All meticulously defined with the parameters outlined in the accompanying visual schema.

Step – 2: Preceding henceforth, we embark upon the journey of configuration completion for additional data collection, a saga comprising the meticulous orchestration of tasks including:

1. Definition of Manage Configuration UI
2.  Assigning the config to Onboarding data collection in Manage Data
3. Assigning the UI in Onboarding data collection user config of Configure object definition
4. Assigning the object of manage data to the business rule  -  “ONB2_DataCollectionConfigSelect (SAP_ONB2_DataCollectionConfigSelect)”

Step – 3: Upon consummation of the involved configuration of the Additional Data Collection entity, the pivotal moment arrives to craft a bespoke PDF form, meticulously tailored to meet the exigencies of our clients. In this illustrative narrative, a paradigmatic example of such a form is delineated, a testament to our meticulous craftmanship and attention to detail.

Step – 4: Make sure to write the business rule of the subject user and assign it to the custom MDF object as depicted in the below pictorial representation,

Step – 5: With bated breath, we embark upon the final leg of our odyssey, wherein the PDF form finds its rightful place within the accounts of “Assign Form” business rules, controlled to be invoked under the watchful regard of discerning conditions and requirements of business.

Step – 6: In the fullness of time, a requisition must be created, candidates summoned forth, and the grand saga of onboarding unfolds in all its splendour. Through the container of onboarding’s numerous trails, the additional data collection phase emerges a beacon of hope amidst the process of onboarding.

Step – 7: At long last, as the final pieces fall into place, the conclusion of our undertakings bears fruit. The completed Additional Data Collection step stand as a testament to our collective diligence, an indication of information for the esteemed Hiring Managers and Onboarding Administrators who now gaze upon the fruits of our effort, accessible through the hallowed halls of Onboarding Dashboard under the distinguished banner of “ActionsOnboarding Documents”.

NOTE: It is advised to add the “Document Flow” to your Process variant for the form to be triggered.

Below is the view of the PDF form generated for the above example:

Conclusion:

In closing, let it be known that through these meticulously crafted configurations, we have guided forth a paradigm shift in the landscape of data management, providing a support of efficiency and accessibility for all who traverse the path of Onboarding.

Stay tuned and follow for further insights and custom configurations in the Onboarding journey ahead 