SAP Knowledge Base Article - Public

2279258 - How to Upload a Single Document in Candidate's Record in Document Center - Onboarding 1.0

Symptom

  • How to upload document in Onboarding?
  • How to insert PDF to candidate record?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Onboarding 1.0

Resolution

For Live Customer(s), Implementation Partner(s), and Consultant(s)

System Administrators can attached and upload a PDF or any document to Document Center. Once document is uploaded, it can be attached to candidate's record.

 

Steps on Uploading Files in Document Center

  • Step 1: Navigate to SAP SuccessFactors to Onboarding
  • Step 2: In Onboarding, click the sub-menu and select Document Center

    SAPSUPPORT-00011 04-30-2019 1.09.04 AM.png

    Step 3: In Document Center, click Single Upload button

    SAPSUPPORT-00004 04-30-2019 1.05.49 AM.png

  • Step 4: A dialog box will show and provide an option to upload a document; click Choose File button to select the document in your local storage

    SAPSUPPORT-00005 04-30-2019 1.05.56 AM.png

    Step 5: Once the document is selected, click Upload button to save file in the system

    SAPSUPPORT-00006 04-30-2019 1.06.56 AM.png

  • Step 6: After clicking the Upload button, a message text will show below the Choose File button with a notification that document is successfully uploaded. In addition, the file can be renamed by editing the text field for Document Name

    SAPSUPPORT-00007 04-30-2019 1.07.06 AM.png

    Step 7: If you want to a attached the file to candidate's record select the option 'Yes' to the question 'Do you want to attach this document to the employee?' and a field will show below to search for candidate's name to select (If the candidate was deleted in Onboarding, please select the option NO)

    SAPSUPPORT-00008 04-30-2019 1.07.36 AM.png

  • Step 8: After selecting the candidate, you may click Next and update the Document Indices

    SAPSUPPORT-00009 04-30-2019 1.07.47 AM.png

  • Step 9: Click Finish button to confirm upload

    SAPSUPPORT-00010 04-30-2019 1.07.56 AM.png

Keywords

Onboarding, Document Center, Upload, Insert, Form, PDF, Document, Manual, Add, Create, OBD, ONB 1.0, DocCenter , KBA , i349257 , LOD-SF-OBD-DOC , Document Center, Documents , How To

Product

SAP SuccessFactors Onboarding all versions